EPISODE 42 – Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers
In this episode of the Trusted Adviser Podcast, Rob Pyne interviews David Newson, Founder and CEO of XNW Digital and […]
EPISODE 41 – Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth
In this episode of the Trusted Adviser Podcast, Rob Pyne speaks with Terry Dillon, CEO of Shadforth, about the evolution […]
EPISODE 40 – Scaling Advice: Jeff Thurecht on Talent, Technology, and Growth
In this episode of the Trusted Adviser Podcast, Rob speaks with Jeff Thurecht, CEO of Evalesco Financial Services, about building […]
EPISODE 39 – Inside the Equity Engine: How HPH’s Team Equity Trust Aligns Growth, Ownership and Talent
In this episode of the Trusted Adviser Podcast, Rob Pyne sits down with HPH Solutions COO Nick Bordi to unpack […]
EPISODE 38: Reinventing the SOA: Corey Wastle’s Journey Toward Video-First Advice
In this episode of the Trusted Adviser Podcast, Rob speaks with Corey Wastle, founder of Verse Wealth, about rethinking the […]
EPISODE 37: You Can’t Scale Trust – 2025 IFA Excellence Award Winner Xan Kitchin on Building Wealth Connexion
In this episode of the Trusted Adviser Podcast, Rob sits down with Alexander (Xan) Kitchin Founder of Wealth Connexion and […]
EPISODE 36: The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement
In this episode of the Trusted Advisor podcast, Rob speaks with Dean Lombardo, Founder and Principal of Effortless Engagement, to […]
EPISODE 35: The Adviser-Led Estate Plan: Inherit Australia’s Approach
In this episode of The Trusted Adviser podcast, Rob speaks with Chris Hill and Rafael Cohen from Inherit Australia about […]
Special Episode: A Reflective Start to the Year: The Ideas That Endure in Advice Businesses
In this short special episode of The Trusted Adviser, host Rob Pyne reflects on the ideas that have most shaped […]
EPISODE 34: Tech Sanity for Advice Firms with Peter Worn of Finura Group
In this episode of The Trusted Adviser, Rob Pyne speaks with Peter Worn from Finura Group about the critical role […]
EPISODE 33: Xplan, Integrations & the Future of Advice Tech — Insights from Matt McGuinty
In this episode of The Trusted Adviser, Rob Pyne speaks with Matt McGuinty, Director of FinTech Strategic Partners, about the […]
EPISODE 32: Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital
In this episode of The Trusted Adviser, Rob Pyne speaks with Michael Goodman. Michael built Wealthstream Advisors with a long-term […]