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 »
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
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 »
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
In this episode of The Trusted Adviser, Rob Pyne speaks with Michael Goodman. Michael built Wealthstream Advisors with a long-term vision for independence. He avoided outside capital and designed a
In this special episode, Rob Pyne takes a step back from interviewing industry leaders and instead delivers a curated, narrative walkthrough of the first 30 episodes of The Trusted Adviser. Recorded during the week of the AAAA Congress in Perth, this recap distils the standout lessons, commercial insights, and industry-shaping ideas shared across the series so far.
Episode 31 – The First 30 Episodes: A Strategic Recap of The Trusted Adviser Read More »
In this episode of The Trusted Advisor, Rob Pyne sits down with seasoned finance leader Dan Heckendorf, who brings a wealth of experience from his time as CFO of AZ
In this episode of The Trusted Adviser Podcast, host Rob Pyne speaks with Zacary Leeson, Financial Adviser and Director at HPH Solutions, about how the firm has evolved its approach
EPISODE 29: Inside the HPH Client Experience: A Conversation with Zac Leeson Read More »
In this episode of The Trusted Adviser, host Rob Pyne speaks to Nick Downey (Direct Wealth), Patrick Gardner (Advice Intelligence), Stephen Bell (Finura Group), and Glenn Elliott (Meldus) to explore
In this episode of The Trusted Adviser podcast, host Rob Pyne sits down with Rob Jones, Co-Founder of Peloton Partners, to explore how financial advice firms can move beyond static
In this episode of The Trusted Adviser, host Rob Pyne sits down with Ben Calder, Managing Director of Calder Wealth Management, to unpack the recent merger with Coastal Advice Group.
In this episode of The Trusted Adviser, Rob Pyne sits down with Glenn Elliott, co-founder of Practifi and founder of Meldus, to explore how artificial intelligence, automation, and open platforms
