Shows / The Trusted Adviser
The Trusted Adviser
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…
Episodes
- The Trusted Adviser
Half Your Clients Are Baby Boomers: What to Know About Support Options as They Age
More than half of Australian advice clients are baby boomers or older, and many are heading into an aged care system that ABC’s Four Corners recently described…
- The Trusted Adviser
The Akambo Growth Story, with Joe Akiki
Joe Akiki, Managing Director of Akambo, joins Rob Pyne to share how a business of around $16 million in revenue became a group of more than 200 people…
- The Trusted Adviser
Scaling with Digital Employees with Michael Bova from Family Wealth Advisory
What if your next hire wasn't a person at all? Michael Bova, founder of Family Wealth Advisory in Sydney, has built digital employees named Bindi, Roxy, Iggy…
- The Trusted Adviser
$3m to $30m, on the way to $100m: Lisa Fuentes on Scaling Alteris Financial Group
When Alteris was a $3 million business, founder Keith Jones stood up in front of his team and told them they would be a $30 million business. Nobody in the…
- The Trusted Adviser
Stephen Handley, Fin365: Building the Advice Tech Stack From the Ground Up
Every advice firm is making technology decisions right now, and most are being pitched more options than they can sensibly assess. This conversation is about…
- The Trusted Adviser
Building HPH Solutions with Rob Pyne, hosted by Pat Gardner
For episode 50 of The Trusted Adviser, the tables are turned. Pat Gardner from Collins SBA and technology provider Rubica takes the host chair and puts the…
- The Trusted Adviser
100 Referrals a Month - Inside Everest Wealth's AI-Powered Growth Engine
Rob sits down with Scott Taylor and Ashley Pickett from Everest Wealth, a Perth-based advice business that's grown from a golf course conversation eight years…
- The Trusted Adviser
New-World Tech with Andrew Gardner and Ivon Gower from RetireMap
For years, advice technology has defaulted to one model, a single all-in-one platform trying to handle everything from CRM to modelling to SoA production…
- The Trusted Adviser
Cyber and the AI Threat with Michael Connory of Aphore Technology
Cybersecurity has moved from an IT problem to a boardroom problem, and most AFSLs haven't caught up yet. In this episode, I sit down with Michael Connory, CEO…
- The Trusted Adviser
The Case for Doing One Thing Exceptionally Well with Drew Burden from MBS Insurance
Drew Burden is the co-founder and CEO of MBS Insurance, an insurance specialist advice firm celebrating its twentieth year in business. In that time, MBS has…
- The Trusted Adviser
Building for a Generation That Wasn't Being Served - Rebecca Tai, Game Plan Wealth Advisers
Most advice firms know the under-40 client exists. Few have built their entire business around them. Rebecca Tai is the co-founder of Game Plan Wealth Advisers…
- The Trusted Adviser
Rod Bertino (Business Health): The War for Talent, Practice Valuations and the Question Every Self-Licensed Owner Must Answer
Rod Bertino has spent 26 years inside hundreds of Australian advice practices through Business Health, and his message is clear: the biggest threat to your…
- The Trusted Adviser
The Business That Doesn't Need You with Gabe Enslin from Adapt
Most financial planning principals are so focused on building their business that they never stop to ask a more important question: what happens to it if…
- The Trusted Adviser
Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers
What does it actually take to attract your next best client — before they've been referred to you? Most advice firms are excellent at converting a warm…
- The Trusted Adviser
Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Financial Group
What happens when 13 of the most successful independent advice firms in Australia decide to put their egos aside and build something together? That's the…
- The Trusted Adviser
Scaling Advice: Jeff Thurecht on Talent, Technology and Growth
What does it actually take to build a financial planning firm that wins Company of the Year? Jeff Thurecht is the co-founder and CEO of Evalesco Financial…
- The Trusted Adviser
Turning Your Team into Owners: The HPH Employee Ownership Model with Nick Bordi
In this episode of The Trusted Adviser, I sit down with our Chief Operating Officer, Nick Bordi, to unpack one of the most talked-about topics in financial…
- The Trusted Adviser
Reinventing the SOA: Corey Wastle's Journey Towards Video-First Advice
In this episode of The Trusted Adviser, Rob sits down with Corey Wastle, founder of Verse Wealth, to unpack how his firm has reimagined advice delivery…
- The Trusted Adviser
You Can’t Scale Trust — 2025 IFA Excellence Award Winner Xan Kitchin on Building Wealth Connexion
