Between Meetings with Matt Heine cover image

Between Meetings with Matt Heine

Latest episodes

undefined
Jun 7, 2018 • 30min

Ep 9: Getting your business focus right - Rob Jones & Michael Harrison

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.
undefined
May 16, 2018 • 24min

Ep 8: What's your rating? - Angus Woods & Mark Hoven

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.
undefined
Apr 26, 2018 • 19min

Ep 7: AI investing - The future is here - Jason Winderbaum

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.
undefined
Mar 29, 2018 • 19min

Ep 6: Managing your brand reputation - Julie Bennett & Fiona Harris

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.
undefined
Mar 7, 2018 • 22min

Ep 5: Harnessing technology as a point of difference - Chris Ridd

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.

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