Adviser 3.0

The Podcast

The podcast for financial advisers.

View Latest Episode
Want to get in touch?

 

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

Latest Episode

Ep.108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up

In this episode, Abraham sits down with James Mackay and Chris Hindle, co-founders of Fraser James, a modern financial planning firm with a mission to reshape how young professionals engage with their finances.







Previous Episodes

Title-Card---SQ---lisa
Ep.107 - From Paraplanner to Owner: The Real Story Behind a Successful MBO with Lisa Johnstone
Watch Now
Title-Card---SQ---106
Ep. 106 - Elevating Women’s Wealth with Sarah Roughsedge of Eva Wealth
Watch Now
Title Card - SQ - 105
Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray
Watch Now
Adviser3.0-episode-104-SQ
Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges
Watch Now
Title-Card---SQ---103
Ep.103 - Financial Planning For Elite Athletes with Patrick Foley
Watch Now
Title-Card---SQ---102
Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning
Watch Now
Title Card - SQ - 1012
Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth
Watch Now
EP-100
Ep. 100 – Integrating Lombard Lending into Holistic Financial Planning with David Newman
Watch Now
ADVISER-3.0-PODCAST-EPISODE-99---KATE-PHILLIPS-WITH-EMMA-NAPIER-SQ
Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier
Watch Now

Stay up to date with  everything  Adviser 3.0 Podcast! 🎙️
Buy-Tickets-Shape-04
Roll up, roll up!

Get your tickets to what is probably the best adviser event of 2023!

Buy Tickets
Our 2025 Partners
A3.0-Timeline
A3.0-Vanguard
A3.0-Dimensional
A3.0-AssetMap
Partner Logos for Website intelliflo-1
Northern-Trust
GSI-Partner-Logo-2
Partner Logos for Website (2)
fidelity_international_rgb_fc2x
NSI-Logo
Octopus-A3.0-Logo
Partner Logos for Website verve 2
Partner Logos for Website
Partner Logos for Website Advisoryai
Partner Logos for Website Salt 2
Partner Logos for Website (1)
Adviser-3.0-Gunner-and-co-logo
©2024 Timeline Holdings Ltd. All rights reserved.  Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676.
 
Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

70 Gracechurch Street 4th Floor, London, EC3V 0HR, United Kingdom, 020 3427 5467. View our Private Policy