Between Meetings with Matt Heine

Join Matt as he chats to industry professionals and thought leaders.

In this podcast series Matt Heine, Chief Executive Officer & Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole.

Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.

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(Latest) Ep 89: Sharpening advice firms for a competitive edge – Dean Lombardo, Founder & Principal, Effortless Engagement

In this episode Dean Lombardo, Founder & Principal of Effortless Engagement, shares his history in advice to becoming a consultant and an author.

Dean talks through how he developed a unique method of evaluating client progression and confidence and discusses the benefits of goals-based planning. He explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes.

Dean suggests that advisers could close the advice supply gap by using technology. He warns of the risk of not investing in intergenerational planning and concludes that the best businesses are already using AI to enhance client engagement.


 

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All episodes:

Ep 89: Sharpening advice firms for a competitive advantage - Dean Lombardo
Ep 88: Expanding horizons with alternative assets - Lawrence Calcano
Ep 87: Partnering with purpose to create a better world - Jean Oelwang
Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Ray
Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler
Ep 84: The 2023 roundup episode
Ep 83: Ringing in the changes for the financial industry ​- Marcus Price
Ep 82: Achieving the unachievable for financial services ​- Sarah Abood
Ep 81: Raising the voice of the financial sector ​- Blake Briggs
Ep 80: Harnessing the power of AI in the advice industry ​- Michael Kollo
Ep 79: Evolving the client value proposition with technology - Matt Heine
Ep 78: Empowering students for their financial future - Kendall Flutey
Ep 77: Strategic perspectives on scale and independence - Matt Brinker
Ep 76: Building a wealth platform to transform lives - Brent Brodeski
Ep 75: Talking about a revolution in investing - Jennifer Risher
Ep 74: Customising client experiences and advice with technology - Nathan Fradley
Ep 73: Reconciling profitability with impact investing - Ben Krasnostein
Ep 72: Embracing a growth mindset and visioning the new quo – Luke Sayers
Ep 71: The changing face of the wealth industry – Dr. Isaac Poole
Ep 70: The true cost of independent wealth advice – Steve Tucker
Ep 69: Building a wealth business with investment insight - David Wright
Ep 68: Curating your client’s best life with wealth technology - Santiago Burridge
Ep 67: Connecting staff and technology to scale wealth firms - Catherine Robson
Ep 66: The emotional dimension of business and wealth strategy - Kristine Brooks
Ep 65: Utilising governance and tech to scale wealth firms - Jonathan Christie
Ep 64: A human approach to risk, technology and wealth - Martin Franc
Ep 63: Steering family offices through powerful networks - Richard Milroy
Ep 62: Capitalising on data with wealth technology - Paul Campbell
Ep 61: Talking tech with the founder of SEEK and Square Peg Capital - Paul Bassat
Ep 60: Exploring ESG, impact investing and the megatrend of net zero - Kate Temby
Ep 59: Delivering hyper-personalised wealth solutions with technology - Greg Kirk
Ep 58: Navigating a crisis through wealth and wellbeing - Matt Brown
Ep 57: Technology and the licensee of the future - Neil Younger
Ep 56: Making super work for Australians - Senator Andrew Bragg
Ep 55: Benchmarking for success - Sarah Brennan
Ep 54: Future proofing - the increasing importance of ethical investing - John McMurdo
Ep 53: The value of financial advice - Jodie Hampshire
Ep 52: Creating a client experience in your advice business - Julie Littlechild
Ep 51: Past, present, and future of financial planning technology- Andrew Walsh
Ep 50: Creating a modern advisory business for the new economy - Neville Azzopardi
Ep 49: Creating a healthy workplace - Damien Mu
Ep 48: Collaborating with the media - Michelle Baltazar
Ep 47: The expanding role of financial advisers - Clayton Daniel
Ep 46: Exploring the qualities of successful leaders - Brett Kelly
Ep 45: AdviceTech Leaders Series - Advice Intelligence
Ep 44: AdviceTech Leaders Series - Innate Wealth
Ep 43: AdviceTech Leaders Series - Freedom Finance Australia
Ep 42: Capitalising on curiosity - Hamish Douglass
Ep 41: Superannuation - Past, present, future - Jeremy Cooper
Ep 40: Communicating your adviser alpha - Carl Richards
Ep 39: Advancing the financial advice industry - Matthew Rowe
Ep 38: Evolving risk-profiling and adopting goals-based advice - Wade Matterson
Ep 37: Shaping team culture and the real value of financial advice - Alva Devoy
Ep 36: What makes an attractive advice firm? - Paul Barrett
Ep 35: Improving the financial capability of young Australians - Kendall Flutey
Ep 34: The changing market of financial advice - Mark Hoven
Ep 33: The future direction of financial advice platforms - Michael Blomfield
Ep 32: Managing culture, clients and technology - Andrew Rutherford
Ep 31: Adapting to remote working - Ray Djani
Ep 30: The essential ingredients for success - Grant Hackett OAM
Ep 29: Industry trends financial advisers should know - Andrew Inwood
Ep 28: The future of portfolio construction - Charlie Haynes
Ep 27: Lessons in leadership, management and family advisory - David Smorgon
Ep 26: Hiring the next generation of advisers - Alisdair Barr
Ep 25: How advice documents are evolving with AI and lessons from an entrepreneur - Joel Robbie
Ep 24: How to communicate your value effectively - Kim Payne
Ep 23: Starting your own business - Paul Heath
Ep 22: Communicating effectively with clients - Scott West
Ep 21: The future of ESG and impact investing - Richard Brandweiner
Ep 20: Bringing private equity to investors - Russell Pillemer
Ep 19: LICs, franking credits and philanthropy - Geoff Wilson
Ep 18: Why education standards matter - Dante de Gori
Ep 17: Building a culture of success - Jeremy Duffield
Ep 16: Why financial advisers are embracing ETFs - Alex Vynokur
Ep 15: Improving your productivity - Vanessa Bennett
Ep 14: Why advice businesses should have a strategic plan - Brad Fox
Ep 13: The role of the media - Aleks Vickovich
Ep 12: RegTech: Enabling better compliance, faster - Samantha Clarke
Ep 11: Improving adviser efficiency with AI - Joel Robbie
Ep 10: Bringing financial advice to more Australians - Hon. Bernie Ripoll
Ep 9: Getting your business focus right - Michael Harrison & Rob Jones
Ep 8: What's your rating? - Angus Woods & Mark Hoven
Ep 7: AI Investing - The future is here - Jason Winderbaum
Ep 6: Managing your brand reputation - Julie Bennett & Fiona Harris
Ep 5: Harnessing technology as a point of difference - Chris Ridd
Ep 4: Why it's important to not get complacent after success - Oliver Hesketh
Ep 3: How to better create value for your clients - Siva Sivakumaran
Ep 2: Improve your business's digital user experience - Tim Kotsiakos
Ep 1: Capitalising on the growing demand for financial advice - Recep Peker
.

