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Adviser 3.0

The Podcast

The podcast for financial advisers.

Adviser 3.0

The Podcast

The podcast for financial advisers.

 

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

Latest Episode

Ep.115 - Meaning, Metaphor and Money: Mike LeGassick’s Guide to Client Conversations

What happens when you replace jargon with stories? Mike LeGassick believes financial planning is about connection, not calculation. In this episode, he and Abraham Okusanya explore how to turn advice into something clients can feel by using analogies, props and a focus on purpose over performance.

Previous Episodes

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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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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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