The Trusted Adviser
Rob Pyne
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.
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.
Top mentioned books
Here are the most frequently recommended books on The Trusted Adviser podcast:
#1 Mentioned in 1 episodes
The Innovator's Dilemma
When New Technologies Cause Great Firms to Fail
Clayton M. Christensen
#2 Mentioned in 1 episodes
Good to Great
Why Some Companies Make the Leap... and Others Don't
Jim Collins
#3 Mentioned in 1 episodes
Great by choice
Uncertainty, Chaos, and Luck--Why Some Thrive Despite Them All
Morten Hansen
Jim Collins
