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Between Meetings with Matt Heine

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

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
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Artwork for Between Meetings

Latest Episodes

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, the intersection of technology and advice, and how... more

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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 most, including AI, client engagement, firm culture, si... more

YouTube

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 for firm success, and how technology and marketing a... more

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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 in the music industry, its explosive user growth, a... more

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Recent Guests

Lauren Cohen
Ellie Simmons Professor of Business Administration, Harvard Business School
Harvard Business School
Episode: Ep 107: Behavioural finance, family offices & the future of advice – Prof. Lauren Cohen, Harvard Business School
Brent Joffe
Co-founder of Flux Finance
Flux Finance
Episode: Ep 106: The insights powering advice in the year ahead – The 2025 roundup
Justin Joffe
Co-founder of Flux Finance
Flux Finance
Episode: Ep 106: The insights powering advice in the year ahead – The 2025 roundup
Dan Sullen
President at Sullen Strategic
Sullen Strategic
Episode: Ep 106: The insights powering advice in the year ahead – The 2025 roundup
Andrew Inwood
Global CEO of Core Data
Core Data
Episode: Ep 106: The insights powering advice in the year ahead – The 2025 roundup
Michael Goodman
President of Greenspring Advisors
Greenspring Advisors
Episode: Ep 106: The insights powering advice in the year ahead – The 2025 roundup
Eliza Depardo
Founder of Depardo Consulting
Depardo Consulting
Episode: Ep 106: The insights powering advice in the year ahead – The 2025 roundup
Con Costas
Managing Director of The Principles Community
The Principles Community
Episode: Ep 106: The insights powering advice in the year ahead – The 2025 roundup
Clayton Daniel
ex-CEO of Ensemble
Ensemble
Episode: Ep 106: The insights powering advice in the year ahead – The 2025 roundup

Host

Matt Heine
Host of Between Meetings

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
    Australia6 years ago
  • Always worth listening to!

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

    Apple Podcasts
    5
    Bcminer
    Australia8 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.

Netwealth,Great podcast! Industry insights are so valuable - thanks so much!
Always worth listening to!
Easily accessible and makes sense
Great initiaive,Highly insightful as always.
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.
Great pod, business and management insights, plus finance!

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 107: Behavioural finance, family offices & the future of advice – Prof. Lauren Cohen, Harvard Business School
Q: How do family offices balance intergenerational succession with investing and growth?
Cohen discusses the single-heir approach used in Japan and contrasts it with other models, highlighting how succession planning, donor dynamics, and governance influence long-term wealth stewardship and innovation across generations.
Ep 107: Behavioural finance, family offices & the future of advice – Prof. Lauren Cohen, Harvard Business School
Q: What signals the shift toward a growth and innovation mindset in advisory firms, given the friction of change?
He suggests firm-specific strategies with broad rules of thumb, emphasizing that innovation often comes from improving how a product is delivered or how services are accessed, rather than wholesale replacement of everything.
Ep 107: Behavioural finance, family offices & the future of advice – Prof. Lauren Cohen, Harvard Business School
Q: What makes the pricing dynamics in wealth management so tricky when both fundamental value and behavioral factors are at play?
Cohen explains that while markets tend toward fundamental values due to arbitrage and rational benchmarks, behavioral biases can push prices and even entire industries away from those fundamentals for long periods, requiring a blended approach to valuation.
Ep 104: Innovation through simplicity - Alex Zaccaria, Co-Founder and CEO, Linktree
Q: What advice would you have for those thinking about taking private equity or outside investments?
Alex advises to ensure values align with the investors, as the relationship is akin to a marriage and will impact how the business operates.
Ep 104: Innovation through simplicity - Alex Zaccaria, Co-Founder and CEO, Linktree
Q: How do you gather feedback from customers?
Alex explains that they have a team focusing on influential users and look at feedback in aggregate, leveraging AI for insights and conducting regular town halls.

Audience Metrics

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Frequently Asked Questions About Between Meetings

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

The show features conversations with senior figures and practitioners in wealth management, financial services, and fintech, exploring how technology, data, and human factors shape advice, client engagement, and firm growth. Topics routinely include AI adoption, advisor education, intergenerational wealth transfer, culture, and scalable processes, with practical takeaways for firms aiming to modernize operations, improve client experience, and stay competitive in dynamic markets. A standout pattern is bridging high-level strategy with hands-on tactics—from branding and marketing to governance and change management—often anchored by regional perspectives from Australia and the broader global market. The format tends to spotlight actionable f... more

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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 WealthTech Insider
3. The ifa Show
4. Chanticleer
5. The Money Puzzle

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.

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What guests have appeared on Between Meetings?

Recent guests on Between Meetings include:

1. Lauren Cohen
2. Brent Joffe
3. Justin Joffe
4. Dan Sullen
5. Andrew Inwood
6. Michael Goodman
7. Eliza Depardo
8. Con Costas

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