Ep 59: Delivering hyper-personalised wealth solutions with technology
Greg Kirk, Executive Chairman of Implemented Portfolios, shares some of his experiences over the last 45 years in the finance industry. We talk about ...
Between Meetings with Matt Heine
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About
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.
Ep 58: Navigating a crisis through wealth and wellbeing - Matt Brown
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 financ...
Ep 57: Technology and the licensee of the future - Neil Younger
Neil Younger, CEO of Fortnum Private Wealth, shares some of the major changes he’s seen in the industry over the last 30 years of his career and the e...
Ep 56: Making super work for Australians - Senator Andrew Bragg
Senator Andrew Bragg shares his thoughts on a wide range of topics, including how he took on tech giants Google and Facebook earlier this year, the im...
Ep 55: Benchmarking for success - Sarah Brennan
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...
Ep. 54: Future proofing - the increasing importance of ethical investing – John McMurdo
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 t...
Ep 53: The value of financial advice - Jodie Hampshire
Jodie Hampshire, Managing Director, Australia at Russell Investments, shares her journey into the wealth industry, the power of meditation, and the va...
Ep 52: Creating a client experience in your advice business - Julie Littlechild
Internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild shares her research and insights into client eng...
Ep 51: Past, present, and future of financial planning technology - Andrew Walsh
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 techn...
Ep 50: Creating a modern advisory business for today's dynamic economy - Neville Azzopardi
Neville Azzopardi, founding partner and CEO of Sayers Wealth, on the launch of a new wealth management business and challenging the status quo. Liste...