Free Daily Podcast Summary
The Trusted Adviser: Daily Summaries Delivered
by Rob Pyne
The Trusted Adviser is a podcast for financial planners who want to learn from the best in the profession. Hosted by Rob Pyne, founder and CEO of HPH Solutions, each episode features in-depth conversations with leading financial planners and experts from businesses that support the advice community. Guests share practical insights, lessons learned, and ideas for building better advice businesses, from technology and pricing to succession and client experience. Whether you’re an experienced adviser or growing your practice, The Trusted Adviser offers thought-provoking conversations to help you, and your business thrive.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 6 days ago48 min
Half Your Clients Are Baby Boomers: What to Know About Support Options as They Age
More than half of Australian advice clients are baby boomers or older, and many are heading into an aged care system that ABC’s Four Corners recently described as failing. Rob’s own parents were approved for Support at Home funding in November last year, and the funding didn’t arrive until July. In this episode, Rob speaks with Jo Newman of Cavida Care Advisory about what advisers can do now, before a fall or hospital stay forces the issue. What you’ll hear: How the process runs from My Aged Care through the ACAT assessment, and where the funding algorithm fits, Why a funding letter can sit unactioned, and what happens when the 56-day window closes, A recent client case where a couple were one week from losing Level 8 funding (worth over $80,000 a year) because they thought they had already moved to Support at Home, Why clients should ask for residential and respite codes at assessment, even if they don’t need them yet, and How to raise the conversation with clients who say “I’m fine, dear”
- 2 weeks ago55 min
The Akambo Growth Story, with Joe Akiki
Joe Akiki, Managing Director of Akambo, joins Rob Pyne to share how a business of around $16 million in revenue became a group of more than 200 people generating ~ $75 million in just three and a half years. Joe explains why Akambo launched managed accounts in 2011, how a conversation about SMAs turned into a full scrip merger with First Financial, and why Merchant came in as a minority partner. He also covers the “many restaurants, one kitchen” approach to integration, and how Akambo was the first firm in Australia to run Claude against the Morningstar Direct feed. A great listen for advice firm owners thinking about scale, M&A and technology.
- Oct 8, 20261h 10m
Scaling with Digital Employees with Michael Bova from Family Wealth Advisory
What if your next hire wasn't a person at all? Michael Bova, founder of Family Wealth Advisory in Sydney, has built digital employees named Bindi, Roxy, Iggy and Quinn, and one of them recently caught a misspelt name in a client's will that the lawyer, the adviser and the associate all missed. In this episode, Michael speaks about scaling a high-net-worth family practice from a comfortable sole adviser to around 320 families, with a goal of 1,000. He also shares the "valley of death" he went through along the way, what his AI build is really costing, and how he brought his team with him rather than leaving them fearful. A practical conversation for any planner thinking about scale, culture or AI.
- Sep 24, 20261h 10m
$3m to $30m, on the way to $100m: Lisa Fuentes on Scaling Alteris Financial Group
When Alteris was a $3 million business, founder Keith Jones stood up in front of his team and told them they would be a $30 million business. Nobody in the room could see how. They're now 75 people across five offices in three states, and Keith is talking about $100 to $200 million inside three to five years. Lisa Fuentes is the person who has had to make those numbers real. She joined Alteris in 2003 when there were four of them sharing an office in Parramatta. She's now Chief Operating Officer, and she puts it better than I could: Keith is an entrepreneur at heart, he will never stop, and her job has never been to stop him. Her job has been to figure it out. This conversation is about the figuring out.
- Sep 10, 20261h 3m
Stephen Handley, Fin365: Building the Advice Tech Stack From the Ground Up
Every advice firm is making technology decisions right now, and most are being pitched more options than they can sensibly assess. This conversation is about how to think through that. Stephen Handley came out of technology, joined his father's advice business as part of a succession plan, and then built his own practice serving mums and dads. When he couldn't find software that solved his back-office problem, he built it himself on Microsoft Dynamics. Ten years on, Fin365 is in more than 170 firms with around 2,000 users. In this episode we cover why Stephen took the hard road on data feeds instead of using an aggregator, the data ownership question every firm should be asking its software vendor, why the advice production market has become so crowded and where the real efficiency gains are actually hiding. His closing advice for anyone being pitched by fifteen vendors right now is worth the listen on its own.
- Aug 27, 20261h 1m
Building HPH Solutions with Rob Pyne, hosted by Pat Gardner
For episode 50 of The Trusted Adviser, the tables are turned. Pat Gardner from Collins SBA and technology provider Rubica takes the host chair and puts the questions to Rob Pyne, Founder and CEO of HPH Solutions. Rob traces the full arc of the business, from founding HPH in 2002, rebuilding the investment philosophy in the middle of the GFC, why the firm went self-licensed in 2009, and what changed when he stepped out of client work and into the managing director role. The conversation covers the decisions that moved the needle: the Dimensional relationship, the HPH Life joint venture with MBS Insurance, and the HPH Team Equity Trust that now sees the team hold around 27 percent of the business. Pat and Rob also dig into: Leadership as a behaviour rather than a title, and how HPH promotes from within The Monday Best Practice Forum, and how everyone can contribute to setting the agenda The Progress Update Report, measuring client wellbeing alongside net wealth, and why roughly 60 percent of the goals HPH captures have nothing to do with money The Partner Equity Model, and how minority investment differs from private equity and full merger The move to Rubica, and what modern technology now makes possible The origin story of this podcast, and the guests who changed how HPH operates Thanks to everyone who has listened across the first 50 episodes.
