Between Meetings With Matt Heine

With all the change impacting the industry, it's now more important than ever to future-proof your business. Hear why you should create a strategic plan to truly understand the industry environment, your competitive advantages, and stakeholders, from Brad Fox, founder of SmartBrave Consulting and former AFA CEO.

Aleks Vickovich, digital editor of Your Money, joins Matt to discuss the changes he's seen in financial advice, gaps in the market he believes haven't adequately been filled, and what Australian advisers can learn from their American peers - based on his six years covering the industry at Momentum Media.

RegTech is looking to revolutionise compliance in the financial advice industry. Samantha Clarke, CEO of Advice RegTech, discusses how an adviser can implement RegTech in their practice to enable them to meet their compliance obligations quickly and efficiently.

Find out how artificial intelligence is transforming the SOA production and removing the manual work involved in delivering advice, from Joel Robbie the co-founder and CEO of Nod. Joel also speaks about his journey into this technology, sharing the story of his fintech start-up and the important lessons learnt as an entrepreneur.

The Hon. Bernie Ripoll, a.k.a the Father of FOFA and director of Map My Plan, believes every Australian should have a financial plan and chats with Matt about how technology can help advisers make this a reality. In this episode, Bernie also reflects on the Future of Financial Advice reforms and shares his views on the Royal Commission.

What is your advice worth? Michael Harrison and Rob Jones from Peloton Partners discuss the challenge and importance of truly understanding your business and how to effectively value your offering. Plus they share why more advice practices and advisers need to be proactive with technology if they wish to thrive.

The 2018 Netwealth AdviceTech report reveals that less than 30% of advice businesses are using tools to capture feedback from their clients. Angus Woods and Mark Hoven from Adviser Ratings get behind the mic with Matt to discuss how consumer feedback tools may help advisers and their practice better engage with their clients, improve their service and win new customers.

Take a deep dive into the impact artificial intelligence (AI) investing is having on the wealth industry here and overseas. Jason Winderbaum, Sanlam Private Wealth's regional head of Australia, joins Matt to discuss how Sanlam are embracing this technology and if there will still be a role for emotional intelligence in advice.

The media is a powerful tool to bring advice to everyone and establish yourself as a thought leader - but how do you make yourself heard? Learn how to become more involved with the media and what you should be doing to manage your brands reputation in the public eye, with Julie Bennett and Fiona Harris from financial services public relations company 64 Media.

Hear why advisers should be embracing technology to take advantage of their data set and improve client engagement from Chris Ridd, CEO of My Prosperity. Chris and Matt also explore how advisers can evaluate new technology to make sure it fits their ecosystem.

In this episode we discuss why it's important to not get complacent after a period of success, the growth of ETFs and if advisers should be concerned or excited about robo-advice with Oliver Hesketh, head of NMG’s Management Consulting practice (formally Tria Investment Partners).

With advisers still feeling the fallout from the FOFA reforms and the continual improvements in technology and increased competition - who is going to succeed in this new world? Siva Sivakumaran, Managing Director of Adviser & Intermediary Solutions at Russell Investments, joins Matt to chat about the challenge advisers now face when it comes to creating value for clients as well as what they can do to better service mum and dad investors.

Are your practice's digital and physical experiences aligned? Listen to Tim Kotsiakos, Founder and Creative Director at MASS on the importance of having a consistent digital user experience for your business and what can be implemented to get your innovations to market quicker with best practices such as design thinking and customer experience design.

Despite the growing demand for financial advice, fewer planners are reporting growth and practice profitability. Recep Peker, Research Director at Investment Trends, discusses some potential reasons for this and what opportunities exist for advisers to efficiently scale their business.