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Episode 1: Capitalising on the growing demand for financial advice

Recep Peker - Research Director - Investment Trends

Despite the growing demand for financial advice, fewer planners are reporting growth and practice profitability. Recep Peker, Research Director at Investment Trends, discusses some potential reasons for this and what opportunities exist for advisers to efficiently scale their business.

Episode 2: How to improve your business's digital user experience

Tim Kotsiakos - Creative Director & Founder - MASS

Are your practice's digital and physical experiences aligned? Listen to Tim Kotsiakos, Founder and Creative Director at MASS on the importance of having a consistent digital user experience for your business and what can be implemented to get your innovations to market quicker with best practices such as design thinking and customer experience design.

Episode 3: How to better create value for clients

Siva Sivakumaran - Managing Director, Adviser & Intermediary Solutions - Russell Investments

With advisers still feeling the fallout from the FOFA reforms and the continual improvements in technology and increased competition - who is going to succeed in this new world? Siva Sivakumaran, Managing Director of Adviser & Intermediary Solutions at Russell Investments, joins Matt to chat about the challenge advisers now face when it comes to creating value for clients as well as what they can do to better service mum and dad investors.

Episode 4: Why it's important not to get complacent after success

Oliver Hesketh - Head of NMG’s Management Consulting practice

In this episode we discuss why it's important to not get complacent after a period of success, the growth of ETFs and if advisers should be concerned or excited about the growth of robo-advice with Oliver Hesketh, head of NMG’s Management Consulting practice (formally Tria Investment Partners).

Episode 5: Harnessing technology as a point of difference

Chris Ridd - CEO - My Prosperity

Hear why advisers should be embracing technology to take advantage of their data set and improve client engagement from Chris Ridd, CEO of My Prosperity. Chris and Matt also explore how advisers can evaluate new technology to make sure it fits their ecosystem.

Episode 6: Managing your brand reputation

Julie Bennett and Fiona Harris - Public Relations - 64 Media

The media is a powerful tool to bring advice to everyone and establish yourself as a thought leader - but how do you make yourself heard? Learn how to become more involved with the media and what you should be doing to manage your brands reputation in the public eye, with Julie Bennett and Fiona Harris from financial services public relations company 64 Media.

Episode 7: AI Investing - The future is here

Jason Winderbaum - Regional head of Australia - Sanlam Private Wealth

Take a deep dive into the impact artificial intelligence (AI) investing is having on the wealth industry here and overseas. Jason Winderbaum, Sanlam Private Wealth's regional head of Australia, joins Matt to discuss how Sanlam are embracing this technology and if there will still be a role for emotional intelligence in advice.

Episode 8: What's your rating?

Angus Woods and Mark Hoven - Adviser Ratings

The 2018 Netwealth AdviceTech report reveals that less than 30% of advice businesses are using tools to capture feedback from their clients. Angus Woods and Mark Hoven from Adviser Ratings get behind the mic with Matt to discuss how consumer feedback tools may help advisers and their practice better engage with their clients, improve their service and win new customers.

Episode 9: Getting your business focus right

Michael Harrison and Rob Jones - Peloton Partners

What is your advice worth? Michael Harrison and Rob Jones from Peloton Partners discuss the challenge and importance of truly understanding your business and how to effectively value your offering. Plus they share why more advice practices and advisers need to be proactive with technology if they wish to thrive.

Episode 10: Bringing financial advice to more Australians

Hon. Bernie Ripoll - Director - Map My Plan

The Hon. Bernie Ripoll, a.k.a the Father of FOFA and director of Map My Plan, believes every Australian should have a financial plan and chats with Matt about how technology can help advisers make this a reality. In this episode, Bernie also reflects on the Future of Financial Advice reforms and shares his views on the Royal Commission.

Episode 11: Improving adviser efficiency with AI

Joel Robbie - Co-founder & CEO - Nod

Find out how artificial intelligence is transforming the SOA production and removing the manual work involved in delivering advice, from Joel Robbie the co-founder and CEO of Nod. Joel also speaks about his journey into this technology, sharing the story of his fintech start-up and the important lessons learnt as an entrepreneur.

Episode 12: RegTech: Enabling better compliance, faster

Samantha Clarke - CEO - Advice RegTech

RegTech is looking to revolutionise compliance in the financial advice industry. Samantha Clarke, CEO of Advice RegTech, discusses how an adviser can implement RegTech in their practice to enable them to meet their compliance obligations quickly and efficiently.

Episode 13: The role of the media

Aleks Vickovich - Digital Editor - Your Money

Aleks Vickovich, digital editor of Your Money, joins Matt to discuss the changes he's seen in financial advice, gaps in the market he believes haven't adequately been filled, and what Australian advisers can learn from their American peers - based on his six years covering the industry at Momentum Media.

