Best Betweenmeetings Podcasts (2025)

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Ep 99: Scaling advice with AI and avatars 33:15

Play Pause

9d ago33:15

33:15

Listen to Dan Solin, President at Solin Strategic LLC and Evidence Based Advisor Marketing, as he shares his journey from law to financial advice, revealing how his legal background shaped a preventative, client-first mindset. In this episode, Dan unpacks the power of simplicity in investing, advocating for low-cost, transparent strategies that cut…

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Ep 98: Decoding wealth with data 39:56

1M ago39:56

39:56

Join Matt Heine as he sits down with Andrew Inwood, Global CEO of CoreData, to explore the dynamic world of financial services. In this episode, Andrew delves into the critical role of financial literacy and the profound impact of intergenerational wealth transfer. He discusses the evolving responsibilities of financial planners and how technology …

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Ep 97: Building a thriving community of advice professionals 34:08

2M ago34:08

34:08

Hear Clayton Daniel, CEO of Ensombl, as he discusses the remarkable evolution of Ensombl from a small team to a thriving community of over 10,000 advice professionals. Clayton shares valuable insights on how Ensombl has grown in size and sophistication, the challenges and successes they've faced, and their unwavering mission to drive the positive e…

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Ep 96: Engaging the next generation on their finances 29:49

4M ago29:49

29:49

Listen to Brett Joffe and Justin Joffe, co-founders of Flux Finance, a platform revolutionising financial literacy for young adults in Australia, relate their journey from struggling with their initial podcast episodes to building a community of over 450,000 members. Brett and Justin share how Flux combines education, gamification, and money tools …

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Ep 95: The 2024 roundup episode 30:55

4M ago30:55

30:55

This episode looks back at some of the most incisive moments from Matt’s conversations in 2024, with an array of impressive guests from diverse fields who share their experiences, insights, and key learnings for financial advisers. Listen to the full episodes from which these clips are taken: Ep 94: Embracing play at work to innovate and collaborat…

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Ep 94: Embracing play at work to innovate and collaborate – Tane Hunter & Dara Simkin 41:44

7M ago41:44

41:44

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 profess…

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Ep 93: Keeping wealth and succession in the family - Philip Pryor 35:06

8M ago35:06

35:06

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…

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Ep 92: Optimising advice firms for business efficiency - Sue Viskovic 35:43

9M ago35:43

35:43

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…

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Ep 91: Growing the licensee of the future - Hugh Humphrey 33:48

10M ago33:48

33:48

Listen to Hugh Humphrey, CEO of Count, as he traces his unique career path from roles in consulting, to telecommunications, and eventually to financial advice, now leading one of the largest licensee groups in Australia. Hugh shares the leadership insights he gained from other impressive leaders, such as values-based decision-making, the importance…

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Ep 90: Building bonds in the financial sector - Danielle Press 33:06

11M ago33:06

33:06

Hear Danielle Press, ex-Commissioner of ASIC and Consultant at Income Asset Management (IAM), discuss her diverse career in finance, including her roles at the Reserve Bank, a family office, and ASIC, before joining IAM. Danielle shares her views on leadership and change management, emphasizing the importance of honesty, humility, and vulnerability…

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Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo 37:50

12M ago37:50

37:50

Listen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author. Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning theory. He discusses the benefits of goals-based planning…

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Ep 88: Expanding horizons with alternative assets – Lawrence Calcano 29:57

1y ago29:57

29:57

Hear Lawrence Calcano, Chairman & CEO of iCapital, a platform that helps advisers access private markets, share his experiences of growing iCapital from a small team to a global company with over 1,200 employees. Lawrence emphasises the importance of having a strong culture, a clear vision, and a commitment to innovation and client success. He expl…

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Ep 87: Partnering with purpose to create a better world - Jean Oelwang 41:32

1y ago41:32

41:32

Listen to Jean Oelwang, CEO of Virgin Unite, relate how she was instrumental in creating the foundation of Richard Branson’s Virgin Group, which brings together the business and not-for-profit worlds to scale change and create a better world. 20 years on Jean recounts what drew her from telcos into the impact sphere, how she observed and had a few …

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Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey 42:38

1+ y ago42:38

42:38

Hear Shachar Kariv and Bernard Del Rey, co-founders of Capital Preferences, a company that provides solutions for understanding client preferences and behaviours in financial decision making, describe their research, background and motivations. Shachar and Bernard outline the challenges and limitations of traditional risk profiling methods. They br…

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Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler 33:02

