The Trusted Adviser Podcast

Rob Pyne is joined by Nick Downey and Sam Patterson from Direct Wealth to explore how artificial intelligence (AI) is transforming financial planning.

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.

Rob Pyne explores the intricacies of Separately Managed Accounts (SMAs) with Chris West and Mike Parker from Context Capital

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.

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.

Rob Pyne is joined by Jade Burford, partner at MBS Insurance, to explore the intricacies of personal insurance advice.

Rob Pyne speaks with Jerry Kalogeropoulos, the founder of Aptium Assist, a business specializing in outsourced back-office support for financial planners.

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.

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.

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.