Between Meetings with Matt Heine

Netwealth Investments Limited
  • 5.0 (1)
  • Management

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.

  1. 5d ago

    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 right buyer is not always the highest bidder. Victoria Hicks explains the importance of optionality, sale readiness and stakeholder alignment, and shares practical insight on internal succession, equity participation and the risks of poorly structured deals. The conversation also looks ahead to AI, and how new advice models could broaden access while raising expectations of what human advisers need to deliver.

  2. Jul 8

    Ep 109: Building an advice business through content - Pete Matthew, CEO & Chartered Financial Planner | Jacksons Wealth Management

    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 transparency and depth in content naturally filters for the right clients. They also discuss structural challenges in the advice industry, including the ongoing advice gap, declining adviser numbers, and increasing reliance on technology and AI. Pete outlines his approach to client selection, scaling engagement through digital channels, and embedding a four-day working week without reducing performance; offering practical insights for advisers looking to evolve their model. Explore more from Pete at Meaningful Money and Jacksons.

  3. May 15

    Ep 108: What "good" really looks like in advice businesses – Sharon McClafferty, Slipstream Group

    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, margin expectations, succession challenges and how AI and offshoring are changing the way work gets done. A practical conversation for advisers and practice owners thinking about profitability, scale and long‑term sustainability.

  4. Mar 10

    Ep 107: Behavioural finance, family offices & the future of advice – Prof. Lauren Cohen, Harvard Business School

    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 leading global families and fintechs.

  5. Feb 11

    Ep 106: The insights powering advice in the year ahead – The 2025 roundup

    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 provides a thought-provoking snapshot of the profession's direction and what it takes to stay ahead.

  6. 12/08/2025

    Ep 105: Breaking growth barriers in advice – Eliza De Pardo, Founder, De Pardo Consulting

    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 achieve sustainable growth. Check out below information on the Ignition Program: IGNITION: From Practice to Powerhouse Launches January 5th, 2026! The first online business growth course built exclusively for advisory firms under $250M AUM. Seven strategic modules covering firm development stages, the challenges and solutions, financial fundamentals, 5 big growth strategies, crafting your client value proposition, building service packages that are profitable and implementation frameworks - plus, access six months of live monthly Q&A sessions with Eliza De Pardo to drive implementation. Early Action Pricing: Save $500 when you enroll before January 30th. Join the waitlist now. Enrol January 5th, 2026 at www.depardoconsulting.com

  7. 11/12/2025

    Ep 104: Innovation through simplicity - Alex Zaccaria, Co-Founder and CEO, Linktree

    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 been key to Linktree's success.  They also delve into AI transformation - how Alex is rewiring his business with "AI factories," empowering teams through automation, and rethinking leadership in the age of intelligent tools. A must-listen for anyone building products, teams, or ideas that scale.

  8. 10/09/2025

    Ep 103: Curating a competitive edge with culture - Michael Goodman, President, Wealthstream Advisors Inc.

    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 capacity planning, why culture has been his greatest differentiator, and how he has created a widely respected ownership model for staff. They also explore U.S. industry trends including private equity rollups, de-consolidation, and succession challenges, plus how AI and technology are reshaping advice delivery. A must-listen for anyone interested in leadership, growth and the future of financial planning.

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About

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.

Information

  • Creator
    Netwealth Investments Limited
  • Years Active
    2018 - 2026
  • Episodes
    96
  • Rating
    Clean
  • Copyright
    © Netwealth Investments Limited (ABN 85 090 569 109, AFS Licence No. 230975)
  • Show Website
    Between Meetings with Matt Heine

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