The Trusted Adviser podcast deep dives into the world of financial planning. Hosted by Rob Pyne from HPH Solutions, it's a place where industry leaders share their stories of winning and learning as they charted their path to success. This podcast is for the curious and those who like to dig into the details. If that sounds like you, get ready to listen and learn!
RECENT EPISODES
Episode 4: Transforming Financial Planning with Technology with Pat Gardner
Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast on the Ensombl platform shares his unique journey from financial planner to tech innovator.
Episode 3: Mergers & Acquisitions in Financial Planning with Richard Hernan
Rob Pyne and Richard Hernan, co-founder of Broadleaf Financial Group explore the world of mergers and acquisitions (M&A) in the financial planning industry.
Episode 2: Financial Planning Business Valuation with Tim Lane
Rob Pyne sits down with Tim Lane, a seasoned chartered accountant and the founder of FinConnect Advisory Group to talk about the intricacies of valuing financial planning businesses.
Episode 1: Exploring Employee Share Plans with Rob Pyne
Rob Pyne shares the experiences, challenges, and key takeaways from implementing an employee share scheme to incentivise and reward key staff members.