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

Episode 81: Flying High with Financial Flair: The Yellowtail Approach with Dennis & Sarah

Join us as Abraham chats with Dennis Hall & Sarah Steele

Previous Episodes

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Episode 80: Passing the Torch: Exploring Internal Succession Triumphs with Nik Marsh
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Episode 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
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Episode 78: Meaningful Conversation with Esteemed Financial Educator Pete Matthew
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Episode 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
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Episode 76: Money Mixology: Sean McDermott's journey from DJ to Financial Planner
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Episode 75: Fixing adviser tech integration and data aggregation headaches with Nicky Sevel
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Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz
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Ep 73: The Joys and Pains Of Going Solo with James de Lisle Wells
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Ep 72: How To Solve The Scale Problem (in financial planning businesses) with Brett Davidson
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