Between Meetings With Matt Heine

Hear how Mark Hoven, CEO of Adviser Ratings, envisions the future of the financial advice industry based on research from the Advice Landscape report. Mark shares insights on the growth in self-licensing, licensee switching, adviser exits from the industry and if episodic advice is the new way forward.

Michael Blomfield, CEO of wealth management research firm Investment Trends, joins to share what direction platforms may take based on insights from financial advisers. Being no stranger to financial services, Michael also delves into his long and successful background -  including how he helped to make CommSec a dominant industry-leader, how he built strong relationships in Asia and his views on the future of financial advice and robo-solutions.

With the majority of the advice industry working virtually, discover innovative ways that can help you to maintain meaningful client relationships and keep your team motivated from Andrew Rutherford, COO at Koda Capital. As well as sharing how Koda Capital is managing this new way of working, including virtual yoga classes for clients, Andrew also discusses the technology he is enjoying and what he looked for when deciding upon a new CRM.

Matt chats with Ray Djani, Managing Director of advice firm Cardena Private Wealth, and an early adopter of remote working. Uncovering what Cardena Private Wealth has done to successfully adapt to this new way of working, Ray discusses the technology his team have found valuable, their experience with managed accounts during the market downturn, and their plans for overcoming some of the challenges advisers may face including maintaining team morale and navigating the end of the financial year.

Three-time Olympic gold medallist and CEO of Generation Life, Grant Hackett, shares the lessons he learnt during his sporting career that have influenced his successes outside the pool and in the financial services industry. In this episode, Grant also explores the role investment bonds can play as a tax-effective investment solution.

Discover the current trends shaping the advice landscape from Andrew Inwood, principal of CoreData, as he shares his team's latest research. Andrew discusses what advisers should be doing to succeed in this changing environment, how industry funds are trying to better understand their customers, the needs of high net worth individuals, and learnings from the UK and US advice experience.

It's never been more important for financial advisers to have a clear and quality investment philosophy for their clients. Charlie Haynes, CEO of Lonsec, discusses how managed accounts and investment research is evolving, and the portfolio construction benefits they're bringing to advisers and investors.

David Smorgon OAM, CEO of Pointmade, shares his learnings in leadership, values and family business succession from his journey with Smorgon Consolidated Industries, his experiences with family-owned companies and saving the Western Bulldogs football club.

Make your next hire a good one by learning what to look for in the next generation of aspiring advisers from Alisdair Barr, founder of Striver, a recruitment service that links advice firms with quality university graduates. Also explore the small business lessons he's learnt during his diverse career in the industry, as he takes us through his journey that begins as a paraplanner and includes working for a major bank to starting his own business.

Discover how financial advice documents are evolving with AdviceTech such as Artificial Intelligence (AI) and machine learning from Joel Robbie, CEO and founder of Nod. He also discusses his start-up journey, and the key lessons learnt along the way, as well and the impact he believes robo-advice will have on the industry and advisers.

To succeed in any business you need to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend. Kim Payne, managing director of 9rok, discusses how to effectively communicate the value you provide and she shares marketing strategies to get this message heard.

After rising to CEO of JBWere, Paul Heath, Co-Founder CEO of Koda Capital, made the decision leave and start his own business from scratch. In this episode Paul shares his motivation for co-founding Koda Capital and the lessons he learnt during his career in financial advice that helped to make it a success.

Find out why the words that you use matter as Scott West, head of Invesco Consulting, joins the show to share simple communication tips that can enhance the relationships with your clients.

With responsible investing continuing to rise in popularity and importance among investors, Richard Brandweiner - CEO of Pendal Australia, joins Matt to discuss the impact it is having on the investing landscape.

Learn the benefits of private equity and how it is becoming more accessible for investors with Russell Pillemer, CEO of Pengana Capital. Russell also shares his experiences from working in New York to founding and growing his funds management group into a success, and what it was like partnering with former Prime Minister Malcolm Turnbull.

Hear from a pioneer of the Australian LIC industry as Geoff Wilson, Chairman & CIO of Wilson Asset Management, joins Matt to share his story of how he helped popularise this investment vehicle and built a successful funds management company. Geoff also shares why he is opposed to Labor's proposed franking credit changes and his philanthropic initiatives that have seen over $10 million raised for charity.

Dante de Gori, CEO of the Financial Planning Association of Australia, joins Matt to discuss the benefits of greater education for advisers and what impact this will have on attracting the next generation into the industry. Dante also shares his experience of being in the box at the Royal Commission and what the future holds for the FPA.

Explore how Jeremy Duffield, CEO and founder of SuperEd, established Vanguard as a major force in the Australian wealth industry during his time as managing director. He delves into how he fostered a successful organisational culture during his 20 years in that role and also shares his thoughts on how technology can help achieve better retirement outcomes.

The low-cost and transparent nature of Exchange Traded Funds (ETFs) have seen their adoption rate accelerate among Australian advisers in light of the FOFA reforms. Alex Vynokur, co-founder and CEO of Betashares, discusses how ETFs are evolving and the lessons he has learnt from starting-up and managing ETF provider Betashares.

Discover strategies to make the most of your time and energy with Vanessa Bennett, CEO of Next-Evolution Performance, as she joins the show to discuss how financial advisers can achieve peak performance. Vanessa also explains the power of a positive mindset and the value of having effective people systems.