Hosted by Rob Pyne · EN · 47 episodes
Established thought leaders with verified media credentials.
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
Rob Pyne hosts The Trusted Adviser, a business show with 47 episodes published.
Most advice firms know the under-40 client exists. Few have built their entire business around them. Rebecca Tai is the co-founder of Game Plan Wealth Advisers in Melbourne, a practice she built from scratch with her bus
Most financial planning principals are so focused on building their business that they never stop to ask a more important question: what happens to it if you're not there? Gabe Enslin is the CEO of Adapt, a business buil
What does it actually take to attract your next best client — before they've been referred to you? Most advice firms are excellent at converting a warm referral. But in a world where affluent consumers increasingly searc
What happens when 13 of the most successful independent advice firms in Australia decide to put their egos aside and build something together? That's the modern origin story of Shadforth Financial Group — and it's the ba
What does it actually take to build a financial planning firm that wins Company of the Year? Jeff Thurecht is the co-founder and CEO of Evalesco Financial Services, a Sydney-based firm he built alongside business partner
In this episode of The Trusted Adviser, I sit down with our Chief Operating Officer, Nick Bordi, to unpack one of the most talked-about topics in financial planning businesses: employee ownership. At HPH Solutions, what
In this episode of The Trusted Adviser, Rob sits down with Corey Wastle, founder of Verse Wealth, to unpack how his firm has reimagined advice delivery, replacing the traditional SOA model with a streamlined video-first
Alexander “Xan” Kitchin, Managing Director of Wealth Connexion and 2025 IFA Excellence Award – Individual winner, joins Rob Pyne to share how a corporate mindset, disciplined systems, and a strong team culture are reshap
Many financial advice businesses are busy, growing, and delivering for clients — yet still fall short of their true commercial potential. In this episode of The Trusted Adviser, Rob Pyne is joined by Dean Lombardo, Found
In this episode of The Trusted Adviser, Rob Pyne is joined by Chris Hill (lawyer and financial adviser) and Rafael Cohen (fintech founder) from Inherit Australia to explore a smarter, adviser-led approach to estate plann
Is your advice tech stack quietly helping your business grow, or quietly driving everyone mad? In this episode of The Trusted Adviser, Rob Pyne sits down with Peter Worn, co-founder of Finura Group, to unpack what it rea
As we wrap up the year, this short solo episode is part reflection and part recommended reading list. In this episode, Rob steps back to reflect on some of the key ideas that have shaped his thinking as a business owner,
Most advice firms in Australia run on Xplan, but very few truly understand what’s happening under the hood, how to optimise it, where it breaks, and what it takes to integrate it into a modern tech stack. In this episode
In this episode of The Trusted Adviser, Rob Pyne sits down with Michael Goodman, founder of Wealthstream Advisors and now President of Greenspring Advisors, for an honest and thoughtful conversation about what it really
This special reflection episode isn’t part of our numbered series. While Rob attends the FAAA Congress in Perth along with over a thousand advisers from across Australia, we’re taking a moment to look back. Rob narrates
Former AZ NGA CFO Dan Heckendorf, now founder of Astilla, joins Rob Pyne to discuss what it really takes to scale a professional services firm with strong financial discipline and intent. Dan shares lessons from overseei
In this episode, Rob Pyne sits down with Zac Leeson, Senior Financial Adviser and HPH Solutions Next-Generation Leader, to explore how the client experience has evolved from being investment-centric to truly life-centred
In this special roundtable episode of The Trusted Adviser Podcast, Rob Pyne is joined by four technologists who are transforming the way advice firms approach technology and AI: Pat Gardner (Collins SBA / Rubica) – on av
In this episode of The Trusted Adviser podcast, Rob Pyne speaks with Rob Jones, co-founder of Peloton Partners and a leading authority on pricing and profitability in financial advice. Rob shares why many firms leave mon
In this episode of The Trusted Adviser, Rob Pyne speaks with Ben Calder, Managing Director of Calder Wealth Management, about the recent merger with Coastal Advice Group. Ben shares the backstory of how years of collabor
Michael Goodman
BYU religion professor · Get Fish Marine
1 appearance on this show
Rob Jones
Research Lead for Advanced Colorectal Cancer · Sarasota Spine & Sports Performance
1 appearance on this show
Paul Shepherd
Chair of the CHIRP Superyacht Board · MFC Foundation
1 appearance on this show
Chris West
Co-Lead of Workplace Health & Wellbeing programme · Eco Sensory Therapy
1 appearance on this show
Mike Parker
Series Director · Liminal Coaching
1 appearance on this show
Dan Brown
Entrepreneur, Surfer, & Folk Hero · Nottingham Trent University
1 appearance on this show
Terri Reid
Traxiom
1 appearance on this show
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The Trusted Adviser is hosted by Rob Pyne. The show is categorised under business and has published 47 episodes.
The Trusted Adviser has published 47 episodes.
The Trusted Adviser regularly covers business. It sits in the business category.
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Episodes of The Trusted Adviser average 47 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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