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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. 119 - FinTech at Full Speed: Will Webber on Market Shifts, Strategy and Real-World Growth

Will Webber joins Kate Phillips to discuss his transition from the British Army into financial services and fintech, and what it taught him about leadership and culture. The episode explores why followership, accountability, and being genuinely helpful matter more than titles or hard selling.

Previous Episodes

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SoapBox Ep.2 - Budget Theatre, FCA Hype-Type Revealer & AI Delusions and Write-Offs
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Ep.118-SQ
Ep.118 - Two Decades of Progress: David Jones on Legacy, Leadership and the Future of the Profession
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A3.0---SoapBox---E1
SoapBox Ep.1 - Flatlining Revenue & the Quiet Culling of Low-Value Clients: FCA Advice Data on How Consumer Duty  is Reshaping Advice Economics
Watch Now
Ep.117-SQ
Ep.117 – Dissecting Market Concentration: And America’s Grip on Global Markets with Laurentius van den Worm

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Ep. 116 - Navigating the Maze: David Morrey on Risk, Regulation and the FCA’s Growth Agenda
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Ep.115-V1-SQ
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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