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Between Meetings with Matt Heine

Netwealth Investments Limited
Financial Literacy
Wealth Management
Client Engagement
Technology In Financial Services
Financial Advisory
Growth Mindset
AI In Financial Services
Financial Advice Industry
Financial Services
Financial Advisors
Technology
Alternative Investments
Private Markets
Change Management
Royal Commission
Retirement Planning
Netwealth
Business Efficiency
Family Business Dynamics
Family Conflict Prevention

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.

PublishesMonthlyEpisodes100Founded8 years ago
Number of ListenersCategories
BusinessNewsBusiness NewsManagement

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Artwork for Between Meetings

Latest Episodes

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.”

Based in Manhattan, Michael reflects on his 29 year j... more

YouTube

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, advice practices, and tech consulting, Danni explai... more

YouTube

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 now a national self-licensed adviser network, Kon ... more

YouTube

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 experience. Michael recounts how his father arrived in Aus... more

YouTube

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Recent Guests

Dan Solin
Financial advisor, author, and consultant
Episode: Ep 99: Scaling advice with AI and avatars - Dan Solin
Clayton Daniels
CEO of Ensombl
Ensombl
Episode: Ep 97: Building a thriving community of advice professionals - Clayton Daniel
Phil Pryor
Founder and CEO of Family Business Central
Family Business Central
Episode: Ep 95: The 2024 roundup episode
Shachar Kariv
Co-founder of Capital Preferences
Capital Preferences
Episode: Ep 95: The 2024 roundup episode
Bernard Del Rey
Co-founder of Capital Preferences
Capital Preferences
Episode: Ep 95: The 2024 roundup episode
Dean Lombardo
Founder and Principal of Effortless Engagement
Effortless Engagement
Episode: Ep 95: The 2024 roundup episode
Stephen Scheeler
Co-founder of Omniscient Neurotechnology and former Facebook CEO
Omniscient Neurotechnology
Episode: Ep 95: The 2024 roundup episode
Hugh Humphrey
CEO of Count
Count
Episode: Ep 95: The 2024 roundup episode
Jean Oelwang
CEO of Virgin Unite
Virgin Unite
Episode: Ep 95: The 2024 roundup episode

Host

Matt Heine
Managing Director of Netwealth

Reviews

4.8 out of 5 stars from 28 ratings
  • Great pod, business and management insights, plus finance!

    Matt does a wonderful job extracting insights about the financial world as well as business and management principles. Well worth a listen and follow!

    Apple Podcasts
    5
    NickReviewsStuff
    Australia2 years ago
  • A great listen!

    The Between Meetings podcast is a great listen for those in the financial services and financial advice space.

    Always an interesting guest with unique insight to share.

    Apple Podcasts
    5
    Naomi Joan
    Australia4 years ago
  • Netwealth

    Great podcast! Industry insights are so valuable - thanks so much!

    Apple Podcasts
    5
    truwealthadvice
    Australia5 years ago
  • Always worth listening to!

    Thanks Matt and the netwealth team. It’s always great to hear other perspectives.

    Apple Podcasts
    5
    Bcminer
    Australia7 years ago
  • Easily accessible and makes sense

    Good listening and informative 👌

    Apple Podcasts
    5
    Ganlexy
    Australia8 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The podcast is praised for its accessibility and the clarity with which complex topics are presented.
Many express gratitude for the diverse range of expert guests and their unique perspectives on relevant industry challenges.
Listeners appreciate the insightful discussions revolving around the financial services industry.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ep 99: Scaling advice with AI and avatars - Dan Solin
Q: Do you think you can jump to step two without necessarily the profile that you had?
Dan Solin explains that while his credibility helped him initially, anyone can succeed by focusing on asking questions and genuinely listening to clients.
Ep 99: Scaling advice with AI and avatars - Dan Solin
Q: What are some of the key areas within the books that really sort of, I guess, have resonated with the advice community over in the US?
Dan Solin discusses his books aimed at helping investors, emphasizing a scientific approach to engagement for financial advisors.
Ep 100: Crafting a 25-year overnight success - Michael Heine
Q: What advice would you give to people that are currently in a growth stage?
Michael emphasizes the need for a balance between growth and administration, the importance of having a strong team, and the necessity for evolving governance as a business scales.
Ep 100: Crafting a 25-year overnight success - Michael Heine
Q: What were some of your best and worst moments from those pre-Netwealth days?
Michael discusses his early experiences in running a trading business that faced ups and downs, highlighting the lesson of recognizing when to pivot and the risks of diversification.
Ep 98: Decoding wealth with data - Andrew Inwood
Q: How are you seeing financial literacy and potentially financial capability evolve in the Australian market?
Inwood notes that financial literacy is not improving significantly and remains inconsistent within different demographics in Australia.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Location
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Age Range
Household Income
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Frequently Asked Questions About Between Meetings

What is Between Meetings about and what kind of topics does it cover?

This podcast series features conversations with industry professionals and thought leaders, focusing on the challenges and opportunities within the financial advisory sector. Key topics include financial planning, client engagement, technology's role in finance, and the impact of market dynamics. Notably, the dialogue extends to organizational culture, industry trends, and personal insights from guests on their favorite business literature. A distinctive aspect is the emphasis on simplifying complex processes and embracing innovative technologies to improve client interactions and operational efficiency, making it a valuable resource for financial advisors seeking to stay informed in a rapidly evolving landscape.

Where can I find podcast stats for Between Meetings?

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How many listeners does Between Meetings get?

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How many subscribers and views does Between Meetings have?

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Which podcasts are similar to Between Meetings?

These podcasts share a similar audience with Between Meetings:

1. Ensombl Advice Australia
2. The Diary Of A CEO with Steven Bartlett
3. 15 Minutes with the Boss
4. The Fin
5. How I Made It

How many episodes of Between Meetings are there?

Between Meetings launched 8 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Between Meetings?

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Where can I see ratings and reviews for Between Meetings?

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What guests have appeared on Between Meetings?

Recent guests on Between Meetings include:

1. Dan Solin
2. Clayton Daniels
3. Phil Pryor
4. Shachar Kariv
5. Bernard Del Rey
6. Dean Lombardo
7. Stephen Scheeler
8. Hugh Humphrey

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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