Alexander “Xan” Kitchin, Managing Director of Wealth Connexion and 2025 IFA Excellence Award – Individual winner, joins Rob Pyne to share how a corporate…
- The Trusted Adviser
The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement
Many financial advice businesses are busy, growing, and delivering for clients — yet still fall short of their true commercial potential. In this episode of…
- The Trusted Adviser
The Adviser-Led Estate Plan: Inherit Australia's Approach
In this episode of The Trusted Adviser, Rob Pyne is joined by Chris Hill (lawyer and financial adviser) and Rafael Cohen (fintech founder) from Inherit…
- The Trusted Adviser
Tech Sanity for Advice Firms with Peter Worn of Finura Group
Is your advice tech stack quietly helping your business grow, or quietly driving everyone mad? In this episode of The Trusted Adviser, Rob Pyne sits down with…
- The Trusted Adviser
New Year Reflection with Recommended Reading
As we wrap up the year, this short solo episode is part reflection and part recommended reading list. In this episode, Rob steps back to reflect on some of the…
- The Trusted Adviser
FinTech Under the Hood: Xplan, Scale, and the Tyranny of Variation with Matt McGuinty
Most advice firms in Australia run on Xplan, but very few truly understand what’s happening under the hood, how to optimise it, where it breaks, and what it…
- The Trusted Adviser
Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital
In this episode of The Trusted Adviser, Rob Pyne sits down with Michael Goodman, founder of Wealthstream Advisors and now President of Greenspring Advisors…
- The Trusted Adviser
The Trusted Adviser — Reflections from 30 Conversations
This special reflection episode isn’t part of our numbered series. While Rob attends the FAAA Congress in Perth along with over a thousand advisers from across…
- The Trusted Adviser
Inside the Numbers with Dan Heckendorf: Lessons from AZ NGA and the Power of a True CFO Function
Former AZ NGA CFO Dan Heckendorf, now founder of Astilla, joins Rob Pyne to discuss what it really takes to scale a professional services firm with strong…
- The Trusted Adviser
Inside the HPH Client Experience: A Conversation with Zac Leeson
In this episode, Rob Pyne sits down with Zac Leeson, Senior Financial Adviser and HPH Solutions Next-Generation Leader, to explore how the client experience…
- The Trusted Adviser
The Technologists: Practical AI, Platforms & Productivity for Advice Firms
In this special roundtable episode of The Trusted Adviser Podcast, Rob Pyne is joined by four technologists who are transforming the way advice firms approach…
- The Trusted Adviser
Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners
In this episode of The Trusted Adviser podcast, Rob Pyne speaks with Rob Jones, co-founder of Peloton Partners and a leading authority on pricing and…
- The Trusted Adviser
Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice
In this episode of The Trusted Adviser, Rob Pyne speaks with Ben Calder, Managing Director of Calder Wealth Management, about the recent merger with Coastal…
- The Trusted Adviser
What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice
In this episode of The Trusted Adviser, Rob Pyne speaks with Glenn Elliott, co-founder of Practifi and founder of Meldus, about how AI and automation are…
- The Trusted Adviser
The Rise of Digital Staff: Nick Perrett on AI Workflow Automation at Yarra Lane
In this episode of The Trusted Adviser, Rob Pyne sits down with Nick Perrett, CEO at Yarra Lane Group, to explore how his firm is leveraging AI agents and…
- The Trusted Adviser
Future-Ready Advice: Talent and Scale with Apt Wealth’s Andrew Dunbar & Abbie Gellatly
In this episode of The Trusted Adviser, Rob Pyne speaks with Andrew Dunbar and Abbie Gellatly from Apt Wealth Partners—an award-winning advice firm known for…
- The Trusted Adviser
Philip Palaveev on G2 Leadership and the Future of Advisory Firms
What does it take to grow a financial planning firm beyond the founder? In this episode of The Trusted Adviser, Rob Pyne speaks with Philip Palaveev, CEO of…
- The Trusted Adviser
Growing Stronger Advice Practices with Terri Reid of Traxiom
In this episode of The Trusted Adviser, Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human side of…
- The Trusted Adviser
Rethinking the Backbone of Advice: Stephen Bell on Process-Driven Technology
In this episode of The Trusted Adviser, Rob Pyne speaks with Stephen Bell — former adviser, Enzumo founder, and now the driving force behind Captegra and…
- The Trusted Adviser
Advocacy, Reform & the Future of Advice – with David Sharpe of Globe Financial Planning
In this episode, Rob Pyne is joined by David Sharpe, Chair of the Financial Advice Association of Australia and Principal of Globe Financial Planning. David…
- The Trusted Adviser
