Between Meetings With Matt Heine

Find out how financial advisers can exceed client expectations by communicating peace of mind and providing greater investor returns, rather than just investment returns, from Carl Richards -  author of the Behaviour Gap and creator of the Sketch Guy, a weekly column in The New York Times. Also discover why Carl suggests never asking clients about their goals.

Hear about what the future model of advice could look like from Matthew Rowe, CEO and Managing Director of CountPlus. Matthew also shares some of the important lessons in leadership he's learnt during a career that has included starting his own business, chairing the FPA, attending Harvard Business School and now helping advice and accounting firms with their long-term success.

Discover how advice businesses can evolve risk profiling from a compliance tool to a meaningful solution for their clients from Wade Matterson, Actuary and Managing Director of research and consulting firm Milliman Australia. Wade also discusses adopting goals-based planning and the role robo-advice can play in providing clients with richer analytics.

Explore some of the not so obvious benefits of advice and learn why more Australians aren’t seeking assistance with their wealth from Alva Devoy, managing director of Fidelity International. Alva also shares how she went from a PHD in genetics to leading one of the country’s largest asset managers, and the lessons she has learnt in shaping the culture and values of her team. 

How does someone go from sewing skirts in Japan to acquiring over 60 financial advice and accounting firms? Paul Barrett, CEO of AZ NGA, shares his fascinating career journey and gives insights into what he believes makes a great financial advice practice for investment and what we can learn from brewing beer.

Hear from Kendall Flutey, Co-founder and CEO of Banqer, as she shares her motivation for starting an online financial education platform for kids, insights into life as a start-up, and tips and advice for advisers and parents wanting to improve the financial capability of young Australians.

Hear how Mark Hoven, CEO of Adviser Ratings, envisions the future of the financial advice industry based on research from the Advice Landscape report. Mark shares insights on the growth in self-licensing, licensee switching, adviser exits from the industry and if episodic advice is the new way forward.

Michael Blomfield, CEO of wealth management research firm Investment Trends, joins to share what direction platforms may take based on insights from financial advisers. Being no stranger to financial services, Michael also delves into his long and successful background -  including how he helped to make CommSec a dominant industry-leader, how he built strong relationships in Asia and his views on the future of financial advice and robo-solutions.

With the majority of the advice industry working virtually, discover innovative ways that can help you to maintain meaningful client relationships and keep your team motivated from Andrew Rutherford, COO at Koda Capital. As well as sharing how Koda Capital is managing this new way of working, including virtual yoga classes for clients, Andrew also discusses the technology he is enjoying and what he looked for when deciding upon a new CRM.

Matt chats with Ray Djani, Managing Director of advice firm Cardena Private Wealth, and an early adopter of remote working. Uncovering what Cardena Private Wealth has done to successfully adapt to this new way of working, Ray discusses the technology his team have found valuable, their experience with managed accounts during the market downturn, and their plans for overcoming some of the challenges advisers may face including maintaining team morale and navigating the end of the financial year.

Three-time Olympic gold medallist and CEO of Generation Life, Grant Hackett, shares the lessons he learnt during his sporting career that have influenced his successes outside the pool and in the financial services industry. In this episode, Grant also explores the role investment bonds can play as a tax-effective investment solution.

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.

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.

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.

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.

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.

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.

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.

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.

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.