Episode 11: AI Advances in Financial Advice with Nick Downey and Sam Patterson of Direct Wealth

February 14, 2025

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

January 31, 2025

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

January 17, 2025

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

January 3, 2025

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

December 20, 2024

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

December 6, 2024

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

November 22, 2024

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

November 8, 2024

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

October 25, 2024

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

October 21, 2024

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.

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