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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. 114 - Family-First Finance: Where Family Values Meet Financial Advice with Samantha Challis

Join Kate Phillips as she talks with Samantha Challis about turning life’s challenges into opportunities, the power of genuine client relationships, and why staying true to your values is the key to long-term success.

Previous Episodes

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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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Ep.108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up

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Ep.107 - From Paraplanner to Owner: The Real Story Behind a Successful MBO with Lisa Johnstone
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Ep. 106 - Elevating Women’s Wealth with Sarah Roughsedge of Eva Wealth
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