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Adviser 3.0

The Podcast

The podcast for financial advisers.

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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.117 – Dissecting Market Concentration: And America’s Grip on Global Markets with Laurentius van den Worm

Is global market cap weighting still fit for purpose? In this episode, Abraham Okusanya speaks with Laurentius van den Worm, Head of Investment Strategy at Timeline, to unpack the forces shaping global investing today.

Previous Episodes

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Ep.117 – The Market’s Mind: Laurentius van den Worm on Risk, Bias and Global Equilibrium
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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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