90 episodes

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.

Between Meetings with Matt Heine Netwealth Investments Limited

    • Business
    • 4.7 • 18 Ratings

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.

    Ep 90: Building bonds in the financial sector - Danielle Press

    Ep 90: Building bonds in the financial sector - Danielle Press

    Hear Danielle Press, ex-Commissioner of ASIC and Consultant at Income Asset Management (IAM), discuss her diverse career in finance, including her roles at the Reserve Bank, a family office, and ASIC, before joining IAM.
    Danielle shares her views on leadership and change management, emphasizing the importance of honesty, humility, and vulnerability to get the best out of people, and creating a balanced leadership team. She reflects on the impact of the Royal Commission and the Quality of Advice Review on financial services and shares her ‘back to the future’ prediction on the role of superfunds. Finally, she discusses the future of hybrids, her current work on fixed income and bonds, and her efforts to make bonds more accessible to retail investors through Netwealth.

    • 33 min
    Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo

    Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo

    Listen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author.
    Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning theory. He discusses the benefits of goals-based planning and explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes.
    Dean suggests that advisers could address the advice supply gap and service more clients with less effort by using technology. He warns of the risk of not investing in intergenerational planning and multidisciplinary services and finally concludes that the best businesses are already using AI and other tools to enhance their client engagement and value proposition.
    Effortless Engagement: www.effortlessengagement.com.au

    • 37 min
    Ep 88: Expanding horizons with alternative assets – Lawrence Calcano

    Ep 88: Expanding horizons with alternative assets – Lawrence Calcano

    Hear Lawrence Calcano, Chairman & CEO of iCapital, a platform that helps advisers access private markets, share his experiences of growing iCapital from a small team to a global company with over 1,200 employees.
    Lawrence emphasises the importance of having a strong culture, a clear vision, and a commitment to innovation and client success. He explains why alternative investments, such as private equity, private credit, hedge funds, and real estate, are becoming more popular among advisors and can help investors achieve their long-term goals. Lawrence also shares his enthusiasm about partnering with Netwealth to bring these opportunities to Australia, enabling Netwealth's clients to access iCapital's curated selection of alternative investments, as well as its educational program and operational support.

    • 29 min
    Ep 87: Partnering with purpose to create a better world - Jean Oelwang

    Ep 87: Partnering with purpose to create a better world - Jean Oelwang

    Listen to Jean Oelwang, CEO of Virgin Unite, relate how she was instrumental in creating the foundation of Richard Branson’s Virgin Group, which brings together the business and not-for-profit worlds to scale change and create a better world.
    20 years on Jean recounts what drew her from telcos into the impact sphere, how she observed and had a few ‘’light bulb’’ moments whilst incubating groups of great leaders, like Nelson Mandella, which became the inspiration to write her book on Partnering. Jean shares stories of people and companies who have connected with purpose and the rituals they maintain for success. She highlights the opportunity for businesses to change the world, how this impacts the bottom line, and shares advice for smaller businesses starting their journey

    • 41 min
    Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Ray

    Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Ray

    Hear Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, a company that provides solutions for understanding client preferences and behaviours in financial decision making, describe their research, background and motivations.
    Shachar and Bernard outline the challenges and limitations of traditional risk profiling methods. They break down the innovations and applications of Capital Preferences' tools in areas such as risk aversion, loss aversion, ambiguity aversion, multi-dimensional social preferences, and how to go about advising the modern couple. They also discuss the trends and opportunities for utilising these tools in financial advice and wealth management, especially in the context of personalisation, inter-generational client engagement, and enabling clients to achieve greater financial wellbeing.
    Learn more about Capital Preferences 

    • 42 min
    Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler

    Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler

    Listen to Stephen Scheeler, CEO & Co-Founder of Omniscient Neurotechnology, relate how his corporate career moved to the internet and e-commerce sector, working at Facebook and finally setting up Omniscient, a leader in the field of neurotechnology.
    Stephen describes how he joined Facebook as one of the "adults" who helped transform the company from cult success into a global powerhouse. He explains how he learned to be a humble, flexible and transparent leader at Facebook, and the practices he adopted, such as posting his performance reviews, creating a good boss/bad boss list, and empowering his team to succeed. Stephen talks through how he co-founded Omniscient, a company that uses AI to decode the human brain and solve problems in areas like mental illness, neurodegeneration, emotions and intelligence.

    • 33 min

Customer Reviews

4.7 out of 5
18 Ratings

18 Ratings

NickReviewsStuff ,

Great pod, business and management insights, plus finance!

Matt does a wonderful job extracting insights about the financial world as well as business and management principles. Well worth a listen and follow!

Naomi Joan ,

A great listen!

The Between Meetings podcast is a great listen for those in the financial services and financial advice space.

Always an interesting guest with unique insight to share.

truwealthadvice ,

Netwealth

Great podcast! Industry insights are so valuable - thanks so much!

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