The Trusted Adviser
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
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Episodes
Friday Oct 25, 2024
Friday Oct 25, 2024
In this episode of The Trusted Adviser, Rob sits down with Richard Hernan, co-founder of Broadleaf Financial Group, to explore the world of mergers and acquisitions (M&A) in the financial planning industry. With over seven years of experience and 18 successful M&A transactions, Richard shares the strategies and lessons he's learned from working with entrepreneurial financial planning firms across Australia. The discussion dives deep into Broadleaf’s unique business model, the growing trend of industry consolidation, and how to build businesses designed to last for generations.
Monday Oct 21, 2024
Monday Oct 21, 2024
In this episode, Rob sits down with Tim Lane, a seasoned chartered accountant and the founder of FinConnect Advisory Group. Tim has been active in the financial planning industry for 25 years and in this episode, he shares his expertise on the intricacies of valuing financial planning businesses and offers practical advice on succession planning. He delves into the key factors that can drive or detract from a business's value, and how financial advisers can prepare their firms for a profitable sale or transition.Whether you're looking to sell you're business soon or increase its value for long-term growth, this conversation is packed with actionable advice.
Wednesday Oct 09, 2024
Wednesday Oct 09, 2024
In this first episode, Rob dives into the detail of the HPH employee share plan, sharing the experiences, challenges, and key takeaways from implementing an employee share scheme to incentivise and reward key staff members. The conversation covers the importance of aligning employee incentives with business growth, and how share plans can be a powerful tool for long-term retention and business success.
The Trusted Adviser
Welcome to The Trusted Adviser, the podcast that brings you behind-the-scenes insights into the world of financial planning. Hosted by Rob Pyne, founder and CEO at HPH Solutions, each episode features in-depth conversations with successful financial planners, business owners, and industry experts who are shaping the future of the profession.
Whether you're a financial planner looking to grow your business, curious about mergers and acquisitions, or eager to hear firsthand stories of navigating industry challenges, The Trusted Adviser has something for you. We dive deep into the strategies, experiences, and lessons that can help you take your business to the next level. From innovative growth tactics and marketing insights to long-term business planning and succession strategies, we cover it all.
Join us as we uncover practical advice and real-world experiences to inspire your own success. Hit play and become a part of the conversation that's driving the future of financial planning.