HeyJaredThe 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.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
$3m to $30m, on the way to $100m: Lisa Fuentes on Scaling Alteris Financial Group (opens the original)
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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
Stephen Handley, Fin365: Building the Advice Tech Stack From the Ground Up (opens the original)
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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 fi
Building HPH Solutions with Rob Pyne, hosted by Pat Gardner (opens the original)
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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 th
100 Referrals a Month - Inside Everest Wealth's AI-Powered Growth Engine (opens the original)
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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
New-World Tech with Andrew Gardner and Ivon Gower from RetireMap (opens the original)
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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 work
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