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Adviser 3.0

The Podcast

The podcast for financial advisers.

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Latest Episode

Ep. 113 - Beyond Asset Accumulation: Tom Morgan on Helping Clients Actually Enjoy Their Money

In this episode, host Abraham chats with Tom Morgan of Orca Wealth about shifting financial planning from products and accumulation to purpose, fulfilment and helping clients truly enjoy their money.

Previous Episodes

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Ep. 112: Rebrand, Rebuild, Relate: Shadi Kirk's Lessons in Evolving a Modern Advice Business 
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Summer Series #2: Samantha Russell
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Summer Series #1: Dr. Daniel Crosby
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Ep. 111 - From Property to Pounds: Frankie Smith's £25m Community-Led Wealth Journey
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Ep. 110 - Fran Kinniry's Three Decades at the Heart of Vanguard

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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
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