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Adviser 3.0

The Podcast

The podcast for financial advisers.

View Latest Episode
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Adviser 3.0

The Podcast

The podcast for financial advisers.

View the latest episode

 

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

Latest Episode

Ep. 116 - Navigating the Maze: David Morrey on Risk, Regulation and the FCA’s Growth Agenda

This week, Abraham sits down with David Morrey, Partner at Grant Thornton, to decode the maze of modern financial regulation. With consumer duty now embedded across the industry, advisers are still grappling with what “good outcomes” really mean. David explains how the FCA’s mindset is changing, what the regulator wants to see in practice, and why balancing growth with protection is now at the heart of compliance.

Previous Episodes

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Ep.115 - Meaning, Metaphor and Money: Mike LeGassick’s Guide to Client Conversations
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Ep. 114 - Family-First Finance: Where Family Values Meet Financial Advice with Samantha Challis
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Ep. 113: Beyond Asset Accumulation: Tom Morgan on Helping Clients Actually Enjoy Their Money
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Ep. 112: Rebrand, Rebuild, Relate: Shadi Kirk's Lessons in Evolving a Modern Advice Business 
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Summer Series #2: Samantha Russell
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Summer Series #1: Dr. Daniel Crosby
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Ep. 111 - From Property to Pounds: Frankie Smith's £25m Community-Led Wealth Journey
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Ep. 110 - Fran Kinniry's Three Decades at the Heart of Vanguard

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Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey

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