In this episode, Matt Heine sits down Eliza De Pardo, a leading consultant to wealth management firms. They explore the differences between the US and Australian advice markets, the key ingredients for firm success, and how technology and marketing are reshaping client growth. Eliza discusses her journey, the importance of strategic leadership, and her new online course, Ignition, aimed at helping firms under $250 million in assets achieve sustainable growth.

Check out below information on the Ignition Program:

IGNITION: From Practice to Powerhouse Launches January 5th, 2026! The first online business growth course built exclusively for advisory firms under $250M AUM. Seven strategic modules covering firm development stages, the challenges and solutions, financial fundamentals, 5 big growth strategies, crafting your client value proposition, building service packages that are profitable and implementation frameworks - plus, access six months of live monthly Q&A sessions with Eliza De Pardo to drive implementation.

Early Action Pricing: Save $500 when you enroll before January 30th. Join the waitlist now.

Enrol January 5th, 2026 at www.depardoconsulting.com

In this episode, Matt Heine sits down with Alex Zaccaria, Co-Founder and CEO of Linktree, to explore how a simple idea became a global digital identity platform. Alex discusses Linktree's early days in the music industry, its explosive user growth, and the challenges of scaling a tech company through rapid change. He shares insights into leading through crises, balancing simplicity with innovation, and why customer obsession has been key to Linktree's success.

They also delve into AI transformation - how Alex is rewiring his business with "AI factories," empowering teams through automation, and rethinking leadership in the age of intelligent tools. A must-listen for anyone building products, teams, or ideas that scale.

Matt Heine welcomes Michael Goodman, President of Wealthstream Advisors Inc., for an in-depth conversation on building and scaling a successful advice firm, recognised as a "Best Place to Work."

Based in Manhattan, Michael reflects on his 29 year journey - from starting the practice solo to managing $1.7 billion in AUM with a 23-person team. He discusses the power of process, workflows and capacity planning, why culture has been his greatest differentiator, and how he has created a widely respected ownership model for staff. They also explore U.S. industry trends including private equity rollups, de-consolidation, and succession challenges, plus how AI and technology are reshaping advice delivery. A must-listen for anyone interested in leadership, growth and the future of financial planning.