1+ y ago33:02

33:02

Listen to Stephen Scheeler, CEO & Co-Founder of Omniscient Neurotechnology, relate how his corporate career moved to the internet and e-commerce sector, working at Facebook and finally setting up Omniscient, a leader in the field of neurotechnology. Stephen describes how he joined Facebook as one of the "adults" who helped transform the company fro…

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Ep 84: The 2023 roundup episode 45:08

1+ y ago45:08

45:08

In this episode, we roundup some of the highlights from our 2023 podcasts, to give you a flavour of each episode and so that you can catch up on what you missed, or find an episode you’d like to hear more of. We cover the best bits from: Ep 83: Ringing in the changes for the financial industry - Marcus Price Ep 82: Achieving the unachievable for f…

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Ep 83: Ringing in the changes for the financial industry - Marcus Price 24:57

1+ y ago24:57

24:57

Hear Marcus Price, CEO and Managing Director, Iress as he shares his background in banking to building PEXA and what drew him to the investment side of financial services with Iress. Marcus discusses the industry step change he accelerated with data and automation in banking decisions as well as bringing the digitisation of property settlements thr…

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Ep 82: Achieving the unachievable for financial services - Sarah Abood 40:57

1+ y ago40:57

40:57

Hear Sarah Abood share her journey into financial services and how she headed the merger of the FPA and AFA to become the CEO of the newly formed FAAA. Sarah discusses how she brought two longstanding organisations together and chats through the process of creating the FAAA brand to represent a united voice for the profession. Sarah relates the FAA…

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Ep 81: Raising the voice of the financial sector - Blake Briggs 29:17

1+ y ago29:17

29:17

Listen to Blake Briggs as he shares his diverse career journey through industrial advocacy, superannuation policy and finally to financial services and the FSC. Blake relays the skills, governance processes and overarching consumer lens that assist in creating a unified strong voice for the financial industry through the FSC. He explains how the FS…

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Ep 80: Harnessing the power of AI in the advice industry - Dr. Michael Kollo 34:31

2y ago34:31

34:31

Hear Dr. Micheal Kollo as he discusses his journey from a PhD in finance to becoming a quantitative manager, using algorithms to forecast markets. Michael uncovers how AI now translates complex financial data into intuitive client reports. He takes a deep dive into the intricacies of tools like ChatGPT and how financial advisers can harness its pot…

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Ep 79: Evolving the client value proposition with technology – Matt Heine 39:55

2y ago39:55

39:55

In this episode, Matt jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition. Matt shares the efficiencies of managed accounts during turbulent markets, integrating ESG into the offering,…

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Ep 78: Empowering students for their financial future - Kendall Flutey 30:09

2y ago30:09

30:09

Picking up from episode 35, Kendall Flutey, Co-Founder and CEO of Banqer, now shares how experiential learning with Banqer Primary has expanded to high school children, giving them the chance to increase their financial literacy and capability that translates into real life. She describes how Banqer has helped to uplift the financial capability of …

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Ep 77: Strategic perspectives on scale and independence – Matt Brinker 24:47

2y ago24:47

24:47

Listen to Matt Brinker, Managing Partner of Merchant Investment Management, share how he built United Capital, a platform to help advisers scale their businesses, into a $25bn behemoth before its acquisition by Goldman Sachs. Matt reveals why he then changed focus from uniformity and scale to celebrating diversity in business structures and individ…

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Ep 76: Building a wealth platform to transform lives – Brent Brodeski 35:28

2y ago35:28

35:28

Hear Brent Brodeski, CEO & Founder, Savant Wealth Management discuss his journey to becoming a successful entrepreneur and leader in the financial industry. Brent shares his personal experiences and how he overcame challenges, made tough decisions, and developed a strong vision for the future of his company. From his early days as a stockbroker to …

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Ep 75: Talking about a revolution in investing - Jennifer Risher 36:43

2+ y ago36:43

36:43

Listen to Jennifer Risher, Author, Speaker and Co-founder of #HalfMyDAF, as she shares her wealth journey from early days at Microsoft and Amazon. Jennifer explains the emotional and sensitive side of money with real life examples of what she terms as 'the embarrassment of riches', a title she almost used for her book, and the isolation that wealth…

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Ep 74: Customising client experiences and advice with technology – Nathan Fradley 37:31

2+ y ago37:31

37:31

Listen to Nathan Fradley, Director of Ethos ESG Australia and Senior Adviser at Tribeca Financial, as he recounts his career journey into ethical advice and why he brought an ESG data and software tool for advisers (Ethos) to Australia. Nathan unpacks the micro and macro impact of financial advisers on society and the economy, and the need to enhan…

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Ep 73: Reconciling profitability with impact investing – Ben Krasnostein 35:05

