Get the latest on tech, investing, growth and planning
to fuel your business and provide better outcomes for your clients.

Latest Episode

Ep.107 - From Paraplanner to Owner: The Real Story Behind a Successful MBO with Lisa Johnstone

What happens when a young financial planner gets asked, "Do you fancy owning the business one day?" while backpacking in Buenos Aires? Lisa Johnstone from VWM Wealth shares her remarkable journey from paraplanner to managing director through a management buyout that's becoming a blueprint for succession planning in financial services.







Previous Episodes

Title-Card---SQ---106
Ep. 106 - Elevating Women’s Wealth with Sarah Roughsedge of Eva Wealth
Title Card - SQ - 105
Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray
Adviser3.0-episode-104-SQ
Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges
Title-Card---SQ---103
Ep.103 - Financial Planning For Elite Athletes with Patrick Foley
Title-Card---SQ---102
Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning
Title Card - SQ - 1012
Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth
EP-100
Ep. 100 – Integrating Lombard Lending into Holistic Financial Planning with David Newman
ADVISER-3.0-PODCAST-EPISODE-99---KATE-PHILLIPS-WITH-EMMA-NAPIER-SQ
Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier
Title-Card---SQ---98
Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next

Stay up to date with  everything  Adviser 3.0 Podcast! 🎙️

Buy-Tickets-Shape-04
Roll up, roll up!

Get your tickets to what is probably the best adviser event of 2023!

Our 2025 Partners
A3.0-Timeline
A3.0-Vanguard
A3.0-Dimensional
A3.0-AssetMap
Partner Logos for Website intelliflo-1
Northern-Trust
GSI-Partner-Logo-2
Partner Logos for Website (2)
fidelity_international_rgb_fc2x
NSI-Logo
Octopus-A3.0-Logo
Partner Logos for Website verve 2
Partner Logos for Website
Partner Logos for Website Advisoryai
Partner Logos for Website Salt 2
Partner Logos for Website (1)
Adviser-3.0-Gunner-and-co-logo