Over the past 12 months, Matt Heine, Joint Managing Director of Netwealth, interviewed some of Australia’s most dynamic and experienced business leaders in my 'Between Meetings' podcast series to discuss the opportunities and challenges facing financial advisers and the wealth industry as a whole.
In this report, we've distilled some of the most interesting and perceptive insights from the interviews, covering a range of issues such as;
Customer trends advisers shouldn't ignore - with Andrew Inwood, Principal of CoreData,
The future of the physical workplace - with Hamish Douglass, Chairman of Magellan,
How to manage employee culture and the importance of inspired, client-centred leadership - with Alva Devoy, Managing Director of Fidelity,
Plus a special feature on how the disruption of Covid-19 has opened up new opportunities in digital client engagement
We hope the articles provide invaluable insights that can help you navigate the road ahead towards ongoing success for you as a wealth professional