Between Meetings With Matt Heine

Ep 95: The 2024 roundup episode

Informações:

Sinopsis

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 collaborate – Tane Hunter & Dara Simkin Ep 93: Keeping wealth and succession in the family – Philip Pryor Ep 92: Optimising advice firms for business efficiency – Sue Viskovic Ep 91: Growing the licensee of the future – Hugh Humphrey Ep 90: Building bonds in the financial sector – Danielle Press Ep 89: Sharpening advice firms for a competitive edge – Dean Lombardo Ep 88: Expanding horizons with alternative assets – Lawrence Calcano Ep 87: Partnering with purpose to create a better world – Jean Oelwang Ep 86: Scientifically revealing client preferences for personalised advice - Shachar Kariv PhD & Bernard Del Rey Ep 85: Leadership lessons from Fac