Adviser 3.0: The Podcast

105 Episodes

1. Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development

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

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

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

   Published: 5/3/2024
5. Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah

   Published: 4/10/2024
6. Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh

   Published: 3/27/2024
7. Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau

   Published: 3/15/2024
8. Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew

   Published: 3/1/2024
9. Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success

   Published: 2/14/2024
10. Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner

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

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

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

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

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

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

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

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

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

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

    Published: 10/4/2023