The Trusted Adviser
By Rob Pyne
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Category: Management
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Episodes: 44
Description
The Trusted Adviser is a podcast for financial planners who want to learn from the best in the profession. Hosted by Rob Pyne, founder and CEO of HPH Solutions, each episode features in-depth conversations with leading financial planners and experts from businesses that support the advice community.
Guests share practical insights, lessons learned, and ideas for building better advice businesses, from technology and pricing to succession and client experience.
Whether you’re an experienced adviser or growing your practice, The Trusted Adviser offers thought-provoking conversations to help you, and your business thrive.
| Episode | Date |
|---|---|
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Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers
|
May 07, 2026 |
|
Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Financial Group
|
Apr 23, 2026 |
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Scaling Advice: Jeff Thurecht on Talent, Technology and Growth
|
Apr 09, 2026 |
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Turning Your Team into Owners: The HPH Employee Ownership Model with Nick Bordi
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Mar 26, 2026 |
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Reinventing the SOA: Corey Wastle's Journey Towards Video-First Advice
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Mar 12, 2026 |
|
You Can’t Scale Trust — 2025 IFA Excellence Award Winner Xan Kitchin on Building Wealth Connexion
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Feb 26, 2026 |
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The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement
|
Feb 12, 2026 |
|
The Adviser-Led Estate Plan: Inherit Australia's Approach
|
Jan 29, 2026 |
|
Tech Sanity for Advice Firms with Peter Worn of Finura Group
|
Jan 15, 2026 |
|
New Year Reflection with Recommended Reading
|
Jan 01, 2026 |
|
FinTech Under the Hood: Xplan, Scale, and the Tyranny of Variation with Matt McGuinty
|
Dec 18, 2025 |
|
Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital
|
Dec 04, 2025 |
|
The Trusted Adviser — Reflections from 30 Conversations
|
Nov 20, 2025 |
|
Inside the Numbers with Dan Heckendorf: Lessons from AZ NGA and the Power of a True CFO Function
|
Nov 06, 2025 |
|
Inside the HPH Client Experience: A Conversation with Zac Leeson
|
Oct 23, 2025 |
|
The Technologists: Practical AI, Platforms & Productivity for Advice Firms
|
Oct 09, 2025 |
|
Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners
|
Sep 25, 2025 |
|
Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice
|
Sep 11, 2025 |
|
What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice
|
Aug 28, 2025 |
|
The Rise of Digital Staff: Nick Perrett on AI Workflow Automation at Yarra Lane
|
Aug 14, 2025 |
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Future-Ready Advice: Talent and Scale with Apt Wealth’s Andrew Dunbar & Abbie Gellatly
|
Jul 31, 2025 |
|
Philip Palaveev on G2 Leadership and the Future of Advisory Firms
|
Jul 17, 2025 |
|
Growing Stronger Advice Practices with Terri Reid of Traxiom
|
Jul 03, 2025 |
|
Rethinking the Backbone of Advice: Stephen Bell on Process-Driven Technology
|
Jun 19, 2025 |
|
Advocacy, Reform & the Future of Advice – with David Sharpe of Globe Financial Planning
|
Jun 05, 2025 |
|
Future-Proofing Advice Firms – Neil Kendall of Tupicoffs on AI, Cyber Security & Client Portals
|
May 22, 2025 |
|
Building a Brand with Keith Barrett of Reverb Media
|
May 08, 2025 |
|
🎧 Start Here: The Trusted Adviser Trailer
|
May 02, 2025 |
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Building Enduring Advice Practices — Insights from Anthony Warr & Bianca Musico of Warr Hunt
|
Apr 23, 2025 |
|
Unlocking Private Markets: Insights from James Damicoucas & Tom Bernard of Frontier Advisors
|
Apr 10, 2025 |
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Fast-Tracking Growth: Breaking Business Barriers with Eliza De Pardo
|
Mar 27, 2025 |
|
Building a Wealth Management Powerhouse with Cameron Passmore from PWL Capital
|
Mar 13, 2025 |
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Leadership, Culture and Success with Paul Shepherd and Teneale Laister from Alman Partners
|
Feb 27, 2025 |
|
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
|
Feb 13, 2025 |
|
Partnering for Success: Insights from David Haintz of Merchant Investment Management
|
Jan 30, 2025 |
|
Leveraging SMAs: Insights from Context Capital with Chris West and Mike Parker
|
Jan 16, 2025 |
|
Pricing Mastery with Phil Little from Slipstream Group
|
Jan 02, 2025 |
|
Acquisitions Unpacked: Scaling Smarter with Dan Brown from Coastal Advice Group
|
Dec 19, 2024 |
|
Specialist Insurance Joint Venture Partnerships with Jade Burford from MBS Insurance
|
Dec 05, 2024 |
|
Evaluating Outsourced Back-Office Solutions for Financial Planners: Insights from Aptium Assist
|
Nov 21, 2024 |
|
Transforming Financial Planning with Technology: Pat Gardner's Journey with Salesforce CRM
|
Nov 07, 2024 |
|
Navigating Mergers & Acquisitions in Financial Planning with Richard Hernan from Broadleaf Financial Group
|
Oct 24, 2024 |
|
Financial Planning Business Valuation with Tim Lane: Key Drivers and Succession Planning
|
Oct 21, 2024 |
|
Exploring Employee Share Plans with Rob Pyne, CEO at HPH Solutions
|
Oct 09, 2024 |