Between Meetings with Matt Heine

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.

Jodie Hampshire, Managing Director, Australia at Russell Investments, 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.

Internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild 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.

Andrew Walsh, Managing Director and CEO of Iress, 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.

Neville Azzopardi, founding partner and CEO of Sayers Wealth, on the launch of a new wealth management business and challenging the status quo. Listen to Neville discuss the opportunities to bring together a more holistic wealth approach for high net worth individuals (HWNIs), addressing the importance of family, the multi-generational family business, technology and the changing face of philanthropy.

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.

"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.

"As the role of the adviser 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 managing 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.

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.

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.