In this episode of Between Meetings, Matt Heine welcomes Professor Lauren Cohen, specialised in behavioural finance and innovation at Harvard Business School. They explore the rise of family offices, the intersection of technology and advice, and how generational shifts are reshaping wealth management. Lauren offers practical advice for advisers and institutions navigating change, and shares stories from his research and work with leading global families and fintechs.

To kick off the new year, this special roundup episode reflects on themes shaping the advice profession as we enter 2026. Drawing on key conversations from 2025, it revisits ideas that resonated most, including AI, client engagement, firm culture, simplicity, growth and more.

It offers a concise year-in-review and a forward-looking view on what advice firms should consider in the year ahead; also provides a thought-provoking snapshot of the profession's direction and what it takes to stay ahead.

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