Episode Details
Back to Episodes
How advice businesses grow: Owen Rask and Drew Meredith on content, AI and trust
Description
In this week's LIVE 2 Sense, Owen and Drew pull back the curtain on what is really driving growth in modern financial advice businesses.
With markets pushing back towards all-time highs, the conversation starts with the mood investors are feeling right now, then quickly moves into a deeper topic: how content, education and trust are reshaping the advice industry in Australia. Owen and Drew unpack how Wattle Partners has grown, why Rask has spent years building an audience-first business, and what both founders have learned about scaling without losing focus.
They also get into one of the biggest questions facing professional services in 2026: is AI a threat, a tool, or both? From simple scaled advice and back-office efficiency to compliance, cybersecurity and the changing economics of content, this episode explores where the real opportunities and risks are starting to appear.
Along the way, the pair touch on mergers and acquisitions in advice, why many firms still struggle with technology, how YouTube and podcasts convert differently, and what business owners can learn from building an audience before building a product.
If you want a rare behind-the-scenes look at how financial media, advice and technology now overlap in Australia, this 2 Sense episode is packed with honest lessons, practical observations and a few spicy takes.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices