Episode

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

Podcast
The Trusted Adviser
Published
Jul 31, 2025
Duration seconds
3262
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not_requested
Canonical source
https://thetrustedadviser.podbean.com/e/future-ready-advice-talent-and-scale-with-apt-wealth-s-andrew-dunbar-abbie-gellatly/
Audio
https://mcdn.podbean.com/mf/web/jdft58r769aegz4j/The_Trusted_Adviser_Podcast_-_Andrew_Thomas_and_Abbie_Gellatly_-_Apt_Wealth_Partners_3_7jnhj.mp3
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Markdown
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Summary

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 engagement and retention. If you’re looking to build a future-ready advice business, this conversation is full of practical takeaways.