The Trusted Adviser
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.
Episodes
In this episode of The Trusted Adviser, Rob Pyne speaks with Glenn Elliott, co-founder of Practifi and founder of Meldus, about how AI and automation are reshaping the advice profession. Glenn shares insights from his journey building Practifi, the importance of open platforms and APIs, and the practical ways agentic AI is already transforming CRM data, compliance, and client engagement. A must-listen for advice firms wanting to fu...
In this episode of The Trusted Adviser, Rob Pyne sits down with Nick Perrett, CEO at Yarra Lane Group, to explore how his firm is leveraging AI agents and robotic process automation (RPA) to transform operations across financial planning, tax, and professional services. Nick shares how bots like “Henry” and “Grace” are automating everything from review prep to data entry, running 24/7 inside their Microsoft environment and freeing ...
In this episode of The Trusted Adviser, Rob Pyne speaks with Andrew Dunbar and Abbie Gellatly from Apt Wealth Partners—an award-winning advice firm known for its strong culture and focus on talent development. They unpack how Apt is preparing for the future of financial advice through structured graduate pathways, transparent career progression, leadership development, employee ownership, and a flexible benefits program that drives...
What does it take to grow a financial planning firm beyond the founder? In this episode of The Trusted Adviser, Rob Pyne speaks with Philip Palaveev, CEO of The Ensemble Practice, about what it really means to lead a team-based advice business.
Philip unpacks why leadership is more burden than privilege, how to shift from founder-led to team-driven models, and what it takes to embed vision and trust into culture.
👉 Listen as Phili...
In this episode of The Trusted Adviser, Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human side of leadership in advice firms. They explore the tensions advice principals face as they grow their businesses, from stepping back as the chief problem solver to building strong team cultures. Terri shares practical tools for empowering staff, improving communication, and reframing lea...
In this episode of The Trusted Adviser, Rob Pyne speaks with Stephen Bell — former adviser, Enzumo founder, and now the driving force behind Captegra and Hivrs. They explore how financial advice firms can shift from clunky tech stacks to streamlined process-driven systems, the power of Salesforce as a source of truth, and the realistic role of AI in advice delivery. Stephen shares his vision for real-time, electronic SOA generation...
In this episode, Rob Pyne is joined by David Sharpe, Chair of the Financial Advice Association of Australia and Principal of Globe Financial Planning.
David shares his personal journey into financial advice and offers a front-row view of the critical reform efforts shaping the profession today.
From CSLR and DBFO to education pathways and red tape reduction, this is a candid and insightful conversation about professional leadership...
In this episode of The Trusted Adviser, Rob Pyne sits down with Neil Kendall, Managing Director of Tupicoffs and former Chair of the FAAA, to explore how forward-thinking advice firms can leverage technology to lift compliance, protect client data, and deliver a better client experience. Neil shares how his firm uses AI-powered tools like Theta Lake for full-spectrum compliance monitoring, MyProsperity for secure data aggregation, ...
In this episode, Rob Pyne sits down with Keith Barrett, Managing Director of Reverb Media, to explore the power of public relations in financial services. With a background in journalism and two decades in the media industry, Keith shares how strategic storytelling and well-executed PR can help financial planning firms stand out, build trust, and engage meaningfully with both clients and industry. From thought leadership to crisis ...
New to The Trusted Adviser Podcast? This short trailer gives you a quick feel for the show — what it’s about, who it’s for, and why it’s worth following. Hosted by Rob Pyne, each episode features honest conversations with industry leaders in financial advice.
In this episode of The Trusted Adviser, Rob Pyne is joined by Anthony Warr and Bianca Musico from Warr Hunt — a firm renowned for its leadership in mentoring, team development and succession planning. Bianca reflects on her journey to becoming the FAAA Certified Financial Planner of the Year in 2024, while Anthony shares the foundational principles that have positioned Warr Hunt as a multiple finalist for Professional Practice of t...
In this episode of The Trusted Adviser Podcast, host Rob Pyne is joined by James Damicoucas and Tom Bernard from Frontier Advisers to explore the growing accessibility of private markets for financial advisers. They discuss the rise of evergreen funds, key investment structures, and how advisers can integrate private equity, private debt, unlisted property and infrastructure into client portfolios. The conversation covers liquidity...
In this episode of The Trusted Adviser, Rob Pyne sits down with Eliza De Pardo, founder and director of De Pardo Consulting, to discuss the key insights from her latest white paper, 10 Fast Track Insights: Clearing the Pathway for Growth. With over two decades of experience advising financial firms in the U.S. and Australia, Eliza shares practical strategies for tackling compensation challenges, aligning leadership teams, improvi...
In this episode of The Trusted Adviser, host Rob Pyne sits down with Cameron Passmore, CEO and Portfolio Manager at PWL Capital and co-host of the Rational Reminder Podcast, to discuss the journey of PWL Capital, its commitment to evidence-based investing, and the firm's recent OneDigital transaction.
Cameron shares the key milestones that have shaped PWL’s success, from embracing a client-first philosophy and integrating financi...
In this episode, host Rob Pyne sits down with Paul Shepherd and Teneale Laister from Alman Partners, an award-winning financial planning firm. They explore what it takes to build a successful and sustainable financial planning business by focusing on team culture, leadership frameworks, succession planning, and client service excellence.
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In this episode of The Trusted Adviser, host Rob Pyne sits down with Nick Downey and Sam Patterson from Direct Wealth to discuss the transformative role of artificial intelligence (AI) in the financial planning industry. As leaders at the forefront of AI adoption, Nick and Sam share how Direct Wealth leverages AI to enhance efficiency, scale advice delivery, and perso...
In this insightful episode, Rob Pyne welcomes David Haintz, a seasoned wealth management expert and representative of Merchant Investment Management. With 35 years of experience in financial advice and business coaching, David shares his expertise on critical topics such as profitability and productivity ratios, client selection strategies, and Merchant's role in help...
In this episode, we explore the intricacies of Separately Managed Accounts (SMAs) with Chris West and Mike Parker from Context Capital. SMAs have rapidly emerged as a preferred investment solution, offering transparency, efficiency, and fairness for both advisers and investors. Taking advantage of Chris and Mike's expert knowledge in the world of SMAs, Rob dives into the operational, regulatory, and strategic benefits of SMAs, unco...
In this episode, Rob sits down with Phil Little from Slipstream Group for a masterclass on pricing strategies that drive business growth. Phil, a former financial planner and successful business owner turned coach, delves into the importance of regularly reviewing pricing methodologies, tackling outdated fee structures, and ensuring consistency across clients. Together, they explore practical steps to align pricing with business ...
In this insightful episode of The Trusted Adviser, host 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.
Dan shares the key lessons he’s learned from scaling his business, including how to identify opportunities in acquisitions, the importance of cultural alignment, and the practical differences between “plug...
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