Adviser 3.0

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Latest Episode

Ep.107 - From Paraplanner to Owner: The Real Story Behind a Successful MBO with Lisa Johnstone

What happens when a young financial planner gets asked, "Do you fancy owning the business one day?" while backpacking in Buenos Aires? Lisa Johnstone from VWM Wealth shares her remarkable journey from paraplanner to managing director through a management buyout that's becoming a blueprint for succession planning in financial services.







Previous Episodes

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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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Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier
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Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next
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