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Adviser Innovation Podcast

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Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.

Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.
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Location:

Australia

Description:

Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.

Language:

English


Episodes

Client-centric innovation with Netwealth's Matt Heine

5/24/2018
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Fresh from a study tour to so-called 'Silicon Alley', Netwealth joint managing director Matt Heine speaks to Aleks Vickovich about how innovative technology and business models can help drive client value and experience. www.adviserinnovation.com.au

Duration:00:15:19

Netwealth’s Matt Heine and AI Summit 2017 Preview

5/25/2017
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Fresh from his latest trip to Silicon Valley, Netwealth joint managing director Matt Heine drops by the Adviser Innovation studio to give a glimpse of his upcoming presentation at the Adviser Innovation Summit 2017, helping advisers to stay relevant now and in the future. http://www.adviserinnovation.com.au

Duration:00:10:09

AFA Adviser of the Year and Zurich talk tech travel

3/6/2017
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In this first episode of the Adviser Innovation Podcast, Zurich's Richard Dunkerley and AFA Adviser of the Year Darren Johns speak with Adviser Innovation managing editor Aleks Vickovich about their upcoming trip to one of the world's leading technology conferences, SXSW Interactive in Texas, and discuss a number of innovation trends, including the importance of health and 'MedTech' to advisers, and the AFA Adviser of the Year and Practice of the Year programs....

Duration:00:33:03