Building HPH Solutions with Rob Pyne, hosted by Pat Gardner

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 the decisions that moved the needle: the Dimensional relationship, the HPH Life joint venture with MBS Insurance, and the HPH Team Equity Trust that now sees the team hold around 27 percent of the business.

Pat and Rob also dig into:

Leadership as a behaviour rather than a title, and how HPH promotes from within

The Monday Best Practice Forum, and how everyone can contribute to setting the agenda

The Progress Update Report, measuring client wellbeing alongside net wealth, and why roughly 60 percent of the goals HPH captures have nothing to do with money

The Partner Equity Model, and how minority investment differs from private equity and full merger

The move to Rubica, and what modern technology now makes possible

The origin story of this podcast, and the guests who changed how HPH operates

Thanks to everyone who has listened across the first 50 episodes.