In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.
Ep 51: Past, present, and future of financial planning technology - Andrew Walsh
Andrew Walsh, Managing Director and CEO of Iress, shares his journey from founding Xplan 20 years ago to becoming the CEO of Iress. Andrew talks technology adoption, where advisers should start, the curse of the digital magpie and the importance of leveraging and protecting data. Hear Andrew’s thoughts on the future ‘bionic’ adviser, and how advisers can harness robo-technology to provide an on-demand client experience.
Ep 50: Creating a modern advisory business for today's dynamic economy - Neville Azzopardi
Neville Azzopardi, founding partner and CEO of Sayers Wealth, on the launch of a new wealth management business and challenging the status quo.
Listen to Neville discuss the opportunities to bring together a more holistic wealth approach for high net worth individuals (HWNIs), addressing the importance of family, the multi-generational family business, technology and the changing face of philanthropy.
Ep 49: Creating a healthy workplace - Damien Mu
Hear how Damien Mu went from working in the mailroom to be the CEO of AIA Australia and New Zealand, one of the countries largest life insurers.
He also shares how he has built a purpose-led organisation and what workplaces should consider to support mental and physical wellbeing.
Ep 48: Collaborating with the media - Michelle Baltazar
"What I've found in the last 12 months of working with the Money team is that there's absolute demand out there for good content around finance and steps towards building your wealth."
Michelle Baltazar, Executive Director of Media for Rainmaker Group - publisher of the Financial Standard and Money Magazine, joins to share her advice for wealth management professionals wanting to be heard in the media. Michelle also discusses some of the major trends she's covering and the future of events post-COVID.
Ep 47: The expanding role of financial advisers - Clayton Daniel
"As the role of the adviser expands, the previous work and the previous roles are not diminishing, it's just additional work is being done."
Clayton Daniel, Managing Director of XY Adviser - a social network for the advice industry, joins to share how he went from aspiring rockstar, to running his own advice business, to managing an online community for financial advisers. Clayton also discusses the expanding role of advisers, and what he has planned for the future of XY.
Ep 46: Exploring the qualities of successful leaders - Brett Kelly
Hear how Brett Kelly, founder and CEO of Kelly Partners, got to speak to some of the most influential Australians at the age of 22 and how this inspired him to create his own business. In this fascinating episode, Brett also explores what he’s learnt about people management from some of the world’s best leaders and how he maintains a passion for his work.