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Adviser 3.0

The Podcast

The podcast for financial advisers.

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Latest Episode

Ep.112 - Rebrand, Rebuild, Relate: Shadi Kirk’s Lessons in Evolving a Modern Advice Business

In this episode of Advisor 3.0, host Kate speaks with Shadi Kirk, co-founder of Transform Financial Planning. Shadi shares her journey from chemistry graduate and Financial Times advertising executive to building a client-centred financial planning firm alongside her husband Angus.

Previous Episodes

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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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Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray
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