Future-Proofing Advice Firms – Neil Kendall of Tupicoffs on AI, Cyber Security & Client Portals
In this episode of The Trusted Adviser, Rob Pyne sits down with Neil Kendall, Managing Director of Tupicoffs and former Chair of the FAAA, to explore how…
- The Trusted Adviser
Building a Brand with Keith Barrett of Reverb Media
In this episode, Rob Pyne sits down with Keith Barrett, Managing Director of Reverb Media, to explore the power of public relations in financial services. With…
- The Trusted Adviser
🎧 Start Here: The Trusted Adviser Trailer
New to The Trusted Adviser Podcast? This short trailer gives you a quick feel for the show — what it’s about, who it’s for, and why it’s worth following…
- The Trusted Adviser
Building Enduring Advice Practices — Insights from Anthony Warr & Bianca Musico of Warr Hunt
In this episode of The Trusted Adviser, Rob Pyne is joined by Anthony Warr and Bianca Musico from Warr Hunt — a firm renowned for its leadership in mentoring…
- The Trusted Adviser
Unlocking Private Markets: Insights from James Damicoucas & Tom Bernard of Frontier Advisors
In this episode of The Trusted Adviser Podcast, host Rob Pyne is joined by James Damicoucas and Tom Bernard from Frontier Advisers to explore the growing…
- The Trusted Adviser
Fast-Tracking Growth: Breaking Business Barriers with Eliza De Pardo
In this episode of The Trusted Adviser, Rob Pyne sits down with Eliza De Pardo, founder and director of De Pardo Consulting, to discuss the key insights from…
- The Trusted Adviser
Building a Wealth Management Powerhouse with Cameron Passmore from PWL Capital
In this episode of The Trusted Adviser, host Rob Pyne sits down with Cameron Passmore, CEO and Portfolio Manager at PWL Capital and co-host of the Rational…
- The Trusted Adviser
Leadership, Culture and Success with Paul Shepherd and Teneale Laister from Alman Partners
In this episode, host Rob Pyne sits down with Paul Shepherd and Teneale Laister from Alman Partners, an award-winning financial planning firm. They explore…
- The Trusted Adviser
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
In this episode of The Trusted Adviser, host Rob Pyne sits down with Nick Downey and Sam Patterson from Direct Wealth to discuss the transformative role of…
- The Trusted Adviser
Partnering for Success: Insights from David Haintz of Merchant Investment Management
In this insightful episode, Rob Pyne welcomes David Haintz, a seasoned wealth management expert and representative of Merchant Investment Management. With 35…
- The Trusted Adviser
Leveraging SMAs: Insights from Context Capital with Chris West and Mike Parker
In this episode, we explore the intricacies of Separately Managed Accounts (SMAs) with Chris West and Mike Parker from Context Capital. SMAs have rapidly…
- The Trusted Adviser
Pricing Mastery with Phil Little from Slipstream Group
In this episode, Rob sits down with Phil Little from Slipstream Group for a masterclass on pricing strategies that drive business growth. Phil, a former…
- The Trusted Adviser
Acquisitions Unpacked: Scaling Smarter with Dan Brown from Coastal Advice Group
In this insightful episode of The Trusted Adviser, host Rob Pyne chats with Dan Brown, Principal of Coastal Advice Group, about his extraordinary journey in…
- The Trusted Adviser
Specialist Insurance Joint Venture Partnerships with Jade Burford from MBS Insurance
In this episode of The Trusted Adviser, Rob Pyne is joined by Jade Burford, partner at MBS Insurance, to explore the intricacies of personal insurance advice…
- The Trusted Adviser
Evaluating Outsourced Back-Office Solutions for Financial Planners: Insights from Aptium Assist
In this episode of The Trusted Adviser, host Rob Pyne speaks with Jerry Kalogeropoulos, the founder of Aptium Assist, a business specialising in outsourced…
- The Trusted Adviser
Transforming Financial Planning with Technology: Pat Gardner's Journey with Salesforce CRM
In this episode of The Trusted Adviser, host Rob sits down with Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast on the Ensombl…
- The Trusted Adviser
Navigating Mergers & Acquisitions in Financial Planning with Richard Hernan from Broadleaf Financial Group
In this episode of The Trusted Adviser, Rob sits down with Richard Hernan, co-founder of Broadleaf Financial Group, to explore the world of mergers and…
- The Trusted Adviser
Financial Planning Business Valuation with Tim Lane: Key Drivers and Succession Planning
In this episode, Rob sits down with Tim Lane, a seasoned chartered accountant and the founder of FinConnect Advisory Group. Tim has been active in the…
- The Trusted Adviser
Exploring Employee Share Plans with Rob Pyne, CEO at HPH Solutions
In this first episode, Rob dives into the detail of the HPH employee share plan, sharing the experiences, challenges, and key takeaways from implementing an…