Episodes: 100
Frequency: Irregular
Rating: 4.7/5.0
Estimated listeners: 100 - 1,000
Listener location: Australia
Publicly listed emails
contact@netwealth.com.au
complaints@netwealth.com.au
marketing@netwealth.com.au
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Matt Heine - Managing Director of Netwealth, with a professional focus on financial advice, wealth management, and the delivery of financial services.
Pete Matthew - Building An Advice Business Through Long-term Content Creation, Client Selection, Digital Engagement, Adviser Capacity, And The Advice Gap.
Sharon McClafferty - Advice-business Quality, Ideal-client Definition, Value Pricing, Delegation, Profitability, Succession, Adviser Burnout, Artificial Intelligence, And Offshoring.
Lauren Cohen - Behavioural Finance, Family Offices, Technology And Advice, Generational Change, Wealth Management, And The Future Of Financial Advice.
Ep 110: M&A, private equity and the future of advice – Victoria Hicks, Founder & CEO | Melo Advisory
August 19, 2026
In this episode of Between Meetings, Matt Heine sits down with Victoria Hicks, Founder & CEO of Melo Advisory - a UK consultancy that helps financial advice firms grow, improve business value and prepare for succession or sale - to unpack the lessons Australian advice firms can take from the UK's M&A wave. They discuss why international capital was drawn to advice businesses, how buy-and-build models evolved, and why the right buyer is not always the highest bidder. Victoria Hicks explains th...
Ep 109: Building an advice business through content - Pete Matthew, CEO & Chartered Financial Planner | Jacksons Wealth Management
July 08, 2026
In this episode of Between Meetings, Matt Heine is joined by Jacksons Wealth Management CEO Pete Matthew. Pete is a UK-based chartered financial planner, podcaster and YouTuber, who has built a successful advice business by combining traditional planning with long-term content creation. Pete shares how his YouTube and podcast channels grew into a key source of qualified client demand, and why transparency and depth in content naturally filters for the right clients. They also discuss structur...
Ep 108: What "good" really looks like in advice businesses – Sharon McClafferty, Slipstream Group
May 15, 2026
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 consistently in high‑performing firms: clarity on ideal clients, the ability to articulate and price value, and effective delegation of work. The discussion also covers adviser burnout, margin expectations, succession challenges and how AI and offshoring ...
Between Meetings with Matt Heine is hosted by Matt Heine. Its publicly listed emails are contact@netwealth.com.au, complaints@netwealth.com.au, and marketing@netwealth.com.au. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed emails for Between Meetings with Matt Heine: contact@netwealth.com.au, complaints@netwealth.com.au, and marketing@netwealth.com.au.
Podseeker estimates Between Meetings with Matt Heine reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Between Meetings with Matt Heine typically books industry leaders. Typical guest background: CEOs and founders of financial-advice or wealth-management businesses, senior financial-services professionals, established advisers with distinctive operating models, and academics or researchers with recognized expertise in finance and innovation. Common among recent guests: Leading or scaling a financial-advice or wealth-management firm; Developing recognized expertise in financial planning or adviser practice management; Publishing influential research or holding a senior academic appointment. Recent guests include Pete Matthew, Sharon McClafferty, and Lauren Cohen.
High. It mostly books established leaders in its field.
Recent episodes cover Financial Advice, Wealth Management, Financial Planning, Financial Services, and Practice Management. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
contact@netwealth.com.au
complaints@netwealth.com.au
marketing@netwealth.com.au
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