# adviser (audio feeds) — RSS Amplifier Recent posts from the 6 feeds in the RSS Amplifier directory that cover adviser. Page: Feed: --- ## [Ep 110: M&A, private equity and the future of advice – Victoria Hicks, Founder & CEO | Melo Advisory](https://netwealth.libsyn.com/ep-110-ma-private-equity-and-the-future-of-advice-victoria-hicks-founder-ceo-melo-advisory) _2026-08-19 · Between Meetings with Matt Heine_ 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… [Listen](https://traffic.libsyn.com/secure/netwealth/Between_Meetings_-_Victoria_Hicks.mp3?dest-id=539847) ## [Debrief: 4 things we learned from Meta.](https://share.transistor.fm/s/22ef8dca) _2026-07-29 · Avory & Co. · Avory - Markets and Investing_ Sean Emory of Avory & Co. debriefs Meta's July 29, 2026 earnings call, framing four key questions: AI monetization, open vs closed source strategy, enterprise AI, and the CapEx path into 2027 and 2028. Chapters 00:00 Meta Earnings Debrief 01:14 Show Intro & Disclosures 01:55 Revenue & Guide Highlights 02:55 AI Monetization Flywheel 06:49 Open Versus Closed Models 08:46 Enterprise AI On WhatsApp… [Listen](https://media.transistor.fm/22ef8dca/22cd8934.mp3) ## [Humans Buy Platforms. AI Buys Capabilities.](https://share.transistor.fm/s/5490fba5) _2026-07-21 · Avory & Co. · Avory - Markets and Investing_ Sean Emory of Avory & Co. explores how AI could change software competition if agents become buyers, not just users, shifting value from platform suites to composable, standalone capabilities. He frames three eras of software: individual tools, integrated platforms, and an emerging era where AI orchestration acts like a new operating system that selects the best capability for a task regardless of… [Listen](https://media.transistor.fm/5490fba5/22d3a9d0.mp3) ## The Aged Care Conversation #1 _2026-07-19 · Ensombl Advice Australia_ Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26071702-34390001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this first episode, Sarah Leslie is joined by Matthew Lloyd and Alex Berlee from AGS Financial Group. They discuss how recent Australian aged care reforms have increased complexity and costs, reshaped home and residential… [Listen](https://episode.flightcast.com/01KXQ42KG1BPJTZDB70DTR12FG.mp3) ## The Aged Care Conversation #2 _2026-07-19 · Ensombl Advice Australia_ Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26071702-40430001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Sarah speaks with Ben Hillier, Director Retirement at AMP. They explore how advisers can integrate aged care into holistic retirement planning by recognizing changing spending… [Listen](https://episode.flightcast.com/01KXQ5G9V03VYCMM7NFYY10Y6Q.mp3) ## The Aged Care Conversation #3 _2026-07-19 · Ensombl Advice Australia_ Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26071702-47270001 0.25 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this final installment, Sarah talks to Shaun Ganguly, Founder & Principal Adviser at Prime Years Financial Planning. They discuss how advisers can effectively integrate aged care into… [Listen](https://episode.flightcast.com/01KXQBRHV79X2G8QCXRVC25RB1.mp3) ## [Sports vision with Dr Parth Shah](https://podcasters.spotify.com/pod/show/collegeofoptometrists/episodes/Sports-vision-with-Dr-Parth-Shah-e3m77j1) _2026-07-17 · The College of Optometrists · EyePod: The optometry podcast_ College Clinical Adviser Denise Voon MCOptom talks to Dr Parth Shah MCOptom, optometrist and sports vision consultant to a Premier League football club, about his career at the intersection of optometry and sport. They discuss how goalkeepers are trained to track and react to the ball, what optometry can bring to professional football, and how the science of sports vision applies in