Episode 31 – The First 30 Episodes: A Strategic Recap of The Trusted Adviser
In this special episode, Rob Pyne takes a step back from interviewing industry leaders and instead delivers a curated, narrative […]
EPISODE 30: Inside the Numbers: Lessons from AZ NGA and the Power of a True CFO Function with Dan Heckendorf
In this episode of The Trusted Advisor, Rob Pyne sits down with seasoned finance leader Dan Heckendorf, who brings a […]
EPISODE 29: Inside the HPH Client Experience: A Conversation with Zac Leeson
In this episode of The Trusted Adviser Podcast, host Rob Pyne speaks with Zacary Leeson, Financial Adviser and Director at […]
EPISODE 28: The Technologists: Roundtable on AI, Platforms & Productivity in Advice with Nick Downey, Glenn Elliott, Patrick Gardner, and Stephen Bell
Rob explores how leading advice firms are harnessing AI, automation, and data to improve efficiency, client experience, and adviser performance […]
Episode 27: Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners
Pricing remains one of the most pressing – and misunderstood – challenges in financial advice. Rob Jones, Co-Founder of Peloton Partners, […]
Episode 26: Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice – with Ben Calder, Managing Director of Calder Wealth Management
Ben Calder, Managing Director of Calder Wealth Management, unpacks the recent merger with Coastal Advice Group. Together with Dan Brown, […]
Episode 25: AI in Financial Advice: What If Your CRM Could Think? – with Glenn Elliott, Co-Founder of Practifi and Founder of Meldus
Glenn Elliott, co-founder of Practifi and founder of Meldus, explores how artificial intelligence, automation, and open platforms are reshaping the […]
Episode 24: Digital Staff, Real Impact: How AI and Automation Are Reshaping Financial Advice – with Nick Perrett, CEO of Yarra Lane Group
Nick Perrett, CEO of Yarra Lane Group, explores how financial advice firms can harness AI agents and robotic process automation […]
Episode 23: Future-Ready Advice: Talent and Scale with Apt Wealth’s Andrew Dunbar & Abbie Gellatly
Rob Pyne sits down with Andrew Dunbar, Director of Apt Wealth Partners, and Abbie Gellatly, Head of People and Culture, to explore how one of Australia’s most awarded advice firms is preparing for the future of financial planning.
Episode 22: G2 Leadership and the Future of Advisory Firms with Philip Palaveev
Rob Pyne sits down with Philip Palaveev, CEO of The Ensemble Practice, to explore how leadership in advisory firms must evolve.
Episode 21: Growing Stronger Advice Practices with Terri Reid of Traxiom
Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human side of leadership in advice firms.
Episode 20: Rethinking the Backbone of Advice: Stephen Bell on Process-Driven Technology
In this episode of The Trusted Adviser, Rob Pyne speaks with Stephen Bell — former adviser, Enzumo founder, and now the driving force behind Captegra and Hivrs.