In this episode of The Trusted Adviser, Rob Pyne speaks with Andrew Dunbar and Abbie Gellatly from Apt Wealth Partners—an award-winning advice firm known for its strong culture and focus on talent development. They unpack how Apt is preparing for the future of financial advice through structured graduate pathways, transparent career progression, leadership development, employee ownership, and a flexible benefits program that drives engagement and retention. If you’re looking to build a future-ready advice business, this conversation is full of practical takeaways.
The Trusted Adviser