everyday… [Listen](https://anchor.fm/s/4e7dcc8/podcast/play/122969121/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-17%2F7ce8bba9-c30e-321a-e60b-87feda9fec91.mp3) ## [#111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?](https://viewlegal.libsyn.com/111-common-sense-professional-service-firm-superpower-or-unicorn-poop) _2026-07-17 · ViewLegal Podcast_ Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty in ongoing change. The key question for every professional is – what do we do? As part of View's 'Foundations for the Future' series, this… [Listen](https://traffic.libsyn.com/secure/viewlegal/111_-_Common_Sense_Professional_Service_Firm_Superpower_or_Unicorn_Poop.mp3?dest-id=274214) ## Licensee Podcast Series #11 - Infocus _2026-07-14 · Ensombl Advice Australia_ Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26071401-57440001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism and Ethics This week, Rocksy speaks with Matt Fogarty, Executive General Manager - Partnerships at Infocus. They explore Matt’s journey in financial advice and his leadership of Infocus, and its four-pillar… [Listen](https://episode.flightcast.com/01KXF65Y61WCESGX1EA4MT49EX.mp3) ## [Prediction Markets Aren't Really About Betting... Maybe?](https://share.transistor.fm/s/d2c2cc48) _2026-07-08 · Avory & Co. · Avory - Markets and Investing_ Welcome to Avory Around the Desk Podcast... Sean Emory, Founder and CIO of Avory & Co., asks whether prediction markets like Kalshi are really about betting, or whether they could expand society's capacity to transfer risk. Using Florida's hurricane insurance crunch, the Generac hedge, and AI-enabled micro-insurance, he argues insurance is capacity, and technology may finally be able to expand it.… [Listen](https://media.transistor.fm/d2c2cc48/1abc3e63.mp3) ## [Auto-trade Cross-Exchange Gaps (Sponsored)](https://crawlproof.com/a/l52WBoLKRvzB) _2026-07-08 · **Sponsored**_ Find cross-exchange spreads, backtest strategies, and execute automatically with risk controls. ## [Ep 109: Building an advice business through content - Pete Matthew, CEO & Chartered Financial Planner | Jacksons Wealth Management](https://netwealth.libsyn.com/ep-109-building-an-advice-business-through-content-pete-matthew-ceo-chartered-financial-planner-jacksons-wealth-management) _2026-07-08 · Between Meetings with Matt Heine_ 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… [Listen](https://traffic.libsyn.com/secure/netwealth/Between_Meetings_-_Pete_Matthew_-_final.mp3?dest-id=539847) ## Insurance Podcast #9 - Phil Anderson _2026-07-07 · Ensombl Advice Australia_ Earn 0.50 CPD here: https://quiz.ensombl.com/CPDC-26070700-42530001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Phil Anderson, General Manager - Policy, Advocacy and Standards at the FAAA. They discuss how the FAAA advocates for advisers within Australia’s complex regulatory and political environment, covering life insurance… [Listen](https://episode.flightcast.com/01KWX23J3N781EDS7F9M2M4WZQ.mp3) ## [Five Questions for the Second Half of 2026](https://share.transistor.fm/s/33fbb16a) _2026-07-02 · Avory & Co. · Avory - Markets and Investing_ Avory’s Mid-2026 View Luis Alvarez and Avory Chief Investment Officer Sean Emory review the first half and outline Avory’s second-half views through five questions: 00:00 Five Big Questions 00:36 Show Format And Macro Setup 01:35 Market Bifurcation And AI Trade 05:00 Laggards, Ceasefire And Rotation 07:45 Is AI Really Macro Immune 10:44 Hyperscaler CapEx Reality Check 12:53 Trim Infrastructure And… [Listen](https://media.transistor.fm/33fbb16a/1b240417.mp3) ## [6 Questions on Meta: Burden Today, Moat Tomorrow](https://share.transistor.fm/s/b7015e78) _2026-06-26 · Avory & Co. · Avory - Markets and Investing_ Burden Today or a Moat for Tomorrow. On