Between Meetings With Matt Heine

Ep 101: Supercharging self-licensed firms - Kon Costas

Informações:

Sinopsis

Matt Heine welcomes Kon Costas, Managing Director of The Principals' Community, for a wide-ranging chat on the future of financial advice. With decades of leadership experience across Westpac, BT and now a national self-licensed adviser network, Kon offers powerful insights on what makes businesses grow, merge successfully, and remain resilient. They discuss trusted leadership, why self-licensing is rising, and how cultural alignment is key to any successful M&A deal. Kon also shares how his team supports 135 advice firms and 1,300+ advisers through governance, CPD and peer-driven growth. A must-listen for anyone navigating change or thinking about the next evolution of advice. 00:01:12 – Entering financial services Kon Costas shares how his career began in banking with Westpac in 1989, eventually transitioning into financial advice and later leadership and licensee roles. 00:03:13 – Reflecting on industry change Kon discusses the evolution of financial planning, the Royal Commission, and the ongoing chal