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.
You can also subscribe to this series on iTunes, Spotify, Soundcloud or Stitcher.
(Latest) Episode 18: Why education standards matter
Dante de Gori - CEO - Financial Planning Association of Australia (FPA)
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.
All episodes:
Episode 1: Capitalising on the growing demand for financial advice
Episode 2: Improve your business's digital user experience
Episode 3: How to better create value for your clients
Episode 4: Why it's important to not get complacent after success
Episode 5: Harnessing technology as a point of difference
Episode 6: Managing your brand reputation
Episode 7: AI Investing - The future is here
Episode 8: What's your rating?
Episode 9: Getting your business focus right
Episode 10: Bringing financial advice to more Australians
Episode 11: Improving adviser efficiency with AI
Episode 12: RegTech: Enabling better compliance, faster
Episode 13: The role of the media
Episode 14: Why advice businesses should have a strategic plan
Episode 15: Improving your productivity
Episode 16: Why financial advisers are embracing ETFs
Episode 17: Building a culture of success
Episode 18: Why education standards matter
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Episode 1: Capitalising on the growing demand for financial advice
Recep Peker - Research Director - Investment Trends
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.
Episode 2: How to improve your business's digital user experience
Tim Kotsiakos - Creative Director & Founder - MASS
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.
Episode 3: How to better create value for clients
Siva Sivakumaran - Managing Director, Adviser & Intermediary Solutions - Russell Investments
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.
Episode 4: Why it's important not to get complacent after success
Oliver Hesketh - Head of NMG’s Management Consulting practice
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 the growth of robo-advice with Oliver Hesketh, head of NMG’s Management Consulting practice (formally Tria Investment Partners).
Episode 5: Harnessing technology as a point of difference
Chris Ridd - CEO - My Prosperity
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.
Episode 6: Managing your brand reputation
Julie Bennett and Fiona Harris - Public Relations - 64 Media
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.
Episode 7: AI Investing - The future is here
Jason Winderbaum - Regional head of Australia - Sanlam Private Wealth
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.
Episode 8: What's your rating?
Angus Woods and Mark Hoven - Adviser Ratings
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.
Episode 9: Getting your business focus right
Michael Harrison and Rob Jones - Peloton Partners
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.
Episode 10: Bringing financial advice to more Australians
Hon. Bernie Ripoll - Director - Map My Plan
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.
Episode 11: Improving adviser efficiency with AI
Joel Robbie - Co-founder & CEO - Nod
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.
Episode 12: RegTech: Enabling better compliance, faster
Samantha Clarke - CEO - Advice RegTech
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.
Episode 13: The role of the media
Aleks Vickovich - Digital Editor - Your Money
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.
Episode 14: Why advice businesses should have a strategic plan
Brad Fox - Founder - SmartBrave Consulting
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 President.
Episode 15: Improving your productivity
Vanessa Bennett - CEO & Co-Founder - Next Evolution Performance
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.
Episode 16: Why financial advisers are embracing ETFs
Alex Vynokur - CEO & Co-Founder - Betashares
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.
Episode 17: Building a culture of success
Jeremy Duffield - CEO & Founder - SuperEd
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.
Episode 18: Why education standards matter
Dante de Gori - CEO - Financial Planning Association of Australia (FPA)
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.
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