the Avory Around the Desk podcast, Sean Emory of Avory & Company discusses why Meta may be misunderstood despite being the cheapest of the Mag 7, the second-fastest grower behind Nvidia, and having the highest gross margins in the group. He frames the key debate around whether Meta’s aggressive AI and infrastructure CapEx is a near-term free cash flow burden… [Listen](https://media.transistor.fm/b7015e78/b45a898f.mp3) ## Investment Podcast #41 - Beyond the AI Hype _2026-06-23 · Ensombl Advice Australia_ Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26061903-06260001 0.25 Client Care & Practice 0.50 Technical Competence Artificial Intelligence has created enormous wealth for investors—but history suggests that periods of technological disruption can also be fertile ground for misplaced expectations and overlooked opportunities. In this episode, host James Whelan is joined by Povilas… [Listen](https://episode.flightcast.com/01KVS1N6Z52YTBP5ZQZVMS4VBT.mp3) ## [#110 - Tax on death: The Key CGT Rules Explained](https://viewlegal.libsyn.com/110-tax-on-death-the-key-cgt-rules-explained) _2026-06-18 · ViewLegal Podcast_ The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there are not ongoing changes ... unlike the tax regime ; the 2026 Budget the latest piece of supporting evidence. The capital gains tax ( CGT ) rules for deceased estates are a foundational area for all advisers in the holistic estate planning space. This webinar… [Listen](https://traffic.libsyn.com/secure/viewlegal/Tax_on_death_-_The_Key_CGT_Rules_Explained_mixdown.mp3?dest-id=274214) ## Investment Podcast #40 - Emerging Markets _2026-06-16 · Ensombl Advice Australia_ Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26061505-51110001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As global investors reassess where future growth will come from, host Amie Baker is joined by Stanley Lu (Orbis Investments) to challenge conventional thinking on emerging markets. They explore how many investors remain… [Listen](https://episode.flightcast.com/01KV6YGBZMRKPD97MW9VK078EV.mp3) ## [Narratives, AI, and Durable Investment Bets](https://share.transistor.fm/s/61e3dd26) _2026-06-12 · Avory & Co. · Avory - Markets and Investing_ AI narrative momentum, durable value, and why Zoom and Roblox stand out | Around the Desk Ep. 85 Sean Emory, founder and CIO of Avory & Co., on the "AI on, AI off" market: where durable value actually accrues, why models may commoditize as open source catches up, and why ecosystem and context end up mattering more than the model itself. Plus a look at Zoom (Avory's top holding) for its cash,… [Listen](https://media.transistor.fm/61e3dd26/968bee7a.mp3) ## Investment Podcast #39 - Economic Update and Impact _2026-06-07 · Ensombl Advice Australia_ Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26060501-47040001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As geopolitical tensions, higher oil prices, and persistent inflation reshape the economic outlook, host Amie Baker is joined by Diana Mousina (North) and Estelle Liu (North) to explore what it means for investors and retirees.… [Listen](https://episode.flightcast.com/01KTB11RZFH9D225P0B1VXR25E.mp3) ## Engine Room Podcast #90 - Karam Singh _2026-06-01 · Ensombl Advice Australia_ Earn 1.00 CPD here: https://quiz.ensombl.com/CPDC-26060107-14110001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Tax (Financial) Advice In this episode, Rocksy sits down with Karam Singh from EK Private Advisory. They discuss his journey from migrant paraplanner to global ultra‑high‑net‑worth adviser, cross‑border family office… [Listen](https://episode.flightcast.com/01KT10H9QSGDVYNTG26TZS57P2.mp3) ## [Play Both Sides Of The Lie (Sponsored)](https://crawlproof.com/a/G9OKfNjizBXD) _2026-06-01 · **Sponsored**_ Two operatives, one manufactured war — uncover the Complete Truth after both campaigns. ## Intergenerational Conversations #1 _2026-05-26 · Ensombl Advice Australia_ Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-21380001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate Advisors. They unpack the realities of intergenerational advice - from family dynamics, estate planning and… [Listen](https://episode.flightcast.com/01KSGXR2582J5A3B57PDJGC5GJ.mp3) ## [#109 - Trust Horror Stories … the 10th Anniversary Edition](https://viewlegal.libsyn.com/109-trust-horror-stories-the-10th-anniversary-edition) _2026-05-15 · ViewLegal Podcast_ Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this 10 th Anniversary edition of our 'Trust Horror Stories' webinar series we will explore the most instructive trust 'horror' stories that View has helped resolve over the last 10… [Listen](https://traffic.libsyn.com/secure/viewlegal/109_-_Trust_Horror_Stories_the_10th_Anniversary_Edition.mp3?dest-id=274214) ## [Ep 108: What "good" really looks like in advice businesses – Sharon McClafferty, Slipstream Group](https://netwealth.libsyn.com/ep-108-what-good-really-looks-like-in-advice-businesses-sharon-mcclafferty-slipstream-group) _2026-05-15 · Between Meetings with Matt Heine_ 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… [Listen](https://traffic.libsyn.com/secure/netwealth/Between_Meetings_-_Sharon_McClafferty.mp3?dest-id=539847) ## [#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked](https://viewlegal.libsyn.com/108-asset-revaluation-reserves-a-holistic-estate-planning-strategy-unpacked) _2026-04-20 · ViewLegal Podcast_ Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspects to be considered. The issues in this regard are almost always magnified when any form of asset revaluation is undertaken, particularly when the second order consequences of the wider estate plan are ignored. This practically focused webinar will… [Listen](https://traffic.libsyn.com/secure/viewlegal/108_-_Asset_Revaluation_Reserves.mp3?dest-id=274214) ## [Your voice in Westminster with Marsha de Cordova MP and Shockat Adam MP](https://podcasters.spotify.com/pod/show/collegeofoptometrists/episodes/Your-voice-in-Westminster-with-Marsha-de-Cordova-MP-and-Shockat-Adam-MP-e3hlhc2) _2026-04-09 · The College of Optometrists · EyePod: The optometry podcast_ College Clinical Adviser Denise Voon MCOptom talks to Marsha de Cordova, Labour MP for Battersea, and Shockat Adam, Independent MP for Leicester South, about their work in Westminster advocating for eye care professionals in England. They discuss their connections to eye health, the current challenges facing the sector, and what College members can do to help champion the profession. [Listen](https://anchor.fm/s/4e7dcc8/podcast/play/118195010/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-9%2F421724368-44100-2-8bcc0c6fd0ffb.m4a) ## [#107 - Adviser Facilitated Business Succession Planning: The Steps for Success](https://viewlegal.libsyn.com/107-adviser-facilitated-business-succession-planning-the-steps-for-success) _2026-03-27 · ViewLegal Podcast_ Holistic Estate planning is widely considered as being 'so hot right now' for many advisers. Business succession planning, as part of holistic estate planning, is arguably becoming the 'go to' value add for many advisers. This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View's facilitated business succession planning platform to… [Listen](https://traffic.libsyn.com/secure/viewlegal/107_-_Adviser_Facilitated_Business_Succession_Planning_The_Steps_for_Success.mp3?dest-id=274214) ## [What Data Says About Oil Spike, Vix Spike, and AI](https://share.transistor.fm/s/dfe27afb) _2026-03-13 · Avory & Co. · Avory - Markets and Investing_ In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through