Between Meetings with Matt Heine
Netwealth Investments Limited
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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…
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,…
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…
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…
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…
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."…
Ep 102: Simplifying technology and processes to scale firms-Danni Le Grande
Matt Heine chats with Danni Le Grande, Head of IFA Consulting at Finura Group, one of Australia's leading technology consultants for advice firms. With a career spanning licensees, funds management,…
Ep 101: Supercharging self-licensed firms - Kon Costas
Matt Heine welcomes Kon Costas, Managing Director of The Principals' Community, for a wide-ranging chat on the future of financial advice. With decades of leadership experience across Westpac, BT and…
Ep 100: Crafting a 25-year overnight success - Michael Heine
In our milestone 100th episode, Matt Heine interviews his father and founder of Netwealth, Michael Heine, in a rare and wide-ranging conversation spanning decades of business lessons and life…
Ep 99: Scaling advice with AI and avatars - Dan Solin
Listen to Dan Solin, President at Solin Strategic LLC and Evidence Based Advisor Marketing, as he shares his journey from law to financial advice, revealing how his legal background shaped a…
Ep 98: Decoding wealth with data - Andrew Inwood
Join Matt Heine as he sits down with Andrew Inwood, Global CEO of CoreData, to explore the dynamic world of financial services. In this episode, Andrew delves into the critical role of financial…
Ep 97: Building a thriving community of advice professionals - Clayton Daniel
Hear Clayton Daniel, CEO of Ensombl, as he discusses the remarkable evolution of Ensombl from a small team to a thriving community of over 10,000 advice professionals. Clayton shares valuable…
Ep 96: Engaging the next generation on their finances - Brett Joffe & Justin Joffe
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…
Ep 95: The 2024 roundup episode
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…
Ep 94: Embracing play at work to innovate and collaborate – Tane Hunter & Dara Simkin
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,…
Ep 93: Keeping wealth and succession in the family - Philip Pryor
Listen to Philip Pryor, Founder & CEO at Family Business Central, talk through his career transition from psychology and large corporates to family businesses, finding greater fulfilment and…
Ep 92: Optimising advice firms for business efficiency - Sue Viskovic
Hear Sue Viskovic, General Manager, Consulting at VBP, trace her career in financial services, and discuss how she started Elixir Consulting (now part of VBP) to provide business coaching to advice…
Ep 91: Growing the licensee of the future - Hugh Humphrey
Listen to Hugh Humphrey, CEO of Count, as he traces his unique career path from roles in consulting, to telecommunications, and eventually to financial advice, now leading one of the largest licensee…
Ep 90: Building bonds in the financial sector - Danielle Press
Hear Danielle Press, ex-Commissioner of ASIC and Consultant at Income Asset Management (IAM), discuss her diverse career in finance, including her roles at the Reserve Bank, a family office, and…
Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo
Listen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author. Dean talks through how he developed a unique…
Frequently Asked Questions
Between Meetings with Matt Heine has published 100 episodes since October 2018, covering topics in Business, Business News.
Between Meetings with Matt Heine is currently highly active with new episodes monthly. Average episode length is 36m.
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