A podcastról
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
Epizódok
A legújabb 20 a(z) 56 epizódból
- The Akambo Growth Story, with Joe Akiki · 55 perc · 1. évad 53. epizódJoe Akiki, Managing Director of Akambo, joins Rob Pyne to share how a business of around $16 million in revenue became a group of more than 200 people generating ~ $75 million in…
- Scaling with Digital Employees with Michael Bova from Family Wealth Advisory · 1 óra 10 perc · 1. évad 52. epizódWhat if your next hire wasn't a person at all? Michael Bova, founder of Family Wealth Advisory in Sydney, has built digital employees named Bindi, Roxy, Iggy and Quinn, and one…
- $3m to $30m, on the way to $100m: Lisa Fuentes on Scaling Alteris Financial Group · 1 óra 10 perc · 1. évad 51. epizódWhen Alteris was a $3 million business, founder Keith Jones stood up in front of his team and told them they would be a $30 million business. Nobody in the room could see how…
- Stephen Handley, Fin365: Building the Advice Tech Stack From the Ground Up · 1 óra 3 perc · 1. évad 50. epizódEvery advice firm is making technology decisions right now, and most are being pitched more options than they can sensibly assess. This conversation is about how to think through…
- Building HPH Solutions with Rob Pyne, hosted by Pat Gardner · 1 óra 1 perc · 1. évad 49. epizódFor episode 50 of The Trusted Adviser, the tables are turned. Pat Gardner from Collins SBA and technology provider Rubica takes the host chair and puts the questions to Rob Pyne…
- 100 Referrals a Month - Inside Everest Wealth's AI-Powered Growth Engine · 50 perc · 1. évad 48. epizódRob sits down with Scott Taylor and Ashley Pickett from Everest Wealth, a Perth-based advice business that's grown from a golf course conversation eight years ago into a team of…
- New-World Tech with Andrew Gardner and Ivon Gower from RetireMap · 46 perc · 1. évad 47. epizódFor years, advice technology has defaulted to one model, a single all-in-one platform trying to handle everything from CRM to modelling to SoA production. Andrew Gardner and Ivon…
- Cyber and the AI Threat with Michael Connory of Aphore Technology · 57 perc · 1. évad 46. epizódCybersecurity has moved from an IT problem to a boardroom problem, and most AFSLs haven't caught up yet. In this episode, I sit down with Michael Connory, CEO of Aphore…
- The Case for Doing One Thing Exceptionally Well with Drew Burden from MBS Insurance · 50 perc · 1. évad 45. epizódDrew Burden is the co-founder and CEO of MBS Insurance, an insurance specialist advice firm celebrating its twentieth year in business. In that time, MBS has grown from $8…
- Building for a Generation That Wasn't Being Served - Rebecca Tai, Game Plan Wealth Advisers · 52 perc · 1. évad 44. epizódMost advice firms know the under-40 client exists. Few have built their entire business around them. Rebecca Tai is the co-founder of Game Plan Wealth Advisers in Melbourne, a…
- Rod Bertino (Business Health): The War for Talent, Practice Valuations and the Question Every Self-Licensed Owner Must Answer · 1 óra 2 perc · 1. évad 43. epizódRod Bertino has spent 26 years inside hundreds of Australian advice practices through Business Health, and his message is clear: the biggest threat to your firm right now isn't…
- The Business That Doesn't Need You with Gabe Enslin from Adapt · 55 perc · 1. évad 42. epizódMost financial planning principals are so focused on building their business that they never stop to ask a more important question: what happens to it if you're not there? Gabe…
- Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers · 1 óra 9 perc · 1. évad 41. epizódWhat does it actually take to attract your next best client — before they've been referred to you? Most advice firms are excellent at converting a warm referral. But in a world…
- Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Financial Group · 46 perc · 1. évad 40. epizódWhat happens when 13 of the most successful independent advice firms in Australia decide to put their egos aside and build something together? That's the modern origin story of…
- Scaling Advice: Jeff Thurecht on Talent, Technology and Growth · 42 perc · 1. évad 39. epizódWhat does it actually take to build a financial planning firm that wins Company of the Year? Jeff Thurecht is the co-founder and CEO of Evalesco Financial Services, a…
- Turning Your Team into Owners: The HPH Employee Ownership Model with Nick Bordi · 47 perc · 1. évad 38. epizódIn this episode of The Trusted Adviser, I sit down with our Chief Operating Officer, Nick Bordi, to unpack one of the most talked-about topics in financial planning businesses…
- Reinventing the SOA: Corey Wastle's Journey Towards Video-First Advice · 52 perc · 1. évad 37. epizódIn this episode of The Trusted Adviser, Rob sits down with Corey Wastle, founder of Verse Wealth, to unpack how his firm has reimagined advice delivery, replacing the traditional…
- You Can’t Scale Trust — 2025 IFA Excellence Award Winner Xan Kitchin on Building Wealth Connexion · 52 perc · 1. évad 36. epizódAlexander “Xan” Kitchin, Managing Director of Wealth Connexion and 2025 IFA Excellence Award – Individual winner, joins Rob Pyne to share how a corporate mindset, disciplined…
- The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement · 51 perc · 1. évad 35. epizódMany financial advice businesses are busy, growing, and delivering for clients — yet still fall short of their true commercial potential. In this episode of The Trusted Adviser…
- The Adviser-Led Estate Plan: Inherit Australia's Approach · 51 perc · 1. évad 34. epizódIn this episode of The Trusted Adviser, Rob Pyne is joined by Chris Hill (lawyer and financial adviser) and Rafael Cohen (fintech founder) from Inherit Australia to explore a…
