The Trusted Adviser Episode 9: Leveraging SMAs with Chris West & Mike Parker from Context Capital
Rob Pyne explores the intricacies of Separately Managed Accounts (SMAs) with Chris West and Mike Parker from Context Capital.
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The Trusted Adviser Podcast
The Trusted Adviser Podcast Ep 8: Pricing Mastery with Phillip Little from Slipstream Group
Rob Pyne speaks to Phil Little, a pricing expert and consultant from Slipstream Group, to discuss one of the most pivotal levers for business growth: pricing.
The Trusted Adviser Podcast Ep 7: Scaling Smarter with Dan Brown from Coastal Advice Group
Rob Pyne chats with Dan Brown, Principal of Coastal Advice Group, about his extraordinary journey in transforming a small financial planning team into a thriving enterprise.
The Trusted Adviser Podcast Ep 6: Specialist Insurance Partnerships with Jade Burford
Rob Pyne is joined by Jade Burford, partner at MBS Insurance, to explore the intricacies of personal insurance advice and the benefits of joint venture models.
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The Trusted Adviser Podcast Ep 5: Exploring Outsourced Solutions with Jerry Kalogeropoulos
Rob Pyne speaks with Jerry Kalogeropoulos, the founder of Aptium Assist, a business specializing in outsourced back-office support for financial planners.
The Trusted Adviser Podcast Ep 4: Transforming Financial Planning with Technology
Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast shares his unique journey from financial planner to tech innovator.
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The Trusted Adviser Podcast Ep 3: Mergers & Acquisitions in Financial Planning
Richard Hernan from Broadleaf Financial Group explores the world of mergers and acquisitions (M&A) in the financial planning industry with Rob Pyne
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The Trusted Adviser Podcast Ep 2: Financial Planning Business Valuation
In this episode, Tim Lane from FinConnect Advisory Group shares expertise on valuing financial planning businesses and advice on succession planning
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