Episode 14: Why advice businesses should have a strategic plan

Brad Fox - Founder - SmartBrave Consulting

With all the change impacting the industry, it's now more important than ever to future-proof your business. Hear why you should create a strategic plan to truly understand the industry environment, your competitive advantages, and stakeholders, from Brad Fox, founder of SmartBrave Consulting and former AFA President. 

Episode 15: Improving your productivity

Vanessa Bennett - CEO & Co-Founder - Next Evolution Performance

Discover strategies to make the most of your time and energy with Vanessa Bennett, CEO of Next-Evolution Performance, as she joins the show to discuss how financial advisers can achieve peak performance. Vanessa also explains the power of a positive mindset and the value of having effective people systems. 

Episode 16: Why financial advisers are embracing ETFs

Alex Vynokur - CEO & Co-Founder - Betashares

The low-cost and transparent nature of Exchange Traded Funds (ETFs) have seen their adoption rate accelerate among Australian advisers in light of the FOFA reforms. Alex Vynokur, co-founder and CEO of Betashares, discusses how ETFs are evolving and the lessons he has learnt from starting-up and managing ETF provider Betashares.

Episode 17: Building a culture of success

Jeremy Duffield - CEO & Founder - SuperEd

Explore how Jeremy Duffield, CEO and founder of SuperEd, established Vanguard as a major force in the Australian wealth industry during his time as managing director. He delves into how he fostered a successful organisational culture during his 20 years in that role and also shares his thoughts on how technology can help achieve better retirement outcomes.

Episode 18: Why education standards matter

Dante de Gori - CEO - Financial Planning Association of Australia (FPA)

Dante de Gori, CEO of the Financial Planning Association of Australia, joins Matt to discuss the benefits of greater education for advisers and what impact this will have on attracting the next generation into the industry. Dante also shares his experience of being in the box at the Royal Commission and what the future holds for the FPA.

Episode 19: LICs, franking credits and philanthropy

Geoff Wilson - Chairman and CIO - Wilson Asset Management

Hear from a pioneer of the Australian LIC industry as Geoff Wilson, Chairman & CIO of Wilson Asset Management, joins Matt to share his story of how he helped popularise this investment vehicle and built a successful funds management company. Geoff also shares why he is opposed to Labor's proposed franking credit changes and his philanthropic initiatives that have seen over $10 million raised for charity.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 20: Bringing private equity to investors

Russell Pillemer - Founder and CEO - Pengana Capital

Learn the benefits of private equity and how it is becoming more accessible for investors with Russell Pillemer, CEO of Pengana Capital. Russell also shares his experiences from working in New York to founding and growing his funds management group into a success, and what it was like partnering with former Prime Minister Malcolm Turnbull.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 21: The future of ESG and impact investing

Richard Brandweiner - CEO - Pendal Australia

With responsible investing continuing to rise in popularity and importance among investors, Richard Brandweiner - CEO of Pendal Australia, joins Matt to discuss the impact it is having on the investing landscape.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 22: Communicating effectively with clients

Scott West - Head of Invesco Consulting

Find out why the words that you use matter as Scott West, head of Invesco Consulting, joins the show to share simple communication tips that can enhance the relationships with your clients.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 23: Starting your own business

Paul Heath - CEO & Co-founder - Koda Capital

After rising to CEO of JBWere, Paul Heath, Co-Founder and CEO of Koda Capital, made the decision to leave and start his own business from scratch. In this episode Paul shares his motivation for co-founding Koda Capital and the lessons he learnt during his career in financial advice that helped to make it a success.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 24: How to articulate your value effectively

Kim Payne - Managing Director - 9rok Consulting

To succeed in any business you need to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend. Kim Payne, managing director of 9rok Consulting, discusses how to effectively communicate the value you provide and she shares marketing strategies to get your message heard.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 25: How advice documents are evolving with AI and lessons from a successful entrepreneur

Joel Robbie - Founder - Nod

Discover how financial advice documents are evolving with AdviceTech such as Artificial Intelligence (AI) and machine learning from Joel Robbie, CEO and founder of Nod. He also discusses his start-up journey, and the key lessons learnt along the way, as well and the impact he believes robo-advice will have on the industry and advisers.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 26:  Hiring the next generation of advisers 

Alisdair Barr - Founder - Striver

Make your next hire a good one by learning what to look for in the next generation of aspiring advisers from Alisdair Barr, founder of Striver, a recruitment service that links advice firms with quality university graduates. Also explore the small business lessons he's learnt during his diverse career in the industry, as he takes us through his journey that begins as a paraplanner, to working for a major bank, to starting his own business.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 27: Lessons in leadership, management and family advisory

David Smorgon OAM - CEO - Pointmade

David Smorgon OAM, CEO of Pointmade, shares his learnings in leadership, values and family business succession from his journey with Smorgon Consolidated Industries, his experiences with family-owned companies and saving the Western Bulldogs football club.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 28: The future of portfolio construction

Charlie Haynes - CEO - Lonsec

It's never been more important for financial advisers to have a clear and quality investment philosophy for their clients. Charlie Haynes, CEO of Lonsec, discusses how managed accounts and investment research is evolving and the portfolio construction benefits they are bringing advisers and investors.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

(Latest) Episode 29: Industry trends financial advisers should know

Andrew Inwood - Principal - CoreData

Discover the current trends shaping the advice landscape from Andrew Inwood, principal of CoreData, as he shares his team's latest research. Andrew discusses what advisers should be doing to succeed in this changing environment, how industry funds are trying to better understand their customers, what high net worth individuals want help with, and learnings from the UK and US advice experience.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 30: The essential ingredients for success

Grant Hackett - CEO - Generation Life

Three-time Olympic gold medallist and CEO of Generation Life, Grant Hackett, shares the lessons he learnt during his sporting career that have influenced his successes outside the pool and in the financial services industry. In this episode, Grant also explores the role investment bonds can play as a tax-effective investment solution.

