Adviser 3.0

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Latest Episode

Ep.106 - Elevating Women’s Wealth with Sarah Roughsedge of Eva Wealth

In this episode, we talk with Sarah Roughsedge, Chartered Financial Planner and founder of Eva Wealth, about her journey from neuroscience to finance, co-founding Clarus Wealth, and building Eva—a financial service designed to meet the unique needs of women.







Previous Episodes

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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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Ep. 97 - Client Focused, Team Driven:  Challenges and Triumphs in Financial Planning with Dan Boden
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Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth
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