# The Trusted Adviser Page: https://stenobird.com/podcast/the-trusted-adviser-7062717 Text version: https://stenobird.com/podcast/the-trusted-adviser-7062717.md RSS feed: https://feed.podbean.com/thetrustedadviser/feed.xml Official site: https://thetrustedadviser.com.au/ Author: Rob Pyne Episodes: 49 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/the-trusted-adviser-7062717 Markdown: https://stenobird.com/podcast/the-trusted-adviser-7062717.md ## Episodes - [Cyber and the AI Threat with Michael Connory of Aphore Technology](https://stenobird.com/podcast/the-trusted-adviser-7062717/cyber-and-the-ai-threat-with-michael-connory-of-aphore-technology) — 2026-07-16T15:59:00+00:00 - [The Case for Doing One Thing Exceptionally Well with Drew Burden from MBS Insurance](https://stenobird.com/podcast/the-trusted-adviser-7062717/the-case-for-doing-one-thing-exceptionally-well-with-drew-burden-from-mbs-insurance) — 2026-07-02T15:59:00+00:00 - [Building for a Generation That Wasn't Being Served - Rebecca Tai, Game Plan Wealth Advisers](https://stenobird.com/podcast/the-trusted-adviser-7062717/building-for-a-generation-that-wasn-t-being-served-rebecca-tai-game-plan-wealth-advisers) — 2026-06-18T15:59:00+00:00 - [Rod Bertino (Business Health): The War for Talent, Practice Valuations and the Question Every Self-Licensed Owner Must Answer](https://stenobird.com/podcast/the-trusted-adviser-7062717/rod-bertino-business-health-the-war-for-talent-practice-valuations-and-the-question-every-self-licensed-owner-must-answer) — 2026-06-04T15:59:00+00:00 - [The Business That Doesn't Need You with Gabe Enslin from Adapt](https://stenobird.com/podcast/the-trusted-adviser-7062717/the-business-that-doesn-t-need-you-with-gabe-enslin-from-adapt) — 2026-05-21T15:59:00+00:00 - [Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers](https://stenobird.com/podcast/the-trusted-adviser-7062717/beyond-referrals-david-newson-xnw-atelier-on-the-future-of-marketing-for-independent-advisers) — 2026-05-07T15:59:00+00:00 - [Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Financial Group](https://stenobird.com/podcast/the-trusted-adviser-7062717/building-a-modern-advice-firm-terry-dillon-on-the-evolution-of-shadforth-financial-group) — 2026-04-23T15:59:00+00:00 - [Scaling Advice: Jeff Thurecht on Talent, Technology and Growth](https://stenobird.com/podcast/the-trusted-adviser-7062717/scaling-advice-jeff-thurecht-on-talent-technology-and-growth) — 2026-04-09T15:59:00+00:00 - [Turning Your Team into Owners: The HPH Employee Ownership Model with Nick Bordi](https://stenobird.com/podcast/the-trusted-adviser-7062717/turning-your-team-into-owners-the-hph-employee-ownership-model-with-nick-bordi) — 2026-03-26T15:59:00+00:00 - [Reinventing the SOA: Corey Wastle's Journey Towards Video-First Advice](https://stenobird.com/podcast/the-trusted-adviser-7062717/reinventing-the-soa-corey-wastle-s-journey-towards-video-first-advice) — 2026-03-12T15:59:00+00:00 - [You Can’t Scale Trust — 2025 IFA Excellence Award Winner Xan Kitchin on Building Wealth Connexion](https://stenobird.com/podcast/the-trusted-adviser-7062717/you-can-t-scale-trust-2025-ifa-excellence-award-winner-xan-kitchin-on-building-wealth-connexion) — 2026-02-26T15:59:00+00:00 - [The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement](https://stenobird.com/podcast/the-trusted-adviser-7062717/the-profit-gap-in-financial-advice-with-dean-lombardo-of-effortless-engagement) — 2026-02-12T15:59:00+00:00 - [The Adviser-Led Estate Plan: Inherit Australia's Approach](https://stenobird.com/podcast/the-trusted-adviser-7062717/the-adviser-led-estate-plan-inherit-australia-s-approach) — 2026-01-29T15:59:00+00:00 - [Tech Sanity for Advice Firms with Peter Worn of Finura Group](https://stenobird.com/podcast/the-trusted-adviser-7062717/tech-sanity-for-advice-firms-with-peter-worn-of-finura-group) — 2026-01-15T15:59:00+00:00 - [New Year Reflection with Recommended Reading](https://stenobird.com/podcast/the-trusted-adviser-7062717/new-year-reflection-with-recommended-reading) — 2026-01-01T15:59:00+00:00 - [FinTech Under the Hood: Xplan, Scale, and the Tyranny of Variation with Matt McGuinty](https://stenobird.com/podcast/the-trusted-adviser-7062717/fintech-under-the-hood-xplan-scale-and-the-tyranny-of-variation-with-matt-mcguinty) — 2025-12-18T15:59:00+00:00 - [Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital](https://stenobird.com/podcast/the-trusted-adviser-7062717/built-to-last-michael-goodman-on-multi-generational-ownership-without-outside-capital) — 2025-12-04T15:59:00+00:00 - [The Trusted Adviser — Reflections from 30 Conversations](https://stenobird.com/podcast/the-trusted-adviser-7062717/the-trusted-adviser-reflections-from-30-conversations) — 2025-11-20T15:59:00+00:00 - [Inside the Numbers with Dan Heckendorf: Lessons from AZ NGA and the Power of a True CFO Function](https://stenobird.com/podcast/the-trusted-adviser-7062717/inside-the-numbers-with-dan-heckendorf-lessons-from-az-nga-and-the-power-of-a-true-cfo-function) — 2025-11-06T15:59:00+00:00 - [Inside the HPH Client Experience: A Conversation with Zac Leeson](https://stenobird.com/podcast/the-trusted-adviser-7062717/inside-the-hph-client-experience-a-conversation-with-zac-leeson) — 2025-10-23T15:59:00+00:00 - [The Technologists: Practical AI, Platforms & Productivity for Advice Firms](https://stenobird.com/podcast/the-trusted-adviser-7062717/the-technologists-practical-ai-platforms-productivity-for-advice-firms) — 2025-10-09T15:59:00+00:00 - [Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners](https://stenobird.com/podcast/the-trusted-adviser-7062717/profitability-pricing-capacity-data-driven-insights-with-rob-jones-of-peloton-partners) — 2025-09-25T15:59:00+00:00 - [Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice](https://stenobird.com/podcast/the-trusted-adviser-7062717/strategic-scaling-up-how-calder-wealth-joined-forces-with-coastal-advice) — 2025-09-11T15:59:00+00:00 - [What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice](https://stenobird.com/podcast/the-trusted-adviser-7062717/what-if-your-crm-could-think-glenn-elliott-on-ai-in-financial-advice) — 2025-08-28T15:59:00+00:00 - [The Rise of Digital Staff: Nick Perrett on AI Workflow Automation at Yarra Lane](https://stenobird.com/podcast/the-trusted-adviser-7062717/the-rise-of-digital-staff-nick-perrett-on-ai-workflow-automation-at-yarra-lane) — 2025-08-14T15:59:00+00:00 - [Future-Ready Advice: Talent and Scale with Apt Wealth’s Andrew Dunbar & Abbie Gellatly](https://stenobird.com/podcast/the-trusted-adviser-7062717/future-ready-advice-talent-and-scale-with-apt-wealth-s-andrew-dunbar-abbie-gellatly) — 2025-07-31T15:59:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. A page view does not automatically enqueue transcription.