درباره این پادکست 🔗
The Trusted Adviser is a podcast for financial planners who want to learn from the best in the profession. Hosted by Rob Pyne, founder and CEO of HPH Solutions, each episode features in-depth conversations with leading financial planners and experts from businesses that support the advice community.
Guests share practical insights, lessons learned, and ideas for building better advice businesses, from technology and pricing to succession and client experience.
Whether you’re an experienced adviser or growing your practice, The Trusted Adviser offers thought-provoking conversations to help you, and your business thrive.
Guests share practical insights, lessons learned, and ideas for building better advice businesses, from technology and pricing to succession and client experience.
Whether you’re an experienced adviser or growing your practice, The Trusted Adviser offers thought-provoking conversations to help you, and your business thrive.
میزبان‌ها:
فرکانس به روز رسانی:
biweekly
میانگین طول صدا:
49 minutes
مصاحبه های مهمان
پادکست ویدیویی
انگلیسی
استرالیا
56 قسمت
از سال 9 اکتبر 2024
episodic
آخرین اپیزود 🔗
Joe Akiki, Managing Director of Akambo, joins Rob Pyne to share how a business of around $16 million in revenue became a group of more than 200 people generating ~ $75 million in just three and a half years.
Joe explains why Akambo launched managed accounts in 2011, how a conversation about SMAs t…
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What if your next hire wasn't a person at all? Michael Bova, founder of Family Wealth Advisory in Sydney, has built digital employees named Bindi, Roxy, Iggy and Quinn, and one of them recently caught a misspelt name in a client's will that the lawyer, the adviser and the associate all missed.
In …
When Alteris was a $3 million business, founder Keith Jones stood up in front of his team and told them they would be a $30 million business. Nobody in the room could see how. They're now 75 people across five offices in three states, and Keith is talking about $100 to $200 million inside three to …
Every advice firm is making technology decisions right now, and most are being pitched more options than they can sensibly assess. This conversation is about how to think through that.
Stephen Handley came out of technology, joined his father's advice business as part of a succession plan, and the…
For episode 50 of The Trusted Adviser, the tables are turned. Pat Gardner from Collins SBA and technology provider Rubica takes the host chair and puts the questions to Rob Pyne, Founder and CEO of HPH Solutions.
Rob traces the full arc of the business, from founding HPH in 2002, rebuilding the in…
Rob sits down with Scott Taylor and Ashley Pickett from Everest Wealth, a Perth-based advice business that's grown from a golf course conversation eight years ago into a team of 62 across Australia and the Philippines.
Scott shares how the business bootstrapped from zero with free seminars for par…
For years, advice technology has defaulted to one model, a single all-in-one platform trying to handle everything from CRM to modelling to SoA production. Andrew Gardner and Ivon Gower join Rob to explain why that default is starting to look more like a liability than a convenience, and what's actu…
Cybersecurity has moved from an IT problem to a boardroom problem, and most AFSLs haven't caught up yet.
In this episode, I sit down with Michael Connory, CEO of Aphore Technology, who has spent over a decade helping some of the largest licensees in Australia, including RI Advice in the wake of th…
Drew Burden is the co-founder and CEO of MBS Insurance, an insurance specialist advice firm celebrating its twentieth year in business. In that time, MBS has grown from $8 million in premium and 1,500 clients to $250 million in premium and 25,000 clients, without ever deviating from a single specia…
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 business partner Alicia specifically to serve the millennial client — a cohort th…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Rob Pyne است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
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