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Between Meetings with Matt Heine

Netwealth Investments Limited
Financial Services
Financial Literacy
AI In Financial Services
Netwealth
Wealth Management
Financial Advice Industry
Client Engagement
Technology In Financial Services
Advice Technology
Change Management
Growth Mindset
Financial Advisory
Linktree
Technology In Finance
Self-Licensed Firms
Family Offices
Financial Advice
Retirement Planning
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.

PublishesInfrequentlyEpisodes100Founded8 years ago
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ManagementBusiness NewsNewsBusiness

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Artwork for Between Meetings

Latest Episodes

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 size, Sharon explains the three systems she sees consiste... more

YouTube

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

YouTube

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

YouTube

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Recent Guests

Sharon McClafferty
CEO/Founder of Slipstream Consulting
Slipstream Consulting
Episode: Ep 108: What "good" really looks like in advice businesses – Sharon McClafferty, Slipstream Group
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

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
    Australia3 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
    Australia5 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 108: What "good" really looks like in advice businesses – Sharon McClafferty, Slipstream Group
Q: Are you seeing a lot of shifts in value proposition and the move to AI and offshoring disrupt the org charts?
Yes, major shifts are underway. The value proposition is moving away from traditional roles to task-based work, with AI and offshoring reshaping how work is structured; firms need to rethink org charts to focus on tasks and capability rather than fixed roles.
Ep 108: What "good" really looks like in advice businesses – Sharon McClafferty, Slipstream Group
Q: I know you're very evidence-based and you've got an incredible data set now. What does good look like in your mind? What are you seeing good in the industry?
Good looks like firms having three working systems: identifying ideal clients, clearly articulating and charging for value, and ensuring the right work sits on the right desk, which enables scalable growth and meaningful profitability without burning out the team.
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.

Audience Metrics

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

Listeners per Episode
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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?

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?

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1. 15 Minutes with the Boss
2. Ensombl Advice Australia
3. The Fin
4. Chanticleer
5. NAB Morning Call

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

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