Adviser 3.0

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Latest Episode

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

What does it mean to be truly wealthy? Dr. Daniel Crosby explores the deep ties between money, meaning, and happiness—showing that real wealth extends beyond finances. He unpacks how behavior shapes financial choices, the evolving role of advisors, and the impact of societal comparisons. Drawing from The Soul of Wealth, he shares why aligning money with values leads to a richer life. Tune in for a thought-provoking discussion on true financial well-being.







Previous Episodes

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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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Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success
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Ep. 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning
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Ep. 93 - The Rise of Non-Regulated Financial Planning with David Hole
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