The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement

Opublikowano: 2026-02-12

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, Rob Pyne is joined by Dean Lombardo, Founder of Effortless Engagement, to explore the insights from Dean’s white paper The Profit Gap and why advice firms often leak profit without realising it. Dean outlines four core sources of profit leakage identified through extensive research and diagnostic work across advice businesses: Organisational misalignment Workflow complexity Capacity misuse Conversion friction Th...