ÜBER DIESE EPISODE
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 and data are reshaping the industry. Andrew provides valuable insights into the challenges and opportunities facing financial services today, emphasising the importance of scalable solutions and strong client relationships. Listen in order to gain a deeper understanding of the future of financial planning and the strategies that can drive success.
Englisch
Australien
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WEITERE EPISODEN IN DIESEM PODCAST
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, ad…
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 Australia as a stateless prisoner of war with nothin…
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 offers powerful insights on what makes businesses…
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 explains why tech fatigue is real, and how firms can si…
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