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You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Ep 31: COVID-19 special - Adapting to remote working - Ray Djani

Ray Djani - Managing Director - Cardena Private Wealth

Matt chats with Ray Djani, Managing Director of advice firm Cardena Private Wealth, and an early adopter of remote working. Uncovering what Cardena Private Wealth has done to successfully adapt to this new way of working, Ray discusses the technology his team have found valuable, their experience with managed accounts during the market downturn, and their plans for overcoming some of the challenges advisers may face including maintaining team morale and navigating the end of the financial year.

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You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 32: COVID-19 special - Managing culture, clients and technology - Andrew Rutherford

Andrew Rutherford - Founding Partner and Chief Operating Officer - Koda Capital

With the majority of the advice industry working virtually, discover innovative ways that can help you to maintain meaningful client relationships and keep your team motivated from Andrew Rutherford, COO at Koda Capital. As well as sharing how Koda Capital is managing this new way of working, including virtual yoga classes for clients, Andrew also discusses the technology he is enjoying and what he looked for when deciding upon a new CRM.

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You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 33: The future direction of financial advice platforms

Michael Blomfield - CEO - Investment Trends

Michael Blomfield, CEO of leading wealth management research firm Investment Trends, joins to share what direction platforms may take based on insights from financial advisers. Being no stranger to financial services, Michael also delves into his long and successful background - including how he helped to make CommSec a dominant industry-leader, how he built strong relationships in Asia and his views on the future of financial advice and robo-solutions.

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You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 34: The changing market of financial advice

Mark Hoven - CEO - Adviser Ratings

Hear how Mark Hoven, CEO of Adviser Ratings, envisions the future of the financial advice industry based on research from the Advice Landscape report. Mark shares insights on the growth in self-licensing, licensee switching, adviser exits from the industry and if episodic advice is the new way forward.

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You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 35: Improving the financial capability of young Australians

Kendall Flutey - CEO & Co-founder - Banqer

Hear from Kendall Flutey, Co-founder and CEO of Banqer, shares her motivation for starting an online financial education platform for kids, insights into life as a start-up, and tips and advice for advisers and parents wanting to improve the financial capability of young Australians.

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You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 36: What makes an attractive advice firm?

Paul Barrett - CEO - AZ NGA

How does someone go from sewing skirts in Japan to acquiring over 60 financial advice and accounting firms? Paul Barrett, CEO of AZ NGA, shares his fascinating career journey and gives insights into what he believes makes a great financial advice practice for investment and what we can learn from brewing beer.

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You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 37: Shaping team culture and the real value of financial advice

Alva Devoy - Managing Director - Fidelity International

Explore some of the not so obvious benefits of advice and learn why more Australians aren’t seeking assistance with their wealth from Alva Devoy, managing director of Fidelity International. Alva also shares how she went from PHD in genetics to leading one of the country’s largest asset managers, and the lessons she has learnt in shaping the culture and values of her team.

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You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 38: Evolving risk-profiling and adopting goals-based advice

Wade Matterson - Managing Director - Milliman Australia

Discover how advice businesses can evolve risk profiling from a compliance tool to a meaningful solution for their clients from Wade Matterson, Actuary and Managing Director of research and consulting firm Milliman Australia. Wade also discusses adopting goals-based planning and the role robo-advice can play in providing clients with richer analytics..

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Ep 39: Advancing the financial advice industry

Matthew Rowe - Managing Director - CountPlus

Hear about what the future model of advice could look like from Matthew Rowe, CEO and Managing Director of CountPlus. Matthew also shares some of the important lessons in leadership he's learnt during a career that has included starting his own business, chairing the FPA, attending Harvard Business School and now helping advice and accounting firms with their long-term success.

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Ep 40: Communicating your adviser alpha

Carl Richards - Creator - The Sketch Guy

Find out how financial advisers can exceed client expectations by communicating peace of mind and providing greater investor returns, rather than just investment returns, from Carl Richards -  author of the Behaviour Gap and creator of the Sketch Guy, a weekly column in The New York Times. Also discover why Carl suggests never asking clients about their goals.

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Ep 41: Superannuation - Past, present, future

Jeremy Cooper - Chairman, Retirement income - Challenger

Jeremy Cooper, Chairman of Retirement Income at Challenger, shares how he led the famous Cooper Review into superannuation and what his views are on the current super landscape. During the chat Jeremy also explores why pre-retirees worry more about their savings than those in retirement, and how advisers can support this demographic during this low-interest rate environment.

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Ep 42: Capitalising on curiosity

Hamish Douglass - Chairman and CIO - Magellan

Hamish Douglass, Chairman and CIO of Magellan Asset Management, shares his career story that's seen him climb up the ranks to co-found one of Australia's leading asset managers. Hamish also shares how his curiosity has translated into investment success, how it's helped in developing a culture of innovation, and how he's been able to capitalise on luck.

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Ep 43: AdviceTech Leaders Series - Dan Rake, Freedom Finance Australia

Dan Rake - COO - Freedom Finance Australia

Dan Rake, COO at Freedom Finance Australia chats to Matt about selecting and deploying AdviceTech to meet the needs of a multi-disciplinary firm, which technologies have provided the biggest business and client benefits and the process of creating his own digital coaching tool, Cleva.

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Ep 44: AdviceTech Leaders Series - Shane Nicholas, Innate Wealth

Shane Nicholas - Director & Financial Adviser - Innate Wealth

Shane Nicholas, Director & Financial Adviser at Innate Wealth chats to Matt about his balanced approach to selecting the right AdviceTech to meet the needs of his firm, key learnings from being an early adopter of Xeppo and what advice he can give firms looking to build an integrated AdviceTech stack.

