Adviser 3.0: The Podcast

96 Episodes

1. Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner

   Published: 1/24/2024
2. Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel

   Published: 1/10/2024
3. Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz

   Published: 12/14/2023
4. Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells

   Published: 11/28/2023
5. Ep 72: How to solve the scale problem (in financial planning businsesses) with Brett Davidson

   Published: 11/24/2023
6. Ep 71: Young Blood - Transitioning financial planning businesses to the next generation

   Published: 11/15/2023
7. Ep 70: Adviser Tech Trends from Across the Pond

   Published: 11/10/2023
8. Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann

   Published: 11/1/2023
9. Ep 68: Between a rock and St. James's Place

   Published: 10/19/2023
10. Ep 67: Insights from Mike LeGassick on the Psychology of Wealth

    Published: 10/18/2023
11. Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

    Published: 10/4/2023
12. Ep 65: Financial Planning Through Life's Twists with Karen Ritchie

    Published: 9/20/2023
13. Ep 64: Elevating Adviser & Client Connections with Alex Whitson

    Published: 9/6/2023
14. Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies

    Published: 8/16/2023
15. Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood

    Published: 8/2/2023
16. Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology

    Published: 7/19/2023
17. Ep 60: Does ESG investing move the needle in the real world?

    Published: 7/5/2023
18. Ep 59: Growth Strategies for Ambitious Financial Planning Firms

    Published: 6/28/2023
19. Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips

    Published: 6/21/2023
20. Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)

    Published: 6/7/2023