The Trusted Adviser Episode 13: Building a Wealth Management Powerhouse with Cameron Passmore
Rob Pyne sits down with Cameron Passmore, CEO and Portfolio Manager at PWL Capital and co-host of the Rational Reminder Podcast.
Staying the course: Why long-term investors should ignore short-term market volatility
Market volatility can feel uncomfortable, but history shows that those who remain patient and disciplined are ultimately rewarded.
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The Trusted Adviser Episode 12: Leadership, Culture and Success with Paul Shepherd and Teneale Laister
Rob Pyne sits down with Paul Shepherd and Teneale Laister from Alman Partners, an award-winning financial planning firm.
How to be more curious, not judgemental
When we replace judgment with curiosity, we create space for learning, understanding, and better decision-making.
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The Trusted Adviser Episode 11: Advances in AI with Nick Downey and Sam Patterson
Rob Pyne is joined by Nick Downey and Sam Patterson from Direct Wealth to explore how artificial intelligence (AI) is transforming financial planning.
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Explainer: The power of compound interest
Understanding the power of compound interest can mean the difference between financial freedom and financial stress.
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The Trusted Adviser Episode 10: Partnering for Success with David Haintz
Rob Pyne welcomes David Haintz, a seasoned wealth management expert and representative of Merchant Investment Management.
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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.
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.
What brought us joy in 2024
To reflect on 2024, we asked our team to share what activity(ies) brought them the most joy and fulfilment this year. Here are their answers.
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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.
Opportunity before 5th April 2025 – UK State Pension voluntary contributions
Usually, you can only fill gaps in your NI history up to 6 years, but there is currently a window of opportunity until 5 April 2025 where you can fill up to 16 years.
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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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