Between Meetings with Matt Heine
In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
Episodes
Ep 110: M&A, private equity and the future of advice – Victoria Hicks, Founder & CEO | Melo Advisory
In this episode of Between Meetings, Matt Heine sits down with Victoria Hicks, Founder & CEO of Melo Advisory - a UK consultancy that helps financial advice firms grow, improve business value and prepare for succession or sale - to unpack the lessons Australian advice firms can take from the UK's M&A wave. They discuss why international capital was drawn to advice businesses, how buy-and-build models evolved, and why the ri...
In this episode of Between Meetings, Matt Heine is joined by Jacksons Wealth Management CEO Pete Matthew. Pete is a UK-based chartered financial planner, podcaster and YouTuber, who has built a successful advice business by combining traditional planning with long-term content creation. Pete shares how his YouTube and podcast channels grew into a...
Slipstream Group founder & CEO Sharon McClafferty joins Matt Heine to unpack what "good" really looks like inside advice businesses. Drawing on years of hands‑on work with practices of varying size, Sharon explains the three systems she sees consistently in high‑performing firms: clarity on ideal clients, the ability to articulate and price value, and effective delegation of work. The discussion also covers adviser burnout, mar...
In this episode of Between Meetings, Matt Heine welcomes Professor Lauren Cohen, specialised in behavioural finance and innovation at Harvard Business School. They explore the rise of family offices, the intersection of technology and advice, and how generational shifts are reshaping wealth management. Lauren offers practical advice for advisers and institutions navigating change, and shares stories from his research and work with ...
To kick off the new year, this special roundup episode reflects on themes shaping the advice profession as we enter 2026. Drawing on key conversations from 2025, it revisits ideas that resonated most, including AI, client engagement, firm culture, simplicity, growth an...
In this episode, Matt Heine sits down Eliza De Pardo, a leading consultant to wealth management firms. They explore the differences between the US and Australian advice markets, the key ingredients for firm success, and how technology and marketing are reshaping client growth. Eliza discusses her journey, the importance of strategic leadership, and her new online course, Ignition, aimed at helping firms under $250 million in assets...
In this episode, Matt Heine sits down with Alex Zaccaria, Co-Founder and CEO of Linktree, to explore how a simple idea became a global digital identity platform. Alex discusses Linktree's early days in the music industry, its explosive user growth, and the challenges of scaling a tech company through rapid change. He shares insights into leading through crises, balancing simplicity with innovation, and why customer obsession has be...
Matt Heine welcomes Michael Goodman, President of Wealthstream Advisors Inc., for an in-depth conversation on building and scaling a successful advice firm, recognised as a "Best Place to Work."
Based in Manhattan, Michael reflects on his 29 year journey - from starting the practice solo to managing $1.7 billion in
Matt Heine chats with Danni Le Grande, Head of IFA Consulting at Finura Group, one of Australia's leading technology consultants for advice firms. With a career spanning licensees, funds management, advice practices, and tech consulting, Danni explains why tech fatigue is real, and how firms can simplify processes to drive better outcomes for clients and teams. They unpack why most tech change fails, the importance of people-first ...
Matt Heine welcomes Kon Costas, Managing Director of The Principals' Community, for a wide-ranging chat on the future of financial advice. With decades of leadership experience across Westpac, BT and now a national self-licensed adviser network, Kon offers powerful insights on what makes businesses grow, merge successfully, and remain resilient. They discuss trusted leadership, why self-licensing is rising, and how cultural alignme...
In our milestone 100th episode, Matt Heine interviews his father and founder of Netwealth, Michael Heine, in a rare and wide-ranging conversation spanning decades of business lessons and life experience. Michael recounts how his father arrived in Australia as a stateless prisoner of war with nothing and built a global trading empire. From trading and media to funds management and eventually founding Netwealth, Michael's journey is ...
Listen to Dan Solin, President at Solin Strategic LLC and Evidence Based Advisor Marketing, Read more
Join Matt Heine as he sits down with Andrew Inwood, Global CEO of CoreData, to explore the dynamic world of financial services.
In this episode, Andrew delves into the critical role of financial literacy and the profound impact of intergenerational wealth transfer. He discusses the evolving responsibilities of financial planners...
Hear Clayton Daniel, CEO of Ensombl, as he discusses the remarkable evolution of Ensombl from a small team to a thriving community of over 10,000 advice professionals.
Clayton sha...
Listen to Brett Joffe and Justin Joffe, co-founders of Flux Finance, a platform revolutionising financial literacy for young adults in Australia, relate their journey from struggling with their initial podcast episodes to building a community of over 450,000 members.
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This episode looks back at some of the most incisive moments from Matt's conversations in 2024, with an array of impressive guests from diverse fields who share their experiences, insights, and key learnings for financial advisers.
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Hear Tane Hunter and Dara Simkin discuss their unique career paths and collaboration on Future Crunch, ...
Listen to Philip Pryor, Founder & CEO at Family Business Central, talk through his career transition from psychology and large corporates to family businesses, finding greater fulfilment and leading to the founding of Family B...
Hear Sue Viskovic, General Manager, Consulting at VBP, trace her career in financial services, and discuss how she started Elixir Consulting (now part of VBP) to provide business coaching to advice firms.
Listen to Hugh Humphrey, CEO of Count, as he traces his unique career path from roles in consulting, to telecommunications, and eventually to financial advice, now leading one of the largest licensee groups in Australia.
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