Adviser 3.0: The Podcast

105 Episodes

1. Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray

   Published: 23/04/2025
2. Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges

   Published: 09/04/2025
3. Ep.103 - Financial Planning For Elite Athletes with Patrick Foley

   Published: 26/03/2025
4. Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning

   Published: 12/03/2025
5. Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth

   Published: 26/02/2025
6. Ep. 100 - Integrating Lombard Lending into Holistic Financial Planning with David Newman

   Published: 12/02/2025
7. Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier

   Published: 29/01/2025
8. Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next

   Published: 15/01/2025
9. Ep. 97 - Client Focused, Team Driven: Challenges and Triumphs in Financial Planning with Dan Boden

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

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

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

    Published: 02/10/2024
13. Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole

    Published: 18/09/2024
14. Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring

    Published: 04/09/2024
15. Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future

    Published: 21/08/2024
16. Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell

    Published: 14/08/2024
17. Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner

    Published: 01/08/2024
18. Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt

    Published: 17/07/2024
19. Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees

    Published: 04/07/2024
20. Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection

    Published: 19/06/2024