2+ y ago35:05

35:05

Hear Ben Krasnostein, Managing Director of Kilara Capital, trace his career path into the world of impact investing, where he finally began to realise his aspiration to combine profit and purpose and founded Kilara Capital, an investment management business focussed on both impact and commercial returns. Ben unpacks the responsible investment spect…

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Ep 72: Embracing a growth mindset and visioning the new quo – Luke Sayers 31:15

2+ y ago31:15

31:15

Listen to Luke Sayers, Founder & Executive Chairman of Sayers, as he shares the philosophy of Sayers, a fast-growing investment advisory, named LinkedIn Startup of the year 2021. Luke relates how his consulting career path took him from growing up in a small Victorian country town to becoming the youngest managing director at PWC, president of the …

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Ep 71: The changing face of the wealth industry – Dr. Isaac Poole 32:52

2+ y ago32:52

32:52

Hear Dr. Isaac Poole, CIO of Oreana, share how his interest in economics launched a career that took him around the world, spanning government and corporate roles in economic strategy, before finally moving into the wealth profession. Isaac offers guidance for those starting their career and shares the importance of mentoring for the industry as he…

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Ep 70: The true cost of independent wealth advice – Steve Tucker 30:47

3y ago30:47

30:47

Listen to Steve Tucker, Chairman & Founding Partner of Koda Capital as he chats through how he became a young CEO of MLC, why he started Koda Capital, the changes he has spearheaded and the future of the finance industry. Steve shares how he began a revolution in the advice industry’s commission trails system and where he sees the industry heading …

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Ep 69: Building a wealth business with investment insight – David Wright 37:50

3y ago37:50

37:50

Hear David Wright, CEO & joint founder of Zenith Investment Partners, as he recounts his 30-year career journey in research and investment analysis, the evolution he has seen in the finance industry and the impetus for starting Zenith over 20 years ago. David shares what he’s learnt from building his own business and why he enjoys the educational a…

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Ep 68: Curating your client’s best life with wealth technology – Santiago Burridge 34:31

3y ago34:31

34:31

Listen to Santiago Burridge, CEO & Co-founder of Lumiant, as he takes us through his financial career, the changes he’s seen in the wealth industry, and what led him to start a new tech company mid-career. Santiago discusses why it’s important for advisers to focus on non-financial family members and to understand the role of life goals and values …

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Ep 67: Connecting staff and technology to scale wealth firms – Catherine Robson 51:02

3y ago51:02

51:02

Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business. Catherine reveals the joys and responsibilities of her current roles as non-executive director of Equity Trustees, Greater Bank, and Lumos, as well …

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Ep 66: The emotional dimension of business and wealth strategy - Kristine Brooks 31:37

3y ago31:37

31:37

Listen to Kristine Brooks, Head of Australian Business at Milford, as she recounts her journey from the trading floors of Perth to her position today, helping to lead the specialist investment firm with just under $17bn under management. The combination of Kristine’s competitive nature and emotional intelligence saw her, during her time at Zurich, …

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Ep 65: Utilising governance and tech to scale wealth firms - Jonathan Christie 36:31

3y ago36:31

36:31

Hear how Jonathan Christie, Managing Director of Oreana Financial Services (Australia), came to create the independent licensee in 2018 and has since overseen its growth from just one client at inception to now having 33 clients and around 3000 advisers under management. Driving their growth has been Jonathan and Oreana’s ability to retain experien…

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Ep 64: A human approach to risk, technology and wealth - Martin Franc 30:58

3y ago30:58

30:58

Hear how Martin Franc, CEO of Invesco Australia, accelerated Invesco’s performance – and has overseen their assets under management grow from $1bn to $37bn since joining the company over eight years ago. Martin emphasizes the value of connection in creating deeper client relationships and an internal culture that enables the curiosity required to s…

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Ep 63: Steering family offices through powerful networks - Richard Milroy 36:56

3+ y ago36:56

36:56

Listen to Richard Milroy, Executive Director of Private Wealth Network (PWN), an independent membership organisation for high-net-worth individuals and family offices, as he describes the opportunities and challenges of family portfolio management. Richard’s background in events and media adds a new perspective to this complex topic, shedding light…

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Ep 62: Capitalising on data with wealth technology - Paul Campbell 36:15

3+ y ago36:15

36:15

Listen to Paul Campbell, Managing Director of Xeppo, as he shares why he founded data and business management platform Xeppo, the important role of data for business efficiency, and how practises can use their data in a more insightful way to unlock opportunities. Paul discusses the structure of advice in the next 3-5 years, common traits of the be…

