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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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.
As we wrap up the year, this short solo episode is part reflection and part recommended reading list.
In this episode, Rob steps back to reflect on some of the key ideas that have shaped his thinking as a business owner, drawing on a selection of books that have had a lasting influence on how HPH Solutions has been built. What’s been especially striking is how consistently these same ideas have shown up in the real-world experiences shared by guests on The Trusted Adviser.
From Jim Collins’ Flywheel concept and the power of disciplined, compounding progress, to the importance of transparency, execution, culture, and trust, this episode connects enduring business principles with lived experience inside advice firms.
It’s a reflection on what really drives sustainable success in professional services businesses, and particularly in financial advice. Not shortcuts or breakthroughs, but clarity of purpose, disciplined execution, strong people, and a long-term mindset.
We’re taking a short break over the New Year and will be back in two weeks with a new guest episode.
Wishing all trusted advisers a happy and healthy New Year, and every success in 2026.
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.
