<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1391995255369394&amp;ev=PageView&amp;noscript=1">

Adviser 3.0

The Podcast

The podcast for financial advisers.

View Latest Episode
Want to get in touch?

Adviser 3.0

The Podcast

The podcast for financial advisers.

View the latest episode

 

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

Latest Episode

Ep.115 - Meaning, Metaphor and Money: Mike LeGassick’s Guide to Client Conversations

What happens when you replace jargon with stories? Mike LeGassick believes financial planning is about connection, not calculation. In this episode, he and Abraham Okusanya explore how to turn advice into something clients can feel by using analogies, props and a focus on purpose over performance.

Previous Episodes

Title-Card---SQ---E.114
Ep. 114 - Family-First Finance: Where Family Values Meet Financial Advice with Samantha Challis
Watch Now
Title-Card---SQ---E.113 (1)
Ep. 113: Beyond Asset Accumulation: Tom Morgan on Helping Clients Actually Enjoy Their Money
Watch Now
Title-Card---SQ---E.112
Ep. 112: Rebrand, Rebuild, Relate: Shadi Kirk's Lessons in Evolving a Modern Advice Business 
Watch Now
Title-Card---SQ---A-S2
Summer Series #2: Samantha Russell
Watch Now
Title-Card-SQ-A-S1
Summer Series #1: Dr. Daniel Crosby
Watch Now
Title Card - SQ - FRANKIE
Ep. 111 - From Property to Pounds: Frankie Smith's £25m Community-Led Wealth Journey
Watch Now
Title Card - FRAN copy-1
Ep. 110 - Fran Kinniry's Three Decades at the Heart of Vanguard

Watch Now
Title Card - SQ - Simon
Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey

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

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