Adviser 3.0

The Podcast

The podcast for financial advisers.

View Latest Episode
Want to get in touch?

 

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

Latest Episode

Ep. 100 – Integrating Lombard Lending into Holistic Financial Planning with David Newman

In this episode, we dive into Lombard lending with David Newman, founder and CEO of Firenze. David shares his journey from wealth management to building a platform that makes Lombard lending more accessible for advisers and their clients.

Previous Episodes

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
Watch Now
Title-Card---SQ---98
Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next
Watch Now
Title-Card---SQ---97
Ep. 97 - Client Focused, Team Driven:  Challenges and Triumphs in Financial Planning with Dan Boden
Watch Now
Title-Card---SQ---96
Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth
Watch Now
Title-Card---SQ---95
Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success
Watch Now
Title-Card---SQ---94-1
Ep. 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning
Watch Now
Title-Card---SQ---93
Ep. 93 - The Rise of Non-Regulated Financial Planning with David Hole
Watch Now
Title-Card---SQ---92
Ep. 92: Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring
Watch Now
Title-Card---SQ---91
Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future
Watch Now

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!

Buy Tickets
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
abrdn-logo-A3.0-V2
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
©2024 Timeline Holdings Ltd. All rights reserved.  Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676.
 
Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

70 Gracechurch Street 4th Floor, London, EC3V 0HR, United Kingdom, 020 3427 5467. View our Private Policy