TheBitCast

The Trusted Adviser

Autor: Rob Pyne

The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.

Odcinki

  1. The Akambo Growth Story, with Joe Akiki – The Trusted Adviser
  2. Scaling with Digital Employees with Michael Bova from Family Wealth Advisory – The Trusted Adviser
  3. $3m to $30m, on the way to $100m: Lisa Fuentes on Scaling Alteris Financial Group – The Trusted Adviser
  4. Stephen Handley, Fin365: Building the Advice Tech Stack From the Ground Up – The Trusted Adviser
  5. Building HPH Solutions with Rob Pyne, hosted by Pat Gardner – The Trusted Adviser
  6. 100 Referrals a Month - Inside Everest Wealth's AI-Powered Growth Engine – The Trusted Adviser
  7. New-World Tech with Andrew Gardner and Ivon Gower from RetireMap – The Trusted Adviser
  8. Cyber and the AI Threat with Michael Connory of Aphore Technology – The Trusted Adviser
  9. The Case for Doing One Thing Exceptionally Well with Drew Burden from MBS Insurance – The Trusted Adviser
  10. Building for a Generation That Wasn't Being Served - Rebecca Tai, Game Plan Wealth Advisers – The Trusted Adviser
  11. Rod Bertino (Business Health): The War for Talent, Practice Valuations and the Question Every Self-Licensed Owner Must Answer – The Trusted Adviser
  12. The Business That Doesn't Need You with Gabe Enslin from Adapt – The Trusted Adviser
  13. Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers – The Trusted Adviser
  14. Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Financial Group – The Trusted Adviser
  15. Scaling Advice: Jeff Thurecht on Talent, Technology and Growth – The Trusted Adviser
  16. Turning Your Team into Owners: The HPH Employee Ownership Model with Nick Bordi – The Trusted Adviser
  17. Reinventing the SOA: Corey Wastle's Journey Towards Video-First Advice – The Trusted Adviser
  18. You Can’t Scale Trust — 2025 IFA Excellence Award Winner Xan Kitchin on Building Wealth Connexion – The Trusted Adviser
  19. The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement – The Trusted Adviser
  20. The Adviser-Led Estate Plan: Inherit Australia's Approach – The Trusted Adviser
  21. Tech Sanity for Advice Firms with Peter Worn of Finura Group – The Trusted Adviser
  22. New Year Reflection with Recommended Reading – The Trusted Adviser
  23. FinTech Under the Hood: Xplan, Scale, and the Tyranny of Variation with Matt McGuinty – The Trusted Adviser
  24. Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital – The Trusted Adviser
  25. The Trusted Adviser — Reflections from 30 Conversations – The Trusted Adviser
  26. Inside the Numbers with Dan Heckendorf: Lessons from AZ NGA and the Power of a True CFO Function – The Trusted Adviser
  27. Inside the HPH Client Experience: A Conversation with Zac Leeson – The Trusted Adviser
  28. The Technologists: Practical AI, Platforms & Productivity for Advice Firms – The Trusted Adviser
  29. Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners – The Trusted Adviser
  30. Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice – The Trusted Adviser