Adviser 3.0: The Podcast

101 Episodes

1. Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth

   Published: 2/26/2025
2. Ep. 100 - Integrating Lombard Lending into Holistic Financial Planning with David Newman

   Published: 2/12/2025
3. Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier

   Published: 1/29/2025
4. Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next

   Published: 1/15/2025
5. Ep. 97 - Client Focused, Team Driven: Challenges and Triumphs in Financial Planning with Dan Boden

   Published: 11/27/2024
6. Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth

   Published: 11/13/2024
7. Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success

   Published: 10/24/2024
8. Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning

   Published: 10/2/2024
9. Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole

   Published: 9/18/2024
10. Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring

    Published: 9/4/2024
11. Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future

    Published: 8/21/2024
12. Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell

    Published: 8/14/2024
13. Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner

    Published: 8/1/2024
14. Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt

    Published: 7/17/2024
15. Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees

    Published: 7/4/2024
16. Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection

    Published: 6/19/2024
17. Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development

    Published: 6/5/2024
18. Leading with Trust and Empathy: Simon Rogerson of Octopus Group

    Published: 5/24/2024
19. Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms

    Published: 5/22/2024
20. Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima

    Published: 5/3/2024