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Ep 45: AdviceTech Leaders Series - Fraser Jack, Advice Intelligence

Fraser Jack - Head of Partnerships at Advice Intelligence

Fraser Jack, Head of Partnerships at Advice Intelligence chats to Matt about how advice firms can start their own podcast, how you can build more in-depth relationships with your clients through goals-based advice and what the future of advice might look like, and the technology to enable it.

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Ep 46: Exploring the qualities of successful leaders

Brett Kelly - CEO - Kelly Partners

Hear how Brett Kelly, founder and CEO of Kelly Partners, got to speak to some of the most influential Australians at the age of 22 and how this inspired him to create his own business. In this fascinating episode, Brett also explores what he’s learnt about people management from some of the world’s best leaders and how he maintains a passion for his work.

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Ep 47: The expanding role of financial advisers

Clayton Daniel - Managing Director - XY Adviser

"As the role of the advisor expands, the previous work and the previous roles are not diminishing, it's just additional work is being done."

Clayton Daniel, Managing Director of XY Adviser - a social network for the advice industry, joins to share how he went from aspiring rockstar, to running his own advice business, to running an online community for financial advisers. Clayton also discusses some of the trends he's seeing in this community including the expanding role of advisers, and what he has planned for the future of XY.

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Ep 48: Collaborating with the media

Michelle Baltazar - Executive Director of Media - Rainmaker Group

"What I've found in the last 12 months of working with the Money team is that there's absolute demand out there for good content around finance and steps towards building your wealth."

Michelle Baltazar, Executive Director of Media for Rainmaker Group - publisher of the Financial Standard and Money Magazine, joins the podcast to share her advice for wealth management professionals wanting to contribute and be heard in the media. Michelle also discusses some of the major trends she's covering and the future of events post-COVID.

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Ep 49: Creating a healthy workplace

Damien Mu - CEO - AIA Australia and New Zealand

Hear how Damien Mu went from working in the mailroom to be the CEO of AIA Australia and New Zealand, one of the countries largest life insurers.

He also shares how he has built a purpose-led organisation and what workplaces should consider to support mental and physical wellbeing.

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Ep 50: Creating a modern advisory business for the new economy

Neville Azzopardi, founding partner and CEO of Sayers Group

Neville Azzopardi, founding partner and CEO of Sayers Group, on the launch of a new wealth management business and challenging the status quo.

Hear Neville discuss the opportunities to bring together a more wholistic wealth picture for high net worth individuals (HWNIs), addressing the importance of family, technology and the changing face of philanthropy.

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Ep 51: Past, present, and future of financial planning technology

Andrew Walsh, Managing Director and CEO of Iress

Andrew Walsh shares his journey from founding XPlan 20 years ago to becoming the CEO of Iress.

Andrew talks technology adoption, where advisers should start, the curse of the digital magpie and the importance of leveraging and protecting data.

Hear Andrew’s thoughts on the future ‘bionic’ adviser, and how advisers can harness robo-technology to provide an on-demand client experience.

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Ep 52: Creating a client experience in your advice business

Julie Littlechild, Founder and CEO of AbsoluteEngagement.com 

Julie shares her research and insights into client engagement. We talk data collection, NPS, client segmentation, and the role technology plays in creating a client experience.

 

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Ep 53: The value of financial advice 

Jodie Hampshire, Managing Director, Australia at Russell Investments 

Jodie shares her journey into the wealth industry, the power of meditation, and the value of having a financial adviser. We discuss the future of advice, creating personalised experiences and the role of women. 

 

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Ep 54: Future proofing - the increasing importance of ethical investing

John McMurdo, CEO, Australian Ethical 

John unpacks the importance of knowing your ‘why’, his journey into the finance sector, key lessons he’s learnt as a CEO, and some of the innovative things Australian Ethical are doing to future proof themselves. We discuss what he sees as the next big themes for investing and he shares some tips on where advisers can look to self-educate on future trends. 

 

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Ep 55: Benchmarking for success - Sarah Brennan

Sarah Brennan, CEO, Investment Trends 

Hear how Sarah Brennan's career went from humble beginnings in a call centre, to setting up her own benchmarking business and then becoming the CEO of Investment Trends. We chat through the changing face of advice business models, the explosion of online broking and what advisers can do to position themselves for millennial markets. We also explore the growing importance of ESG, building trust and what we can learn from overseas.

 

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Ep 56: Making super work for Australians - Senator Andrew Bragg

Andrew Bragg, Senator for New South Wales, Liberal Party 

Listen to Senator Andrew Bragg share his thoughts on a wide range of topics, including how he took on tech giants Google and Facebook earlier this year, the importance of dynamic policy settings for Australia to be competitive in fintech, the need for regulation and consumer protection in cryptocurrency markets, and what we need to do to make super work more effectively for Australians, as detailed in his book ‘Bad Egg: How to Fix Super’.

 

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Ep 57: Technology and the licensee of the future - Neil Younger

Neil Younger, CEO, Fortnum Private Wealth

Hear Neil Younger, CEO of Fortnum Private Wealth, as he shares some of the major changes he’s seen in the industry over the last 30 years of his career, why he joined Fortnum, and the evolution of financial advice business structures and models.  We also discuss what the licensee of the future looks like, the benefits and challenges of technology during COVID in the advice relationship, and how Fortnum is using machine learning and AI to help manage adviser workflows. 

