Between Meetings with Matt Heine cover image

Between Meetings with Matt Heine

Latest episodes

undefined
Mar 9, 2020 • 49min

Ep 29: Industry trends financial advisers should know - Andrew Inwood

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, the needs of high net worth individuals, and learnings from the UK and US advice experience.
undefined
Feb 3, 2020 • 45min

Ep 28: The future of portfolio construction - Charlie Haynes

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're bringing to advisers and investors.
undefined
Dec 27, 2019 • 48min

Ep 27: Lessons in leadership, management and family advisory - David Smorgon OAM

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.
undefined
Nov 18, 2019 • 36min

Ep 26: Hiring the next generation of advisers - Alisdair Barr

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 and includes working for a major bank to starting his own business.
undefined
Oct 8, 2019 • 37min

Ep 25: How advice documents are evolving with AI and lessons from a successful entrepreneur - Joel Robbie

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.
undefined
Aug 28, 2019 • 43min

Ep 24: How to articulate your value effectively - Kim Payne

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, discusses how to effectively communicate the value you provide and she shares marketing strategies to get this message heard.
undefined
Aug 5, 2019 • 37min

Ep 23: Starting your own business - Paul Heath

After 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.
undefined
Jun 18, 2019 • 33min

Ep 22: Communicating effectively with clients - Scott West

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.
undefined
May 29, 2019 • 36min

Ep 21: The future of ESG and impact investing - Richard Brandweiner

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.
undefined
May 15, 2019 • 34min

Ep 20: Bringing private equity to investors - Russell Pillemer

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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app