Episode 5: Exploring Outsourced Solutions with Jerry Kalogeropoulos
Rob Pyne speaks with Jerry Kalogeropoulos, the founder of Aptium Assist, a business specialising in outsourced back-office support for financial planners.
The Trusted Adviser Podcast
Episode 4: Transforming Financial Planning with Technology with Pat Gardner
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
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.