Adviser 3.0: The Podcast

96 Épisodes

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

   Publié: 24/01/2024
2. Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel

   Publié: 10/01/2024
3. Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz

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

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

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

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

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

   Publié: 01/11/2023
9. Ep 68: Between a rock and St. James's Place

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

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

    Publié: 04/10/2023
12. Ep 65: Financial Planning Through Life's Twists with Karen Ritchie

    Publié: 20/09/2023
13. Ep 64: Elevating Adviser & Client Connections with Alex Whitson

    Publié: 06/09/2023
14. Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies

    Publié: 16/08/2023
15. Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood

    Publié: 02/08/2023
16. Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology

    Publié: 19/07/2023
17. Ep 60: Does ESG investing move the needle in the real world?

    Publié: 05/07/2023
18. Ep 59: Growth Strategies for Ambitious Financial Planning Firms

    Publié: 28/06/2023
19. Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips

    Publié: 21/06/2023
20. Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)

    Publié: 07/06/2023