Between Meetings With Matt Heine
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 52:22:42
- More information
Informações:
Synopsis
In this podcast series Matt Heine, Joint 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.
Episodes
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Ep 29: Industry trends financial advisers should know - Andrew Inwood
09/03/2020 Duration: 48minDiscover 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, the needs of high net worth individuals, and learnings from the UK and US advice experience.
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Ep 28: The future of portfolio construction - Charlie Haynes
03/02/2020 Duration: 45minIt'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're bringing to advisers and investors.
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Ep 27: Lessons in leadership, management and family advisory - David Smorgon OAM
27/12/2019 Duration: 47minDavid 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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Ep 26: Hiring the next generation of advisers - Alisdair Barr
18/11/2019 Duration: 35minMake 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 and includes working for a major bank to starting his own business.
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Ep 25: How advice documents are evolving with AI and lessons from a successful entrepreneur - Joel Robbie
08/10/2019 Duration: 36minDiscover 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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Ep 24: How to articulate your value effectively - Kim Payne
28/08/2019 Duration: 42minTo 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, discusses how to effectively communicate the value you provide and she shares marketing strategies to get this message heard.
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Ep 23: Starting your own business - Paul Heath
05/08/2019 Duration: 37minAfter rising to CEO of JBWere, Paul Heath, Co-Founder CEO of Koda Capital, made the decision 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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Ep 22: Communicating effectively with clients - Scott West
18/06/2019 Duration: 32minFind 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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Ep 21: The future of ESG and impact investing - Richard Brandweiner
29/05/2019 Duration: 36minWith 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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Ep 20: Bringing private equity to investors - Russell Pillemer
15/05/2019 Duration: 33minLearn 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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Ep 19: LICs, franking credits and philanthropy - Geoff Wilson
17/04/2019 Duration: 32minHear 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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Ep 18: Why education standards matter - Dante de Gori
21/03/2019 Duration: 41minDante 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.
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Ep 17: Building a culture of success - Jeremy Duffield
09/01/2019 Duration: 22minExplore 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.
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Ep 16: Why financial advisers are embracing ETFs - Alex Vynokur
06/12/2018 Duration: 48minThe 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.
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Ep 15: Improving your productivity - Vanessa Bennett
14/11/2018 Duration: 25minDiscover 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.
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Ep 14: Why advice businesses should have a strategic plan - Brad Fox
16/10/2018 Duration: 36minWith 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 CEO.
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Ep 13: The role of the media - Aleks Vickovich
19/09/2018 Duration: 39minAleks 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.
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Ep 12: RegTech: Enabling better compliance, faster - Samantha Clarke
03/08/2018 Duration: 18minRegTech 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.
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Ep 11: Improving adviser efficiency with AI - Joel Robbie
11/07/2018 Duration: 18minFind 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.
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Ep 10: Bringing financial advice to more Australians - Bernie Ripoll
21/06/2018 Duration: 32minThe 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.