Podcast

The Trusted Adviser

Author: Rob Pyne
Feed episode count: 49
Official site: https://thetrustedadviser.com.au/
RSS: https://feed.podbean.com/thetrustedadviser/feed.xml
JSON: /v1/public/podcasts/the-trusted-adviser-7062717
Markdown: /podcast/the-trusted-adviser-7062717.md

Summary

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.

Episodes

Jul 16, 2026 · not_requested

Cyber and the AI Threat with Michael Connory of Aphore Technology

Duration seconds: 3398
Source: https://thetrustedadviser.podbean.com/e/cyber-and-the-ai-threat-with-michael-connory-of-aphore-technology/

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Jul 2, 2026 · not_requested

The Case for Doing One Thing Exceptionally Well with Drew Burden from MBS Insurance

Duration seconds: 2984
Source: https://thetrustedadviser.podbean.com/e/the-case-for-doing-one-thing-exceptionally-well-with-drew-burden-from-mbs-insurance/

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Jun 18, 2026 · not_requested

Building for a Generation That Wasn't Being Served - Rebecca Tai, Game Plan Wealth Advisers

Duration seconds: 3139
Source: https://thetrustedadviser.podbean.com/e/building-for-a-generation-that-wasnt-being-served-rebecca-tai-game-plan-wealth-advisers/

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Jun 4, 2026 · not_requested

Rod Bertino (Business Health): The War for Talent, Practice Valuations and the Question Every Self-Licensed Owner Must Answer

Duration seconds: 3774
Source: https://thetrustedadviser.podbean.com/e/rod-bertino-business-health-the-war-for-talent-practice-valuations-and-the-question-every-self-licensed-owner-must-answer/

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May 21, 2026 · not_requested

The Business That Doesn't Need You with Gabe Enslin from Adapt

Duration seconds: 3272
Source: https://thetrustedadviser.podbean.com/e/the-business-that-doesnt-need-you-with-gabe-enslin-from-adapt/

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May 7, 2026 · not_requested

Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers

Duration seconds: 4170
Source: https://thetrustedadviser.podbean.com/e/beyond-referrals-david-newson-xnw-atelier-on-the-future-of-marketing-for-independent-advisers/

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Apr 23, 2026 · not_requested

Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Financial Group

Duration seconds: 2767
Source: https://thetrustedadviser.podbean.com/e/building-a-modern-advice-firm-terry-dillon-on-the-evolution-of-shadforth-financial-group/

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Apr 9, 2026 · not_requested

Scaling Advice: Jeff Thurecht on Talent, Technology and Growth

Duration seconds: 2507
Source: https://thetrustedadviser.podbean.com/e/scaling-advice-jeff-thurecht-on-talent-technology-and-growth/

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Mar 26, 2026 · not_requested

Turning Your Team into Owners: The HPH Employee Ownership Model with Nick Bordi

Duration seconds: 2802
Source: https://thetrustedadviser.podbean.com/e/turning-your-team-into-owners-the-hph-employee-ownership-model-with-nick-bordi/

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Mar 12, 2026 · not_requested

Reinventing the SOA: Corey Wastle's Journey Towards Video-First Advice

Duration seconds: 3101
Source: https://thetrustedadviser.podbean.com/e/reinventing-the-soa-corey-wastles-journey-towards-video-first-advice/

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Feb 26, 2026 · not_requested

You Can’t Scale Trust — 2025 IFA Excellence Award Winner Xan Kitchin on Building Wealth Connexion

Duration seconds: 3144
Source: https://thetrustedadviser.podbean.com/e/you-can-t-scale-trust-%e2%80%94-2025-ifa-excellence-award-winner-xan-kitchin-on-building-wealth-connexion/

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Feb 12, 2026 · not_requested

The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement

Duration seconds: 3077
Source: https://thetrustedadviser.podbean.com/e/the-profit-gap-in-financial-advice-with-dean-lombardo-of-effortless-engagement/

