The Trusted Adviser

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.

Publisher

Rob Pyne

Category

business

Language

en

Explicit

No

First episode

9 Oct 2024

Latest episode

8 Oct 2026

Latest episodes

55 episodes in the feed.

1. 

   8 Oct 2026

   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.

2. 

   24 Sept 2026

   $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.

3. 

   10 Sept 2026

   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.

Who has been a guest on The Trusted Adviser

Names identified in recent episode analyses. Showing up to five guests.

• Terri Reid
• Stephen Bell
• David Sharpe
• Neil Kendall
• Dan Brown

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

6,879

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

14 ratings

Podcast Authority Score: 36 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

45

Social presence

0

YouTube

65

Engagement

0

Contact The Trusted Adviser

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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