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.
All content for The Trusted Adviser is the property of Rob Pyne and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Rethinking the Backbone of Advice: Stephen Bell on Process-Driven Technology
The Trusted Adviser
39 minutes 17 seconds
4 months ago
Rethinking the Backbone of Advice: Stephen Bell on Process-Driven Technology
In this episode of The Trusted Adviser, Rob Pyne speaks with Stephen Bell — former adviser, Enzumo founder, and now the driving force behind Captegra and Hivrs. They explore how financial advice firms can shift from clunky tech stacks to streamlined process-driven systems, the power of Salesforce as a source of truth, and the realistic role of AI in advice delivery. Stephen shares his vision for real-time, electronic SOA generation and how automation can free up advisers to do more of what matters — all while staying compliant. A must-listen for any firm ready to modernise their workflows.
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.
