Adviser 3.0

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Latest Episode

Ep. 111 - From Property to Pounds: Frankie Smith’s £25M Community-Led Wealth Journey

Fran Kinniry joins host Abraham to discuss  What happens when a 22-year-old property agent stumbles into financial planning and builds a £25 million business by 30? Frankie Smith, founder of Frankie's Wealth Management, shares how she's disrupting the industry with a community-first approach, doubling her assets in a year, and why the profession needs a shake-up.

Previous Episodes

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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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Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray
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Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges
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Ep.103 - Financial Planning For Elite Athletes with Patrick Foley
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Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning
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Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth
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Ep. 100 – Integrating Lombard Lending into Holistic Financial Planning with David Newman
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