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Jan 29, 2026 · not_requested

The Adviser-Led Estate Plan: Inherit Australia's Approach

Duration seconds: 3077
Source: https://thetrustedadviser.podbean.com/e/the-adviser-led-estate-plan-inherit-australias-approach/

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Jan 15, 2026 · not_requested

Tech Sanity for Advice Firms with Peter Worn of Finura Group

Duration seconds: 3398
Source: https://thetrustedadviser.podbean.com/e/tech-sanity-for-advice-firms-with-peter-worn-of-finura-group/

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Jan 1, 2026 · not_requested

New Year Reflection with Recommended Reading

Duration seconds: 265
Source: https://thetrustedadviser.podbean.com/e/new-year-reflection-with-recommended-reading/

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Dec 18, 2025 · not_requested

FinTech Under the Hood: Xplan, Scale, and the Tyranny of Variation with Matt McGuinty

Duration seconds: 3958
Source: https://thetrustedadviser.podbean.com/e/fintech-under-the-hood-xplan-scale-and-the-tyranny-of-variation-with-matt-mcguinty/

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Dec 4, 2025 · not_requested

Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital

Duration seconds: 2146
Source: https://thetrustedadviser.podbean.com/e/built-to-last-michael-goodman-on-multi-generational-ownership-without-outside-capital/

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Nov 20, 2025 · not_requested

The Trusted Adviser — Reflections from 30 Conversations

Duration seconds: 640
Source: https://thetrustedadviser.podbean.com/e/the-trusted-adviser-%e2%80%94-reflections-from-30-conversations/

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Nov 6, 2025 · not_requested

Inside the Numbers with Dan Heckendorf: Lessons from AZ NGA and the Power of a True CFO Function

Duration seconds: 2516
Source: https://thetrustedadviser.podbean.com/e/inside-the-numbers-with-dan-heckendorf-lessons-from-az-nga-and-the-power-of-a-true-cfo-function/

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Oct 23, 2025 · not_requested

Inside the HPH Client Experience: A Conversation with Zac Leeson

Duration seconds: 2323
Source: https://thetrustedadviser.podbean.com/e/inside-the-hph-client-experience-a-conversation-with-zac-leeson/

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Oct 9, 2025 · not_requested

The Technologists: Practical AI, Platforms & Productivity for Advice Firms

Duration seconds: 3611
Source: https://thetrustedadviser.podbean.com/e/the-technologists-practical-ai-platforms-productivity-for-advice-firms/

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Sep 25, 2025 · not_requested

Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners

Duration seconds: 3850
Source: https://thetrustedadviser.podbean.com/e/profitability-pricing-capacity-data-driven-insights-with-rob-jones-of-peloton-partners/

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Sep 11, 2025 · not_requested

Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice

Duration seconds: 2215
Source: https://thetrustedadviser.podbean.com/e/strategic-scaling-up-how-calder-wealth-joined-forces-with-coastal-advice/

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Aug 28, 2025 · not_requested

What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice

Duration seconds: 2627
Source: https://thetrustedadviser.podbean.com/e/what-if-your-crm-could-think-glenn-elliott-on-ai-in-financial-advice/

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Aug 14, 2025 · not_requested

The Rise of Digital Staff: Nick Perrett on AI Workflow Automation at Yarra Lane

Duration seconds: 3061
Source: https://thetrustedadviser.podbean.com/e/the-rise-of-digital-staff-nick-perrett-on-ai-workflow-automation-at-yarra-lane/

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Jul 31, 2025 · not_requested

Future-Ready Advice: Talent and Scale with Apt Wealth’s Andrew Dunbar & Abbie Gellatly

Duration seconds: 3262
Source: https://thetrustedadviser.podbean.com/e/future-ready-advice-talent-and-scale-with-apt-wealth-s-andrew-dunbar-abbie-gellatly/

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