The Adviser 3.0 Podcast

Latest Episode

Special Episode: Fran Kinnery's Three Decades at the Heart of Vanguard

Fran Kinniry joins host Abraham to discuss Vanguard’s rise from £300B to $10T and weigh in on market issues like the Magnificent 7 and America’s equity dominance. He explores Vanguard’s shift on active management and entry into private equity. Plus, insights on behavioural coaching, financial advice, and his retirement portfolio.

Previous Episodes

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

Watch Now

Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges

Watch Now

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

Watch Now

Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth

Watch Now

Ep. 100 – Integrating Lombard Lending into Holistic Financial Planning with David Newman

Watch Now

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.

Listen on

Listen on

watch on

Latest Episode

Special Episode: Fran Kinnery's Three Decades at the Heart of Vanguard

Previous Episodes

Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey

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

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

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

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

Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges

Ep.103 - Financial Planning For Elite Athletes with Patrick Foley

Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning

Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth

Ep. 100 – Integrating Lombard Lending into Holistic Financial Planning with David Newman

Stay up to date with everything Adviser 3.0 Podcast! 🎙️

Roll up, roll up!

Adviser 3.0

The Podcast

The podcast for financial advisers.

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

Listen on

Listen on

watch on

Latest Episode

Special Episode: Fran Kinnery's Three Decades at the Heart of Vanguard

Previous Episodes

Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey

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

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

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

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

Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges

Ep.103 - Financial Planning For Elite Athletes with Patrick Foley

Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning

Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth

Ep. 100 – Integrating Lombard Lending into Holistic Financial Planning with David Newman

Stay up to date with everything Adviser 3.0 Podcast! 🎙️

Roll up, roll up!

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