The Trusted Adviser

Growing Stronger Advice Practices with Terri Reid of Traxiom

In this episode of The Trusted Adviser, Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human side of leadership in advice firms. They explore the tensions advice principals face as they grow their businesses, from stepping back as the chief problem solver to building strong team cultures. Terri shares practical tools for empowering staff, improving communication, and reframing leadership at all levels. A valuable conversation for any advice leader wanting to build a business that performs well and feels good to be part of.

Rethinking the Backbone of Advice: Stephen Bell on Process-Driven Technology

In this episode of The Trusted Adviser, Rob Pyne speaks with Stephen Bell — former adviser, Enzumo founder, and now the driving force behind Captegra and Hivrs. They explore how financial advice firms can shift from clunky tech stacks to streamlined process-driven systems, the power of Salesforce as a source of truth, and the realistic role of AI in advice delivery. Stephen shares his vision for real-time, electronic SOA generation and how automation can free up advisers to do more of what matters — all while staying compliant. A must-listen for any firm ready to modernise their workflows.

Advocacy, Reform & the Future of Advice – with David Sharpe of Globe Financial Planning

In this episode, Rob Pyne is joined by David Sharpe, Chair of the Financial Advice Association of Australia and Principal of Globe Financial Planning.
David shares his personal journey into financial advice and offers a front-row view of the critical reform efforts shaping the profession today.
From CSLR and DBFO to education pathways and red tape reduction, this is a candid and insightful conversation about professional leadership, policy advocacy, and the future of accessible, high-quality financial advice in Australia.

Future-Proofing Advice Firms – Neil Kendall of Tupicoffs on AI, Cyber Security & Client Portals

In this episode of The Trusted Adviser, Rob Pyne sits down with Neil Kendall, Managing Director of Tupicoffs and former Chair of the FAAA, to explore how forward-thinking advice firms can leverage technology to lift compliance, protect client data, and deliver a better client experience. Neil shares how his firm uses AI-powered tools like Theta Lake for full-spectrum compliance monitoring, MyProsperity for secure data aggregation, and Salesforce FSC to maintain live, daily balance sheets for every client. From reducing PI premiums to automating training insights and boosting cyber resilience, Neil’s approach is a blueprint for modernising financial advice.

Building a Brand with Keith Barrett of Reverb Media

In this episode, Rob Pyne sits down with Keith Barrett, Managing Director of Reverb Media, to explore the power of public relations in financial services. With a background in journalism and two decades in the media industry, Keith shares how strategic storytelling and well-executed PR can help financial planning firms stand out, build trust, and engage meaningfully with both clients and industry. From thought leadership to crisis management, Keith explains how long-term brand building can drive real business outcomes.

🎧 Start Here: The Trusted Adviser Trailer

New to The Trusted Adviser Podcast? This short trailer gives you a quick feel for the show — what it’s about, who it’s for, and why it’s worth following. Hosted by Rob Pyne, each episode features honest conversations with industry leaders in financial advice.

Building Enduring Advice Practices — Insights from Anthony Warr & Bianca Musico of Warr Hunt

In this episode of The Trusted Adviser, Rob Pyne is joined by Anthony Warr and Bianca Musico from Warr Hunt — a firm renowned for its leadership in mentoring, team development and succession planning. Bianca reflects on her journey to becoming the FAAA Certified Financial Planner of the Year in 2024, while Anthony shares the foundational principles that have positioned Warr Hunt as a multiple finalist for Professional Practice of the Year.
Together, they unpack the firm’s unique "diamond team" structure, their use of the Entrepreneurial Operating System (EOS), and how they’ve embraced technology to enhance client experience. Bianca also opens up about her podcast Cracking Mum Maths and her mission to empower more women in finance.
Whether you’re mentoring the next generation, building your team, or rethinking your firm's direction, this is an episode filled with practical insights and inspiration.

Unlocking Private Markets: Insights from James Damicoucas & Tom Bernard of Frontier Advisors

In this episode of The Trusted Adviser Podcast, host Rob Pyne is joined by James Damicoucas and Tom Bernard from Frontier Advisers to explore the growing accessibility of private markets for financial advisers. They discuss the rise of evergreen funds, key investment structures, and how advisers can integrate private equity, private debt, unlisted property and infrastructure into client portfolios. The conversation covers liquidity considerations, risk-return profiles, and essential due diligence steps for advisers looking to diversify beyond traditional asset classes. Tune in for expert insights on navigating private markets and making informed investment decisions.

Fast-Tracking Growth: Breaking Business Barriers with Eliza De Pardo

 
In this episode of The Trusted Adviser, Rob Pyne sits down with Eliza De Pardo, founder and director of De Pardo Consulting, to discuss the key insights from her latest white paper, 10 Fast Track Insights: Clearing the Pathway for Growth. With over two decades of experience advising financial firms in the U.S. and Australia, Eliza shares practical strategies for tackling compensation challenges, aligning leadership teams, improving hiring practices, and leveraging technology effectively. They also dive into the critical role of human capital in driving business success, the impact of workplace culture on growth, and how firms can avoid the pitfalls of poor decision-making. Whether you're leading a financial planning firm or looking to refine your business strategy, this episode is packed with valuable insights to help you build a high-performing team and achieve sustainable growth.

Building a Wealth Management Powerhouse with Cameron Passmore from PWL Capital

 
In this episode of The Trusted Adviser, host Rob Pyne sits down with Cameron Passmore, CEO and Portfolio Manager at PWL Capital and co-host of the Rational Reminder Podcast, to discuss the journey of PWL Capital, its commitment to evidence-based investing, and the firm's recent OneDigital transaction.
Cameron shares the key milestones that have shaped PWL’s success, from embracing a client-first philosophy and integrating financial planning with investment management to navigating industry shifts toward fee-based advice. He also delves into the importance of company culture, attracting top talent, and structuring a firm for long-term growth.
Key topics covered:✅ The evolution of PWL Capital from 1996 to today✅ Shifting to fee-based advice and embracing evidence-based investing✅ The power of team culture in financial planning firms✅ Lessons from content marketing and podcasting in growing an advice business✅ Insights into the OneDigital partnership and what it means for the future of PWL
Whether you’re a financial planner, business owner, or simply interested in what it takes to scale an advisory firm while staying true to core values, this episode is packed with actionable insights.
🎧 Listen now and gain valuable lessons from Cameron’s 30-year journey in financial advice!