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.