 

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Ep 58: Navigating a crisis through wealth and wellbeing - Matt Brown

Matt Brown, Executive GM, Australian Unity Advice

Hear from Matt Brown, Executive GM of Australian Unity Advice, as he shares the early years of his career, the circumstances that drew him into financial advice and to his current role at Australian Unity. We chat through the importance of company values, building resilience in his team through tragedy and key findings of the latest Australian Unity Wellbeing Index report. We also discuss why he sees the financial industry as a tremendous investment and career opportunity, as well as how technology might be used as ‘guard rails’ for advisers and to improve efficiency and scale.

 

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Ep 59: Delivering hyper-personalised wealth solutions with technology

Greg Kirk, Executive Chairman, Implemented Portfolios

Hear from Greg Kirk, Executive Chairman of Implemented Portfolios, as he shares some of his experiences over the last 45 years in the finance industry. We talk about the important leadership traits required during the pandemic, the future of the workplace and the challenges of the digital only world on culture. We also discuss the importance of using technology to deliver hyper-personalised client experiences, as well as his involvement with new businesses Creative Mass and Lumiant. And finally, we chat about his love for horses and his investment in breeding racehorse winners for the Sydney and Melbourne Cups.

 

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Ep 60: Exploring ESG, impact investing and the megatrend of net zero

Kate Temby, Independent Director of Netwealth and Partner at Affirmative Investment Management

Listen to Kate Temby, Independent Director of Netwealth and Partner at Affirmative Investment Management, as she shares what drew her into finance, the early years of her high-profile role in New York whilst balancing a family, and the traits of her favourite leaders. Kate discusses why she is passionate about ESG and impact investing, the various shades of green investing and ‘greeniums’, net zero and transition finance, the availability of ESG data and research, and finally how she ended up in Samoa on hit TV series ‘Survivor’.

 

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Ep 61: Talking tech with the founder of SEEK and Square Peg Capital 

Paul Bassat, Co-Founder at Square Peg Capital

Hear Paul Bassat, Co-Founder at Square Peg (and ex-CEO of SEEK and AFL Commissioner), in our first ever live podcast, as he shares how he went from being a lawyer to setting up one of the most successful tech companies in Australia. Paul talks through his experience and global perspective on emerging technology, the future of customer experience and early-stage tech investing. He also discusses what motivated him to set up Square Peg Capital, a venture capital fund with a focus on investing in early-stage tech companies, as well as the challenges of building a strong tech-eco system in Australia, his view on crypto and some tips on getting started.

 

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Ep 62: Capitalising on data with wealth technology

Paul Campbell, Managing Director of Xeppo

Listen to Paul Campbell, Managing Director of Xeppo, as he shares why he founded data and business management platform Xeppo, the important role of data for business efficiency, and how practises can use their data in a more insightful way to unlock opportunities. Paul discusses the structure of advice in the next 3-5 years, some of the common traits of the firms best at tech adoption, as well as how practises can approach their data strategy and what they need to be thinking about as they embark on the next technological roadmap.

 

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Ep 63: Steering family offices through powerful networks

Richard Milroy, Executive Director of Private Wealth Network (PWN)

Listen to Richard Milroy, Executive Director of Private Wealth Network (PWN), an independent membership organisation for high-net-worth individuals and family offices, as he describes the opportunities and challenges of family portfolio management. Richard’s background in events and media adds a new perspective to this complex topic, shedding light on the realities of intergenerational wealth transfer and avenues for better engagement within the family office. He also shares some valuable insights into networking, the beginnings of ESG investment, changemaking through finance, and the current gaps in the advisory sector’s approach to servicing ultra-high-net-worth individuals.

 

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Ep 64: A human approach to risk, technology and wealth

Martin Franc, CEO, Invesco Australia

Listen to Martin Franc, CEO of Invesco Australia, discuss the strategies that have driven Invesco’s growth over his time as CEO - from $1bn to $37bn in managed assets over just 8.5 years. His fundamental belief in the power of connecting staff and clients to shared purposes has seen the independent investment management firm develop into a financial and cultural powerhouse. This episode covers how they’ve done this and how they’re meeting the opportunities presented by ESG going mainstream, as the sector prepares to service the next generation of affluent Australians.

 

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Ep 65: Utilising governance and tech to scale wealth firms

Jonathan Christie, MD, Oreana Financial Services, Australia

Listen to Jonathan Christie, Managing Director of Oreana Financial Services (Australia), discuss how he’s led the growth of the advisory business from having just one client in 2018 to their standing today. Now with 33 clients and around 94 advisers under management, Jonathan has found that governance-led strategies were key to the rapid scaling of his advice practice. Jonathan also shares his views on the future of advisory services, the rising trend of segmented investment approaches, and how regulation is impacting platforms’ ability to create technological solutions for faster advice delivery.

 

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Ep 66: The emotional dimension of business and wealth strategy

Kristine Brooks, Head of Australian Business, Milford Asset Management

Listen to Kristine Brooks, Head of Australian Business at Milford, as she recounts her journey from the trading floors of Perth to her position today, helping to lead the specialist investment firm with just under $17bn under management. Kristine shares how her people-centric leadership style has helped her to negotiate business mergers and acquisitions, and to ensure the successful integration of companies of different sizes and cultures. She also explores the recent Milford report, ‘Financial Advice Reimagined’, which reveals how understanding a client’s emotional relationship with their money can ultimately lead to delivering better advice.

 

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Ep 67: Connecting staff and technology to scale wealth firms

Catherine Robson, Founder of Affinity Private Advisors

Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business. Reflecting on her path to becoming a non-executive director, Catherine shares her insights as to why not being a subject matter expert can be beneficial and provides advice for those thinking about being a director. Catherine explains the concept of an investment club, her podcast that focuses solely on women raising capital, and what's most important to her when choosing an early-stage investment.

 

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Ep 68: Curating your client’s best life with wealth technology

Santiago Burridge, CEO and Co-founder of Lumiant

Hear Santiago as he takes us through his financial career, industry changes and why he started a new tech company mid-career.