- Aug 13, 202650 min
100 Referrals a Month - Inside Everest Wealth's AI-Powered Growth Engine
Rob sits down with Scott Taylor and Ashley Pickett from Everest Wealth, a Perth-based advice business that's grown from a golf course conversation eight years ago into a team of 62 across Australia and the Philippines. Scott shares how the business bootstrapped from zero with free seminars for paramedics, before building a referral engine through partnerships with finance podcasts including She's on the Money, My Millennial Money, Equity Mates, Rask Media and Ladies Finance Club, now delivering more than 100 warm referrals a month. Ashley then takes us inside Everest's tech stack, from a bespoke cash flow tool that categorises a year of client transactions in minutes, to a custom client data collection portal built with Claude Code and Claude Design and hosted on AWS. They talk through the privacy and cyber security audit that followed, and how a culture of hands-on experimentation, including a three-month graduate building his own tools, is freeing advisers to spend more time with clients. The conversation also covers the data behind matching referral sources to adviser experience, the deliberate shift to offering ongoing advice rather than assuming clients don't want it, and why curiosity, not expertise, is the real starting point for adopting AI in an advice business.
- Jul 30, 202646 min
New-World Tech with Andrew Gardner and Ivon Gower from RetireMap
For years, advice technology has defaulted to one model, a single all-in-one platform trying to handle everything from CRM to modelling to SoA production. Andrew Gardner and Ivon Gower join Rob to explain why that default is starting to look more like a liability than a convenience, and what's actually made a different approach possible. Andrew is the founder and managing director of RetireMap, a cash flow modelling platform for financial advisers. Ivon is RetireMap's operations manager and works day to day with advisers as they adopt the platform. The conversation centres on the Model Context Protocol, MCP, and why it's succeeding where API integrations have long fallen short. Instead of connections that might land anywhere from 50 to 90 percent of the data on a good day, MCP moves it across as a complete bundle every time. Andrew and Ivon walk through a real-world example of what that makes possible, modelling a complex retirement village decision for an elderly client, three entry options, different fee structures, a five-year exit fee, using Claude and RetireMap side by side. What would once have taken days of paraplanning work was produced, reviewed and ready to present in minutes, including a set of questions to help the client weigh the financial decision against the personal one. We also get into: Why familiarity bias keeps advisers locked into tools they've already mastered, even once better ones exist The client who walked into a meeting armed with an AI-generated report already showing what he should be paying What a well-run advice practice's technology stack could look like five years from now, once modular, MCP connected tools become the norm rather than the exception Andrew's message for anyone still fully embedded in the old system: embrace it now, because there's no going back.
Get The Trusted Adviser summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Cornerstone Private Office
Covers tax planning, asset protection, and estate design for business owners and investors building long-term wealth.
Consulting Success Podcast
Strategies for building a profitable, scalable consulting business, from client acquisition to team management and marketing that works.
The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners
Teaches accounting, tax, and bookkeeping firm owners how to raise fees, improve sales, and build profitable firms without burnout.
The Long View
A weekly discussion on long-term investing, retirement planning, and portfolio strategy with finance experts.
Proven Podcast
Charles Schwartz
Your Money Guide on the Side
A practical guide to personal finance and investing, breaking down complex topics with expert insights and actionable advice.
Success Profiles Radio
Explores diverse aspects of success through interviews with experts in leadership, business, health, relationships, and personal growth.
Right About Now - Legendary Business Advice
Raw business insights from founders and industry leaders, revealing real wins, failures, and actionable strategies without the fluff.
The CUSP Podcast
Dr Tom Hitchcock
BiggerPockets Business Podcast
Real entrepreneurs share practical advice on starting, growing, and selling businesses, covering hiring, marketing, and raising capital.
Coaching Inc with Tom Krol
Teaches coaches and consultants how to generate consistent leads and increase income using proven, efficient marketing strategies.
Wrenches n Robots
A practical guide for HVAC, plumbing, and electrical contractors using AI and automation to streamline operations and grow their businesses.
About The Trusted Adviser
The Trusted Adviser is a podcast for financial planners who want to learn from the best in the profession. Hosted by Rob Pyne, founder and CEO of HPH Solutions, each episode features in-depth conversations with leading financial planners and experts from businesses that support the advice community. Guests share practical insights, lessons learned, and ideas for building better advice businesses, from technology and pricing to succession and client experience. Whether you’re an experienced adviser or growing your practice, The Trusted Adviser offers thought-provoking conversations to help you, and your business thrive.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from The Trusted Adviser in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's The Trusted Adviser daily summary?
It's a free AI-powered email that summarizes new episodes of The Trusted Adviser as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the The Trusted Adviser podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official The Trusted Adviser product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Rob Pyne.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does The Trusted Adviser release new episodes?
The Trusted Adviser publishes biweekly. Our AI generates a summary within hours of each new episode.
What topics does The Trusted Adviser cover?
The Trusted Adviser covers topics including Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting The Trusted Adviser summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.