{"podcast":{"title":"The Trusted Adviser","slug":"the-trusted-adviser-7062717","podcast_index_feed_id":7062717,"rss_url":"https://feed.podbean.com/thetrustedadviser/feed.xml","website_url":"https://thetrustedadviser.com.au/","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/19487515/The-Trusted-Adviser-Podcast-Logo.png","author":"Rob Pyne","episode_count":49,"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.","last_synced_at":"2026-07-17T04:19:37.903588+00:00","page_url":"https://stenobird.com/podcast/the-trusted-adviser-7062717"},"episode":{"title":"Scaling Advice: Jeff Thurecht on Talent, Technology and Growth","slug":"scaling-advice-jeff-thurecht-on-talent-technology-and-growth","published_at":"2026-04-09T15:59:00+00:00","page_url":"https://stenobird.com/podcast/the-trusted-adviser-7062717/scaling-advice-jeff-thurecht-on-talent-technology-and-growth","show_page_url":"https://stenobird.com/podcast/the-trusted-adviser-7062717","url":"https://thetrustedadviser.podbean.com/e/scaling-advice-jeff-thurecht-on-talent-technology-and-growth/","audio_url":"https://mcdn.podbean.com/mf/web/326hqpjh7r2g49ec/The_Trusted_Adviser_Podcast_-_Jeff_Thurecht_-_Evalesco_Financial_Servicesa2myy.mp3","summary":"What does it actually take to build a financial planning firm that wins Company of the Year? Jeff Thurecht is the co-founder and CEO of Evalesco Financial Services, a Sydney-based firm he built alongside business partner Marshall Brentnall nearly two decades ago. The name says it all: Evalesco is Latin for \"to grow strong, prevail and add value.\" In 2025, the industry agreed, awarding Evalesco both the Holistic Advice Firm of the Year and the overall Company of the Year at the IFA Excellence Awards. In this conversation, Jeff opens up about the deliberate decisions behind that recognition. He shares how Evalesco built demographic-specific advice pods, from wealth accumulators and pre-retirees through to a genuine high net worth, multi-family office offering via the Principal Edge acquisition. He explains how a team of nine in the Philippines became one of the most valued parts of the business, not as outsourced support but as genuinely embedded team members. Jeff is also candid about what it really meant to win a company award rather than an individual one, and why building a team without \"rock stars\" has always been the goal. We also cover: The acquisition of Principal Edge: what made it the right move, what made it hard, and what's still being worked through The identity shift from adviser to CEO, and the surprisingly difficult task of measuring your own progress when client appointments no longer fill your diary Evalesco's bold 3k 30 vision: 3,000 ideal clients by 2030, and exactly how they plan to get there How technology is being used to free up adviser face time, including a new CRM build on Microsoft Dynamics and a purpose-built Technology and Advice Delivery Manager role Jeff's answer to the final question, what single thing would move the needle most right now…","meta_description":"What does it actually take to build a financial planning firm that wins Company of the Year? Jeff Thurecht is the co-founder and CEO of Evalesco Financial…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2507,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-trusted-adviser-7062717/episodes/scaling-advice-jeff-thurecht-on-talent-technology-and-growth/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-trusted-adviser-7062717/scaling-advice-jeff-thurecht-on-talent-technology-and-growth.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}