several market signals that stood out this week. Markets are seeing multiple spikes simultaneously: • Oil prices jumping sharply • Volatility surging • Corporate insider buying rising in financials • Massive AI infrastructure spending from hyperscalers Rather than reacting to headlines, we step back and ask… [Listen](https://media.transistor.fm/dfe27afb/aa62564b.mp3) ## [Ep 107: Behavioural finance, family offices & the future of advice – Prof. Lauren Cohen, Harvard Business School](https://netwealth.libsyn.com/ep-107-behavioural-finance-family-offices-the-future-of-advice-prof-lauren-cohen-harvard-business-school) _2026-03-10 · Between Meetings with Matt Heine_ 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… [Listen](https://traffic.libsyn.com/secure/netwealth/Between_Meetings_-_Ep_107_-_Lauren_Cohen.mp3?dest-id=539847) ## [What did we learn from NVIDIA and Software this Week?](https://share.transistor.fm/s/3f61da04) _2026-02-27 · Avory & Co. · Avory - Markets and Investing_ AI vs SaaS: Seat + Consumption Can Coexist Salesforce, Workday, Nvidia, Zoom, Block | Around the Desk This week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software. Are seat-based models being replaced? Or is AI expanding the value of platforms? Using earnings and data from Salesforce, Workday, Nvidia, Zoom, and Block, Sean argues AI is enhancing durable… [Listen](https://media.transistor.fm/3f61da04/0e5bc739.mp3) ## [Are we closing in on a Software Bottom or No?](https://share.transistor.fm/s/43465f95) _2026-02-20 · Avory & Co. · Avory - Markets and Investing_ In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question: Are we getting close to a bottom in software? Insiders are buying. Business formations are surging. Software job postings are rising. App creation is accelerating. Yet sentiment remains stretched. We break down what the data is actually saying.… [Listen](https://media.transistor.fm/43465f95/b77c951d.mp3) ## [Meet Claude, the AI assistant (Sponsored)](https://crawlproof.com/a/3NqFuRW5ixcH) _2026-02-20 · **Sponsored**_ Conversational AI to answer questions, brainstorm ideas, and help with tasks. ## [#106 - Estate Planning 2026 Where are we at](https://viewlegal.libsyn.com/106-estate-planning-2026-where-are-we-at) _2026-02-20 · ViewLegal Podcast_ The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including: · the key estate planning related court decisions over the last 12 months · taxation and stamp duty changes impacting on estate planning · the impact of key legislation changes · latest examples of the… [Listen](https://traffic.libsyn.com/secure/viewlegal/106_-_Estate_Planning_2026_Where_are_we_at.mp3?dest-id=274214) ## [The AI Scare Trade: Jensen Says Its Illogical - We Agree](https://share.transistor.fm/s/8b43760a) _2026-02-13 · Avory & Co. · Avory - Markets and Investing_ In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade. Inflation is cooling. Jobs are stable. Earnings are holding up. Yet parts of software are trading as if AI is about to eliminate entire business models. Does that make sense? Chapters: 00:00 Welcome + Disclaimer 00:40 Software Selloff vs AI Boom… [Listen](https://media.transistor.fm/8b43760a/a72567eb.mp3) ## [The Adult Low Vision Service Quality Framework with the RNIB](https://podcasters.spotify.com/pod/show/collegeofoptometrists/episodes/The-Adult-Low-Vision-Service-Quality-Framework-with-the-RNIB-e3f0a1t) _2026-02-12 · The College of Optometrists · EyePod: The optometry podcast_ College Clinical Advisor Denise Voon MCOptom talks to Dr Louise Gow, Head of Eye Health, Optometry and Low Vision, and Preeti Singla, Optometry and Low Vision Engagement Manager, both at the RNIB. They discuss their work developing the Adult Low Vision Service Quality Framework , which was