Between Meetings with Matt Heine

著者: Netwealth Investments Limited
  • サマリー

  • 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.
    Netwealth Investments Limited (ABN 85 090 569 109, AFS Licence No. 230975)
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あらすじ・解説

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.
Netwealth Investments Limited (ABN 85 090 569 109, AFS Licence No. 230975)
エピソード
  • Ep 96: Engaging the next generation on their finances
    2025/02/18

    Listen to Brett Joffe and Justin Joffe, co-founders of Flux Finance, a platform revolutionising financial literacy for young adults in Australia, relate their journey from struggling with their initial podcast episodes to building a community of over 450,000 members.

    Brett and Justin share how Flux combines education, gamification, and money tools to make financial topics engaging and accessible to the next generation and the Emerging Affluent (young professionals). They discuss their unique approach to creating financial content that is culturally relevant, co-branding opportunities for financial advisers that can help them build relationships in a scalable and cost-effective way, and their mission to improve financial wellbeing for individuals and employees by partnering with large enterprises to positively impact staff productivity and retention.

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    30 分
  • Ep 95: The 2024 roundup episode
    2025/01/22

    This episode looks back at some of the most incisive moments from Matt’s conversations in 2024, with an array of impressive guests from diverse fields who share their experiences, insights, and key learnings for financial advisers.

    Listen to the full episodes from which these clips are taken:

    Ep 94: Embracing play at work to innovate and collaborate – Tane Hunter & Dara Simkin

    Ep 93: Keeping wealth and succession in the family – Philip Pryor

    Ep 92: Optimising advice firms for business efficiency – Sue Viskovic

    Ep 91: Growing the licensee of the future – Hugh Humphrey

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

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

    Ep 88: Expanding horizons with alternative assets – Lawrence Calcano

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

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

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

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    31 分
  • Ep 94: Embracing play at work to innovate and collaborate – Tane Hunter & Dara Simkin
    2024/10/30

    Hear Tane Hunter and Dara Simkin discuss their unique career paths and collaboration on Future Crunch, a thought-leadership and research company that explores the frontiers of science and technology, and shares stories of human progress. Tane, a scientist with expertise in biology and technology, and Dara, a marketing and executive coaching professional, share their insights on the importance of play and storytelling in business. They explore the balance between technology and human interaction, emphasizing intelligent augmentation over artificial intelligence. The conversation delves into the challenges of rapid technological changes, cognitive flexibility, and the role of AI in various industries. Tane and Dara provide practical examples of integrating play and improvisation into business practices to foster creativity and innovation. They also highlight the significance of adaptability and the adaptability quotient (AQ) in navigating the evolving business landscape.

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    42 分
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