Dan Rake, COO at Freedom Finance Australia chats to Matt about selecting and deploying AdviceTech to meet the needs of a multi-disciplinary firm, which technologies have provided the biggest business and client benefits and the process of creating his own digital coaching tool, Cleva.

Hamish Douglass, Chairman and CIO of Magellan Asset Management, shares his career story that's seen him climb up the ranks to co-found one of Australia's leading asset managers. Hamish also shares how his curiosity has translated into investment success, how it's helped in developing a culture of innovation, and how he's been able to capitalise on luck.

Jeremy Cooper, Chairman of Retirement Income at Challenger, shares how he led the famous Cooper Review into superannuation and what his views are on the current super landscape. During the chat Jeremy also explores why pre-retirees worry more about their savings than those in retirement, and how advisers can support this demographic during this low-interest rate environment.

Find out how financial advisers can exceed client expectations by communicating peace of mind and providing greater investor returns, rather than just investment returns, from Carl Richards -  author of the Behaviour Gap and creator of the Sketch Guy, a weekly column in The New York Times. Also discover why Carl suggests never asking clients about their goals.

Hear about what the future model of advice could look like from Matthew Rowe, CEO and Managing Director of CountPlus. Matthew also shares some of the important lessons in leadership he's learnt during a career that has included starting his own business, chairing the FPA, attending Harvard Business School and now helping advice and accounting firms with their long-term success.

Discover how advice businesses can evolve risk profiling from a compliance tool to a meaningful solution for their clients from Wade Matterson, Actuary and Managing Director of research and consulting firm Milliman Australia. Wade also discusses adopting goals-based planning and the role robo-advice can play in providing clients with richer analytics.

Explore some of the not so obvious benefits of advice and learn why more Australians aren’t seeking assistance with their wealth from Alva Devoy, managing director of Fidelity International. Alva also shares how she went from a PHD in genetics to leading one of the country’s largest asset managers, and the lessons she has learnt in shaping the culture and values of her team. 

How does someone go from sewing skirts in Japan to acquiring over 60 financial advice and accounting firms? Paul Barrett, CEO of AZ NGA, shares his fascinating career journey and gives insights into what he believes makes a great financial advice practice for investment and what we can learn from brewing beer.

Hear from Kendall Flutey, Co-founder and CEO of Banqer, as she shares her motivation for starting an online financial education platform for kids, insights into life as a start-up, and tips and advice for advisers and parents wanting to improve the financial capability of young Australians.

Hear how Mark Hoven, CEO of Adviser Ratings, envisions the future of the financial advice industry based on research from the Advice Landscape report. Mark shares insights on the growth in self-licensing, licensee switching, adviser exits from the industry and if episodic advice is the new way forward.