
Alexander “Xan” Kitchin, Managing Director of Wealth Connexion and 2025 IFA Excellence Award – Individual winner, joins Rob Pyne to share how a corporate mindset, disciplined systems, and a strong team culture are reshaping modern financial advice. In this episode, Xan explains why “you can’t scale trust,” and what that means for adviser capacity, AI, and the future of professional advice businesses. A thoughtful conversation for practice owners and advisers thinking about sustainable growth and long-term impact.
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Rod Bertino (Business Health): The War for Talent, Practice Valuations and the Question Every Self-Licensed Owner Must Answer

The Business That Doesn't Need You with Gabe Enslin from Adapt

Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers

Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Financial Group
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