Episode 11: AI Advances in Financial Advice with Nick Downey and Sam Patterson of Direct Wealth
Rob Pyne is joined by Nick Downey and Sam Patterson from Direct Wealth to explore how artificial intelligence (AI) is transforming financial planning.
Episode 10: Partnering for Success with David Haintz of Merchant Investment Management
In this episode, David Haintz shares his expertise on critical topics such as profitability and productivity ratios, client selection strategies and helping advisory firms grow through acquisitions.
Episode 9: Leveraging SMAs with Chris West & Mike Parker from Context Capital
Rob Pyne explores the intricacies of Separately Managed Accounts (SMAs) with Chris West and Mike Parker from Context Capital
Episode 8: Pricing Mastery with Phillip Little from Slipstream Group
In this episode, host Rob is joined by Phil Little, a pricing expert and consultant from Slipstream Group, to discuss one of the most pivotal levers for business growth: pricing.
Episode 7: Scaling Smarter with Dan Brown from Coastal Advice Group
Rob Pyne chats with Dan Brown, Principal of Coastal Advice Group, about his extraordinary journey in transforming a small financial planning team into a thriving enterprise.
Episode 6: Specialist Insurance Partnerships with Jade Burford
Rob Pyne is joined by Jade Burford, partner at MBS Insurance, to explore the intricacies of personal insurance advice.
Episode 5: Exploring Outsourced Solutions with Jerry Kalogeropoulos
Rob Pyne speaks with Jerry Kalogeropoulos, the founder of Aptium Assist, a business specializing in outsourced back-office support for financial planners.
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.