
Rask and Meredith say AI may handle routine advice tasks while firms combining trust and better systems capture the upside. New episodes air every Wednesday.
Owen Rask and Drew Meredith used a recent episode of The Australian Investors Podcast to lay out what drives growth in modern financial advice. The conversation opens with investor mood and markets near all-time highs, then moves to how content and education are reshaping the Australian advice industry.
Rask runs Rask Media. Meredith runs Wattle Partners. Both built their businesses around content, and Rask's audience-first model is the clearest proof point. His mailing list has 50,000 Australian investors, built one Sunday newsletter at a time. The lesson he draws is audience before product, which in his view solves the cold-start problem most advice firms face when growing.
The read-through for the broader sector is direct. Advice firms are adding content distribution to client acquisition, and the pair discussed how YouTube and podcasts convert differently on that channel.
Meredith said AI may help with simple, repeatable advice tasks. Rask argues the biggest upside sits with firms that combine trust and better systems. The pair described the AI question as one of the biggest facing professional services in 2026.
Both founders also touched on M&A in the advice sector and why many firms still struggle with technology. Scaling without losing focus came up as well, a challenge both have faced.
The episode is part of the 2 Sense series. Rask publishes interviews with investing experts every Wednesday and a Q&A each Saturday.
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