created to define best practice for low vision services in any setting across the UK. [Listen](https://anchor.fm/s/4e7dcc8/podcast/play/115402237/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-12%2F417966878-44100-2-3e576fc197495.m4a) ## [Ep 106: The insights powering advice in the year ahead – The 2025 roundup](https://netwealth.libsyn.com/ep-106-the-insights-powering-advice-in-the-year-ahead-the-2025-roundup) _2026-02-11 · Between Meetings with Matt Heine_ 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… [Listen](https://traffic.libsyn.com/secure/netwealth/Between_Meetings_-_Ep_106_-_The_2025_Roundup_UPD_v2.mp3?dest-id=539847) ## [Optometry 2025 in review](https://podcasters.spotify.com/pod/show/collegeofoptometrists/episodes/Optometry-2025-in-review-e3cm9eh) _2025-12-22 · The College of Optometrists · EyePod: The optometry podcast_ At the end of another busy year for the College, Clinical Advisers Dr Paramdeep Bilkhu MCOptom and Daniel Hardiman-McCartney FCOptom MBE discuss the main highlights from this year and what we can expect going into 2026. Further information #TheCollegeWrapped: Our achievements from January to March 2025 #TheCollegeWrapped: Our achievements from April to June 2025 #TheCollegeWrapped: Our… [Listen](https://anchor.fm/s/4e7dcc8/podcast/play/112976785/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-22%2F414823378-44100-2-17fd03929fd63.m4a) ## [Atropine approval: What does it mean for the management of myopia?](https://podcasters.spotify.com/pod/show/collegeofoptometrists/episodes/Atropine-approval-What-does-it-mean-for-the-management-of-myopia-e3c5e0h) _2025-12-10 · The College of Optometrists · EyePod: The optometry podcast_ College Clinical Advisers Denise Voon MCOptom, Dr Paramdeep Bilkhu MCOptom, and Daniel Hardiman-McCartney FCOptom MBE discuss the recent news from the Medicines and Healthcare products Regulatory Agency (MHRA) approving the first low-dose atropine treatment for myopia in the UK. They talk about what the news means for optometrists and answer questions from College members. Further information… [Listen](https://anchor.fm/s/4e7dcc8/podcast/play/112424401/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-10%2F414117913-44100-2-ada394795d352.m4a) ## [Ep 105: Breaking growth barriers in advice – Eliza De Pardo, Founder, De Pardo Consulting](https://netwealth.libsyn.com/ep-105-breaking-growth-barriers-in-advice-eliza-de-pardo-founder-de-pardo-consulting) _2025-12-08 · Between Meetings with Matt Heine_ 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… [Listen](https://traffic.libsyn.com/secure/netwealth/Between_Meetings_-_Eliza_De_Pardo_-_final.mp3?dest-id=539847) ## [The Power of AI Mental Health](https://heads-up-adviser.simplecast.com/episodes/the-power-of-ai-therapy-sPk_pcXT) _2025-12-02 · john@headsupadviser.com (Lucas Siegel, John W. Sbrocco) · Heads Up Adviser_ Lucas Siegel explains that a massive labor shortage and persistent stigma have made traditional therapy inaccessible for most working Americans. He details how Yuna, is bridging this gap by providing immediate, destigmatized, and affordable mental health support. With case studies showing 8x the engagement of a typical EAP, this conversation reveals the future of scalable mental healthcare. Tune… [Listen](https://cdn.simplecast.com/audio/56619d13-c4fc-4e1d-8ce1-6f98001d014e/episodes/f6825917-c37e-4b53-81c3-96070c1285e9/audio/58f57381-4b1c-4999-bd4b-6fe8af59915f/default_tc.mp3?aid=rss_feed&feed=iojDIUqW) ## [The Optometry Student Experience](https://podcasters.spotify.com/pod/show/collegeofoptometrists/episodes/The-Optometry-Student-Experience-e3bi6jq) _2025-11-27 · The College of Optometrists · EyePod: The optometry podcast_ Four optometry students at different stages of their optometry journey share insights about their experience so far. They talk about why they chose optometry, how they've found their courses so far and share advice and tips for succeeding and getting the most out of your time at university. Further information Student resources A career in optometry Sign up for College student membership [Listen](https://anchor.fm/s/4e7dcc8/podcast/play/111794234/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-10-27%2F413282886-44100-2-b6913b2980a37.m4a) ## [#105 - 2025 The Year in ReView](https://viewlegal.libsyn.com/105-2025-the-year-in-review) _2025-11-14 · ViewLegal Podcast_ At least once a week throughout the course of 2025, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2025 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar . Best of all,… [Listen](https://traffic.libsyn.com/secure/viewlegal/105_-_2025_The_Year_in_ReView.mp3?dest-id=274214) ## [#104 - Securing succession of SMSFs as part of an estate plan](https://viewlegal.libsyn.com/104-securing-succession-of-smsfs-as-part-of-an-estate-plan) _2025-11-14 · ViewLegal Podcast_ For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits. This interactive webinar will explore a range of strategies advisers can assist SMSF members with including: Key strategies to leverage at the time of… [Listen](https://traffic.libsyn.com/secure/viewlegal/104_-_Securing_succession_of_SMSFs_as_part_of_an_estate_plan.mp3?dest-id=274214) ## [Ep 104: Innovation through simplicity - Alex Zaccaria, Co-Founder and CEO, Linktree](https://netwealth.libsyn.com/ep-104-innovation-through-simplicity-alex-zaccaria-co-founder-and-ceo-linktree) _2025-11-12 · Between Meetings with Matt Heine_ 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… [Listen](https://traffic.libsyn.com/secure/netwealth/Between_Meetings_-_Alex_Zaccaria.mp3?dest-id=539847) ## [Fortune 100 Health Secrets: Steal These Strategies for Your Mid-Market Clients](https://heads-up-adviser.simplecast.com/episodes/fortune-100-health-secrets-DbVWoxho) _2025-11-11 · john@headsupadviser.com (Lee Lewis, John W. Sbrocco) · Heads Up Adviser_ Lee Lewis explains the "grass is greener" paradox: large employers feel they're too bureaucratic to innovate, while mid-market employers feel they lack the scale. He reveals how a new model is breaking down these barriers, bundling Fortune 100-level solutions and making them accessible to the mid-market for the first time. Tune in to understand: Why the "Show-Up" model is the only effective way to… [Listen](https://cdn.simplecast.com/audio/56619d13-c4fc-4e1d-8ce1-6f98001d014e/episodes/a3e211be-d2fe-40bc-a15f-39ea3ea552dc/audio/59c7fc25-e0a5-4fbb-bacd-d3496859538e/default_tc.mp3?aid=rss_feed&feed=iojDIUqW) ## [The Advisor’s PBM Playbook: How to Win on Lowest Net Cost, Not Spreadsheets](https://heads-up-adviser.simplecast.com/episodes/the-advisors-pbm-playbook-LH2QltfC) _2025-10-28 · john@headsupadviser.com (John W. Sbrocco, Justin Jasniewski) · Heads Up Adviser_ Justin, a PBM industry insider, pulls back the curtain on the complex games that drive up pharmacy spend. He explains the critical difference between a PBM that claims to be “transparent” and one that is a true fiduciary, contractually bound to act in your best interest. This conversation moves beyond the misleading “spreadsheet game” of chasing rebates to focus on the one metric that actually… [Listen](https://cdn.simplecast.com/audio/56619d13-c4fc-4e1d-8ce1-6f98001d014e/episodes/e9f04d6b-8a24-48ff-949b-362ddc482e1d/audio/26c90096-9412-49cd-8952-dec24d9725ee/default_tc.mp3?aid=rss_feed&feed=iojDIUqW) ## [2025 Self-Funded Claims Update: What You Need to Know Before Your January 1, 2026, Renewal](https://heads-up-adviser.simplecast.com/episodes/2025-self-funded-claims-update-6oroVNWm) _2025-10-16 · john@headsupadviser.com (John W. Sbrocco) · Heads