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Ep 61: Talking tech with the founder of SEEK and Square Peg Capital – Paul Bassat 39:05

3+ y ago39:05

39:05

Hear Paul Bassat, Co-Founder at Square Peg (ex-CEO of SEEK and AFL Commissioner), in our first ever live podcast, as he shares how he went from being a lawyer to setting up one of the most successful tech companies in Australia. Paul talks through his experience and global perspective on emerging technology, the future of customer experience and ea…

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Ep 60: Exploring ESG, impact investing and the megatrend of net zero - Kate Temby 36:19

3+ y ago36:19

36:19

Kate Temby, Independent Director of Netwealth and Partner at Affirmative Investment Management, shares what drew her into finance, the early years of her high-profile role in New York whilst balancing a family, and the traits of her favourite leaders. Kate discusses why she is passionate about ESG and impact investing, the various shades of green i…

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Ep 59: Delivering hyper-personalised wealth solutions with technology - Greg Kirk 32:23

3+ y ago32:23

32:23

Greg Kirk, Executive Chairman of Implemented Portfolios, shares some of his experiences over the last 45 years in the finance industry. We talk about the important leadership traits required during the pandemic, the future of the workplace and the challenges of the digital only world on culture. We also discuss the importance of using technology to…

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Ep 58: Navigating a crisis through wealth and wellbeing - Matt Brown 38:07

3+ y ago38:07

38:07

Hear from Matt Brown, Executive GM of Australian Unity Advice, as he shares the early years of his career, the circumstances that drew him into financial advice and to his current role at Australian Unity. We chat through the importance of company values, building resilience in his team through tragedy and key findings of the latest Australian Unit…

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Ep 57: Technology and the licensee of the future - Neil Younger 37:26

4y ago37:26

37:26

Neil Younger, CEO of Fortnum Private Wealth, shares some of the major changes he’s seen in the industry over the last 30 years of his career and the evolution of financial advice business structures and models. We also discuss what the licensee of the future looks like, the benefits and challenges of technology during COVID in the advice relationsh…

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Ep 56: Making super work for Australians - Senator Andrew Bragg 36:14

4y ago36:14

36:14

Senator Andrew Bragg shares his thoughts on a wide range of topics, including how he took on tech giants Google and Facebook earlier this year, the importance of dynamic policy settings for Australia to be competitive, the need for regulation and consumer protection in cryptocurrency markets, and what we need to do to make super work more effective…

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Ep 55: Benchmarking for success - Sarah Brennan 42:06

4y ago42:06

42:06

Hear how Sarah Brennan's career went from humble beginnings in a call centre, to setting up her own benchmarking business and then becoming the CEO of Investment Trends. We chat through the changing face of advice business models, the explosion of online broking and what advisers can do to position themselves for millennial markets. We also explore…

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Ep. 54: Future proofing - the increasing importance of ethical investing – John McMurdo 39:04

4y ago39:04

39:04

John unpacks the importance of knowing your ‘why’, his journey into the finance sector, key lessons he’s learnt as a CEO, and some of the innovative things Australian Ethical are doing to future proof themselves. We discuss what he sees as the next big themes for investing and he shares some tips on where advisers can look to self-educate on future…

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Ep 53: The value of financial advice - Jodie Hampshire 41:45

4y ago41:45

41:45

Jodie Hampshire, Managing Director, Australia at Russell Investments, shares her journey into the wealth industry, the power of meditation, and the value of having a financial adviser. We discuss the future of advice, creating personalised experiences and the role of women.

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Ep 52: Creating a client experience in your advice business - Julie Littlechild 32:06

4y ago32:06

32:06

Internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild shares her research and insights into client engagement. We talk data collection, NPS, client segmentation and the role technology plays in creating a client experience.

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Ep 51: Past, present, and future of financial planning technology - Andrew Walsh 33:53

4+ y ago33:53

33:53

Andrew Walsh, Managing Director and CEO of Iress, shares his journey from founding Xplan 20 years ago to becoming the CEO of Iress. Andrew talks technology adoption, where advisers should start, the curse of the digital magpie and the importance of leveraging and protecting data. Hear Andrew’s thoughts on the future ‘bionic’ adviser, and how advise…

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Ep 50: Creating a modern advisory business for today's dynamic economy - Neville Azzopardi 37:25

4+ y ago37:25

37:25

Neville Azzopardi, founding partner and CEO of Sayers Wealth, on the launch of a new wealth management business and challenging the status quo. Listen to Neville discuss the opportunities to bring together a more holistic wealth approach for high net worth individuals (HWNIs), addressing the importance of family, the multi-generational family busin…