In this episode of the Trusted Adviser Podcast, Rob speaks with Jeff Thurecht, CEO of Evalesco Financial Services, about building a scalable advice business through talent development, technology, and strategic […]
EPISODE 40 – Scaling Advice: Jeff Thurecht on Talent, Technology, and Growth Read More »
Navigating Markets in 2026 Event Highlights & Key Insights Markets evolve. Principles endure. Following our recent Navigating Markets in 2026 event, we’ve compiled a series of short highlights and deeper
Navigating Markets in 2026 with Apollo D. Lupescu Read More »
In this episode of the Trusted Adviser Podcast, Rob Pyne sits down with HPH Solutions COO Nick Bordi to unpack one of the most strategically important, yet often misunderstood, levers in building a high-performing advice firm: equity ownership.
In this episode of the Trusted Adviser Podcast, Rob speaks with Corey Wastle, founder of Verse Wealth, about rethinking the traditional Statement of Advice (SOA) and building a more client-friendly,
EPISODE 38: Reinventing the SOA: Corey Wastle’s Journey Toward Video-First Advice Read More »
For people who partner with Financial Advisers, progress reporting shows how your financial plan is tracking against your goals. It provides clear updates on progress, highlights changes in circumstances, and
Why Progress Reporting Matters & What Red Flags to Look Out For Read More »
In this episode of the Trusted Adviser Podcast, Rob sits down with Alexander (Xan) Kitchin Founder of Wealth Connexion and 2025 IFA Excellence Awards winner for both Individual Excellence and
Financial reporting is often misunderstood as a simple performance snapshot or a list of numbers. In reality, it is a tool used to track progress, provide context, and support informed
Common Misunderstandings About Financial Reporting Read More »
In this episode of the Trusted Advisor podcast, Rob speaks with Dean Lombardo to discuss the concept of the profit gap, which refers to the disparity between reported profitability and
In this episode of The Trusted Adviser podcast, Rob speaks with Chris Hill and Rafael Cohen from Inherit Australia about the intersection of estate planning and financial advising. They discuss
EPISODE 35: The Adviser-Led Estate Plan: Inherit Australia’s Approach Read More »
Most people start the year with good intentions: Save more. Spend less. Invest wisely. But intentions often fail and while one of the reasons is sometimes discipline, the more common
What are the common mistakes people make when setting financial goals for the year? Read More »
Most people start the year thinking about saving more, paying off debt and/or building wealth. While the instinct is right, the execution is often incomplete. Financial goals are not just
What financial goals should I set for the new year in Australia? Read More »
Most people think about financial advice when something changes. A bonus hits. A tax event arrives. A life milestone appears. That is normal, but it is also reactive, because by
Is the start of the year a good time to see a financial adviser? Read More »
When people think about retirement readiness, the conversation usually starts with money. Will my assets last? How much income can I sustainably draw? They are important questions. But they are
Are you ready to retire? Check out this retirement readiness indicator. Read More »
In this episode of The Trusted Adviser, Rob Pyne speaks with Peter Worn from Finura Group about the critical role of technology in financial advice. They discuss the importance of
EPISODE 34: Tech Sanity for Advice Firms with Peter Worn of Finura Group Read More »
In this episode of The Trusted Adviser, Rob Pyne speaks with Matt McGuinty, Director of FinTech Strategic Partners, about the real state of artificial intelligence in financial planning. Matt brings