Santiago discusses non-financial family members and the role of life goals and values when providing advice. He shares the challenges of establishing a tech-start-up and what he has learnt from the US market. Santiago also describes how his core values have led him, and their impact on the rise of Lumiant to become a global company in the short space of two years.

 

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Ep 69: Building a wealth business with investment insight

David Wright, CEO & joint founder of Zenith Investment Partners

Listen to David as he recounts his 30-year career journey in research and investment analysis as well as the evolution he has seen in the finance industry and the impetus for starting Zenith over 20 years ago.

David shares what he’s learnt from building his own business and why he enjoys the educational aspects of his role the most. He discusses the trend towards outsourcing investments and managed accounts, and expands on some of the challenges with ESG and its interaction with other investments as well as revealing two major areas of focus.

 

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Ep 70: The true cost of independent wealth advice

Steve Tucker, Chairman & Founding Partner, Koda Capital

Hear how Steve began his finance career in a call centre and went on to become the CEO of MLC at the young age of 38. Steve shares how he began a revolution in the advice industry’s commission trails system and where he sees the industry heading in the next 5 years, with independent advice and the move to becoming a profession. He discusses the philosophy that Koda is built on, why he was one of the founding executives to sign up to the banking and finance oath and imparts wisdom on starting a business.

 

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Ep 71: The changing face of the wealth industry

Dr. Isaac Poole, Chief Investment Officer, Oreana

Listen to Isaac share how his interest in economics launched a career that took him around the world, spanning government and corporate roles in economic strategy, before finally moving into the wealth profession.

Isaac shares the importance of mentoring for the industry and why he thinks education is critical to the future of finance as a profession. He discusses key differences between the Hong Kong and Australian markets, the role of investment beliefs and governance when providing advice, and the changing availability of illiquid assets over the next decade.

 

 

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Ep 72: Embracing a growth mindset and visioning the new quo

Luke Sayers, Founder & Executive Chairman, Sayers  

Hear Luke relate how his consulting career path took him from growing up in a small Victorian country town to becoming the youngest managing director at PWC, president of the Carlton Football Club, and starting Sayers, named LinkedIn Startup of the year 2021. Luke explains what he means by the “new quo“ and why he believes in not just doing things better but in doing better things. He outlines the importance of visioning to transform an organisation and even the country and why he is restless with the status quo.​

 

 

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Ep 73: Reconciling profitability with impact investing

Ben Krasnostein, Managing Director, Kilara Capital 

Listen to Ben share insights into impact investing and why he founded Kilara Capital, an investment management business focussed on both impact and commercial returns. Ben unpacks the responsible investment spectrum and the need for taxonomies and standards, decarbonisation companies they currently partner with, some of the common mistakes he sees founders making and the qualities they look for in a founder. Ben identifies key impact areas he believes will drive significant change, advantages of certain business structures, and resources to learn more about the growing area of impact investing.

 

 

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Ep 74: Customising client experiences and advice with technology

Nathan Fradley, Director of Ethos ESG Australia & Senior Adviser at Tribeca Financial

Hear Nathan recount his career journey into ethical advice and why he brought an ESG data and software tool for advisers (Ethos) to Australia. Nathan unpacks the micro and macro impact of financial advisers and the need to enhance the reputation of the industry for clients and the next generation of advisers. He identifies opportunities in the client experience from a platform perspective and in the delivery of advice with technology and explains how Ethos is solving the challenges of providing advice on ESG investing in a personalised and transparent manner.

 

 

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Ep 75: Talking about a revolution in investing

Jennifer Risher, Author, Speaker and Co-founder of #HalfMyDAF 

Hear Jennifer share her wealth journey from early days at Microsoft and Amazon. Jennifer explains the emotional and sensitive side of money with real life examples of what she terms as ‘the embarrassment of riches‘, and the isolation that wealth can bring. She unpacks the vital support role her adviser played and why she penned the book, “We need to talk“.

Jennifer reveals how peer networks helped her learn more about investing and her power to create change. This led to her co-founding an organisation encouraging Americans to donate half their donor advised fund (DAF), and awarding millions to non-profits.

 

 

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Ep 76: Building a wealth platform to transform lives

Brent Brodeski, CEO & Founder, Savant Wealth Management 

Listen to Brent discuss his personal journey to becoming a successful entrepreneur and leader in the financial industry. Brent shares valuable insights on building a culture of growth, selecting the right partners and staying true to core values. Learn how one of the most respected figures in the financial industry cultivated leadership skills and implemented effective strategies for managing teams and driving innovation and growth in the company.

 

 

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Ep 77: Strategic perspectives on scale and independence

Matt Brinker, Managing Partner, Merchant Investment Management

Hear Matt share how he built United Capital, a platform to help advisers scale their businesses, into a $25bn behemoth before its acquisition by Goldman Sachs. Matt reveals why he then changed focus from uniformity and scale to celebrating diversity in business structures and individuals with Merchant.

Brinker delves into the success factors of firms that have been able to scale, the growth of alternative investments in the US, and exciting developments in global markets. He also provides insightful commentary on investment strategy, capital duration, and the importance of building long-lasting, sustainable businesses.

 

 

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Ep 78: Empowering students for their financial future

Kendall Flutey, Co-Founder and CEO of Banqer

Continuing the conversation from episode 35, Kendall now shares how experiential learning with Banqer Primary has expanded to high school children, giving them the chance to increase their financial literacy and capability.

She describes how Banqer has helped to uplift the financial capability of parents and teachers along the student journey, the exciting potential for AI with personalised learning pathways and what Banqer is doing to help prepare students for their careers in an uncertain world ahead. Finally, she chats through the challenges and key learnings along Banqer‘s growth trajectory and their journey to becoming a social enterprise for-profit.

