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 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
  • Ep 93: Keeping wealth and succession in the family - Philip Pryor
    2024/10/01

    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 leading to the founding of Family Business Central.

    Phil notes that the family enterprise market in Australia is less mature than the US and Europe, with fewer multi-generational families and a lack of understanding about family offices. He provides insights and examples of the emotional and logistical challenges families face when selling a business and highlights why fairness in family enterprises doesn't always mean equality. Phil outlines the importance of preparing the next generation through education, financial literacy, and involvement in family business activities to ensure long-term success. Lastly, he mentions that he is writing a book, titled "Risking It All," to help families in business navigate issues like communication, conflict management, and succession planning.

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    35 分
  • Ep 92: Optimising advice firms for business efficiency - Sue Viskovic
    2024/09/03

    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 firms.

    Sue recounts the challenges when advice businesses moved from commissions to fee-based models. She emphasizes the need for advisers to understand the intricacies of running a business, thorough business planning and being well-capitalized. Sue predicts that scalability will be crucial for advice businesses and outlines how practice management roles, technology (especially AI, data and CRM systems), and outsourcing to countries like the Philippines, can significantly reduce costs and improve efficiency. Lastly, Sue mentions how VBP helps firms looking to improve their operations through consulting, coaching, and outsourcing services.

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    36 分

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