All Episodes
The Trusted Adviser — 43 episodes
Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers
Scaling Advice: Jeff Thurecht on Talent, Technology and Growth
Turning Your Team into Owners: The HPH Employee Ownership Model with Nick Bordi
Reinventing the SOA: Corey Wastle's Journey Towards Video-First Advice
You Can’t Scale Trust — 2025 IFA Excellence Award Winner Xan Kitchin on Building Wealth Connexion
The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement
The Adviser-Led Estate Plan: Inherit Australia's Approach
Tech Sanity for Advice Firms with Peter Worn of Finura Group
New Year Reflection with Recommended Reading
FinTech Under the Hood: Xplan, Scale, and the Tyranny of Variation with Matt McGuinty
Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital
The Trusted Adviser — Reflections from 30 Conversations
Inside the Numbers with Dan Heckendorf: Lessons from AZ NGA and the Power of a True CFO Function
Inside the HPH Client Experience: A Conversation with Zac Leeson
The Technologists: Practical AI, Platforms & Productivity for Advice Firms
Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners
Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice
What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice
The Rise of Digital Staff: Nick Perrett on AI Workflow Automation at Yarra Lane
Future-Ready Advice: Talent and Scale with Apt Wealth’s Andrew Dunbar & Abbie Gellatly
Philip Palaveev on G2 Leadership and the Future of Advisory Firms
Growing Stronger Advice Practices with Terri Reid of Traxiom
Rethinking the Backbone of Advice: Stephen Bell on Process-Driven Technology
Advocacy, Reform & the Future of Advice – with David Sharpe of Globe Financial Planning
Future-Proofing Advice Firms – Neil Kendall of Tupicoffs on AI, Cyber Security & Client Portals
Building a Brand with Keith Barrett of Reverb Media
🎧 Start Here: The Trusted Adviser Trailer
Building Enduring Advice Practices — Insights from Anthony Warr & Bianca Musico of Warr Hunt
Unlocking Private Markets: Insights from James Damicoucas & Tom Bernard of Frontier Advisors
Fast-Tracking Growth: Breaking Business Barriers with Eliza De Pardo
Building a Wealth Management Powerhouse with Cameron Passmore from PWL Capital
Leadership, Culture and Success with Paul Shepherd and Teneale Laister from Alman Partners
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
Partnering for Success: Insights from David Haintz of Merchant Investment Management
Leveraging SMAs: Insights from Context Capital with Chris West and Mike Parker
Pricing Mastery with Phil Little from Slipstream Group
Acquisitions Unpacked: Scaling Smarter with Dan Brown from Coastal Advice Group
Specialist Insurance Joint Venture Partnerships with Jade Burford from MBS Insurance
Evaluating Outsourced Back-Office Solutions for Financial Planners: Insights from Aptium Assist
Transforming Financial Planning with Technology: Pat Gardner's Journey with Salesforce CRM
Navigating Mergers & Acquisitions in Financial Planning with Richard Hernan from Broadleaf Financial Group
Financial Planning Business Valuation with Tim Lane: Key Drivers and Succession Planning
Exploring Employee Share Plans with Rob Pyne, CEO at HPH Solutions