Up Adviser_ In this episode, John Sbrocco, Founder and CEO of Virtue Health, cuts through the industry jargon to give you a clear-eyed view of the current market. He breaks down the key factors driving medical inflation—from post-COVID utilization and provider consolidation to the staggering rise of catastrophic claims. Listen to learn: The real story behind renewal increases and the key inflation drivers you… [Listen](https://cdn.simplecast.com/audio/56619d13-c4fc-4e1d-8ce1-6f98001d014e/episodes/015459b6-fc4f-41c7-a065-d38971967609/audio/690eb912-391f-4eed-840c-d7ef39ca4dc3/default_tc.mp3?aid=rss_feed&feed=iojDIUqW) ## [High Dollar Claimants: How to Manage Them and Stop the Bleeding](https://heads-up-adviser.simplecast.com/episodes/high-dollar-claimants-how-to-manage-them-and-stop-the-bleeding-rKl6J1lM) _2025-10-09 · john@headsupadviser.com (Natalya Gertsik, John W. Sbrocco) · Heads Up Adviser_ Natalia Gertsik, a scientific researcher turned commercial leader, shares her personal journey into precision medicine after navigating a friend's brutal brain cancer diagnosis. She explains why traditional care navigation falls short for complex cases and how PHM's unique approach to precision medicine is not just saving lives, but also delivering substantial cost savings for self-funded… [Listen](https://cdn.simplecast.com/audio/56619d13-c4fc-4e1d-8ce1-6f98001d014e/episodes/694b349e-7546-4d93-a45c-b2be927cc5b5/audio/34c13d4f-ac98-464e-9671-ecad510b7390/default_tc.mp3?aid=rss_feed&feed=iojDIUqW) ## [Ep 103: Curating a competitive edge with culture - Michael Goodman, President, Wealthstream Advisors Inc.](https://netwealth.libsyn.com/ep-103-curating-a-competitive-edge-with-culture-michael-goodman-president-wealthstream-advisors-inc) _2025-10-09 · Between Meetings with Matt Heine_ 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… [Listen](https://traffic.libsyn.com/secure/netwealth/Between_Meetings_-_Michael_Goodman.mp3?dest-id=539847) ## [A guide for new optometry students with Dr Sam Strong](https://podcasters.spotify.com/pod/show/collegeofoptometrists/episodes/A-guide-for-new-optometry-students-with-Dr-Sam-Strong-e38l6nn) _2025-09-24 · The College of Optometrists · EyePod: The optometry podcast_ Starting your journey in optometry can feel overwhelming, but you’re not alone. In this episode, College Clinical Adviser Denise Voon MCOptom talks to Dr Sam Strong, Lecturer of Vision Science at Aston University, about how optometry students can make the most of their time at university. They discuss tips and advice for navigating coursework and clinical training, the importance of asking… [Listen](https://anchor.fm/s/4e7dcc8/podcast/play/108746935/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-8-24%2F408056790-44100-2-d0a8d2b3d012a.m4a) ## [#103 - Trust Distribution Disasters ... & how to avoid them](https://viewlegal.libsyn.com/103-trust-distribution-disasters-how-to-avoid-them) _2025-09-21 · ViewLegal Podcast_ On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted. Best practice dictates that investment be made in the approaches to be adopted well before the end of any financial year . True to this mantra, this case study focused webinar will explore a range of key themes relevant to all trust advisers, including:… [Listen](https://traffic.libsyn.com/secure/viewlegal/103_-_Trust_Distribution_Disasters_and_how_to_avoid_them.mp3?dest-id=274214) ## [Ep 102: Simplifying technology and processes to scale firms-Danni Le Grande](https://netwealth.libsyn.com/ep-102-simplifying-technology-and-processes-to-scale-firms-danni-le-grande) _2025-08-26 · Between Meetings with Matt Heine_ 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… [Listen](https://traffic.libsyn.com/secure/netwealth/Between_Meetings_-_Danni_Le_Grande.mp3?dest-id=539847)