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.
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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…
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 key source of qualified client demand, and why…
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…
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…
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 and more. It offers a concise year-in-review and a forward-looking view on what advice firms should consider in the year ahead; also…
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…
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…
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 AUM with a 23-person team. He discusses the power of process, workflows and…
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…
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…