 

 

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Ep 79: Evolving the client value proposition with technology

Matt Heine, CEO and Managing Director of Netwealth talks to Peita Diamantidis from the Ensombl AdviceTech podcast

 

In this episode, Matt switches seats to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition.

Matt shares the efficiencies of managed accounts during turbulent markets, integrating ESG into the offering, cyber-security considerations for firms, and using AI to manage back-office administration. He also chats through the continuously evolving client expectations of technology and how Netwealth is providing solutions to help advisers meet these expectations.

 

 

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Ep 80: Harnessing the power of AI in the advice industry

Dr. Michael Kollo, CEO, Evolved Reasoning

In this episode, Dr. Micheal Kollo recounts his early career as a quantitative manager using algorithms to forecast markets. He uncovers how AI now translates complex financial data into intuitive client reports and delves into how financial advisers can harness the potential of tools like ChatGPT without compromising sensitive data. He throws light on groundbreaking plugins, and steps for crafting effective AI prompts. Finally, he foresees a future of SOAs and ROAs where automation meets human intuition and shares his vision on how AI adoption could redefine and personalise financial education.

 

 

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Ep 81: Raising the voice of the financial sector

Blake Briggs, CEO, Financial Services Council

In this episode, Blake Briggs shares his diverse career journey from industrial advocacy to superannuation policy to financial services and the FSC. He talks through the skills, governance processes and consumer lens that assist in creating a unified strong voice for the financial industry through the FSC. Blake relates how the FSC is engaging a cross-section of licensees, advisers and associations to achieve successful regulatory frameworks and create a healthy sector. Finally, he identifies the big focus of the FSC for the next 12 months and foreshadows an area of consumer concern in the coming months for advisers to be aware of.​

 

 

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Ep 82: Achieving the unachievable for financial services

Sarah Abood, CEO, Financial Advice Association Australia

In this episode, Sarah Abood shares her career history and how she headed the recent merger of the FPA and AFA to form the new FAAA.

Sarah discusses how she brought two longstanding organisations together to create a brand that represents a united voice for the profession. She relates the FAAA’s involvement with QAR, their focus on the key issues facing consumers and advisers, and how technology and data standards will play a key role in the path to the future. Finally, Sarah outlines the strategic priorities of the FAAA in relation to policy, its members and consumers.

 

 

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Ep 83: Ringing in the changes for the financial industry

Marcus Price, CEO and Managing Director, Iress

In this episode, Marcus Price shares his background in banking to building PEXA and what drew him to the investment side of financial services.

Marcus discusses the industry step change he accelerated with data and automation in banking decisions as well as bringing the digitisation of property settlements through PEXA (Property Exchange Australia) to fruition. He expands on the hallmarks of change management, his eye-opening first few days at Iress, inspiration he draws from other companies, how AI tools and tech toolkits can aid advisors and where he sees Iress heading in the next few years.

 

 

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Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler, CEO & Co-Founder of Omniscient Neurotechnology

In this episode, Stephen Scheeler relates how his career moved to the internet and e-commerce sector, working at Facebook and finally setting up Omniscient, a leader in the field of neurotechnology.

Stephen describes how he helped transform Facebook from cult success into a global powerhouse. He explains how his leadership style changed at Facebook and the practices he adopted to succeed. Stephen talks through how he co-founded Omniscient, a company that uses AI to decode the human brain and solve problems in areas like mental illness, neurodegeneration, emotions and intelligence.

 

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Ep 86: Scientifically revealing client preferences for personalised advice - Shachar Kariv PhD (Co-Founder) & Bernard Del Ray (CEO & Founder), Capital Preferences

In this episode, Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, a company that provides solutions to understand client preferences and behaviours in financial decision making describe their research, background and motivations.

They outline the challenges and limitations of traditional risk profiling methods, and the innovations and applications of Capital Preferences' tools in areas such as risk aversion, loss aversion, ambiguity aversion, social preferences, and advising the modern couple. They also discus the trends and opportunities in financial advice, especially in the context of personalisation, client engagement, and wellbeing.

 

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Ep 87: Partnering with purpose to create a better world – Jean Oelwang, CEO, Virgin Unite

In this episode, Jean Oelwang, CEO of Virgin Unite, relates how she was instrumental in creating the foundation of Richard Branson’s Virgin Group, which brings together the business and not-for-profit worlds to scale change and create a better world.

20 years on Jean tells what drew her from telcos into the impact sphere, her ‘’light bulb’’ moments whilst developing groups of great leaders, and how she came to write her book on Partnering. Jean highlights the opportunity for businesses to make a difference, the impact on the bottom line, and insights for smaller businesses starting their journey.

 

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Ep 88: Expanding horizons with alternative assets – Lawrence Calcano, Chairman & CEO, iCapital

In this episode Lawrence Calcano, Chairman & CEO of iCapital, a platform that helps advisers access private markets, shares his experiences of growing iCapital from a small team to a global company with over 1,200 employees.

Lawrence emphasises the importance of having a strong culture, a clear vision, and a commitment to innovation and client success. He explains why alternative investments are becoming more popular to help investors achieve their long-term goals. Lawrence enthusiastically discusses bringing this to Australia, enabling Netwealth's clients to access iCapital's curated selection of alternative investments, educational program and operational support.


 

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Ep 89: Sharpening advice firms for a competitive edge – Dean Lombardo, Founder & Principal, Effortless Engagement

In this episode Dean Lombardo, Founder & Principal of Effortless Engagement, shares his history in advice to becoming a consultant and an author.

Dean talks through how he developed a unique method of evaluating client progression and confidence and discusses the benefits of goals-based planning. He explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes.

Dean suggests that advisers could close the advice supply gap by using technology. He warns of the risk of not investing in intergenerational planning and concludes that the best businesses are already using AI to enhance client engagement.


 

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