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Sunset Studio Sessions - Conspiracist or Realist? A Debate on Gold, Bitcoin and Investing for a Changing World Order
What does it mean to protect your clients' wealth in a world where governments are spending without restraint? This session from the Adviser 3.0 2026 conference puts two of the most compelling voices…
Ep.134 - The Breath Moment: Olivia Maynard on Building a Business Around People, Not Job Boxes
Olivia Maynard is Managing Director at TFP Financial Planning in Essex. In this episode, she shares how she went from school leaver to MD without ever planning it that way, why she stepped away from…
Sunset Studio Sessions - CEO Perspectives: Key Trends for Advisers in 2026
Three CEOs. One stage. The biggest questions facing adviser businesses right now.Recorded live at Adviser 3.0 2026, this is the first of our Sunset Studio Sessions — a series of four panel…
Ep.133 - Doing It Your Way: Tara Maynard on Imposter Syndrome, Culture, and Making Partner
A career built without a degree, a partnership earned without shortcuts, and a profession that risks losing its soul to consolidation.In this episode of Adviser 3.0, Kate Phillips is joined by Tara…
SoapBox Ep.6 - Scrap the Triple Lock, Quit the Big Firm & Master Your Money Mind
The triple lock is costing us 7% of GDP by 2070. Advisers are overpaid, or are they? And your money personality was probably set before you turned 10.In this episode of SoapBox, Matt Pitcher and…
Ep.132 - Buy Low, Flip High and Hope for the Best: Ed Dymott on Why Consolidation Is Broken
Ed Dymott, CEO of Benchmark Capital, joins Abraham Okusanya to challenge the logic behind a decade of advice firm consolidation. The old playbook of buying IFA practices cheap and selling the whole…
Ep.131 - The Ethics of Owning Everything: Dominic Thomas on Indexing, Capitalism and Conscience
What does it mean to own "the whole market" when parts of it make you uncomfortable? Dominic Thomas, founder and principal of Solomon's IFA, joins Abraham to challenge some of the orthodoxies of…
Ep.130 - The Retirement Lie: Dan Haylett on Purpose, Identity and the Second Half
What if retirement is not the reward you think it is?In this episode, Dan Haylett joins the show to challenge one of the biggest assumptions in financial planning. That retirement is a destination. A…
SoapBox Ep.5 - £2.2 Trillion Idle, Mag Seven Panic & the Behavioural Wrecking Ball
Matt Pitcher and Abraham Okusanya are back on the Soapbox with no guest, no filter, just two advisers getting into the numbers that matter.This episode they dig into the Dimson, Marsh & Staunton…
Ep.129 - Would You Buy the Firm You Work For? Chris Palmer on Equity and Progression
Chris Palmer’s career didn’t start in financial services, and it nearly didn’t happen at all.From the Navy to banking during the financial crisis, Chris worked his way into financial advice before…
Ep.128 - Bought Out, Pushed Out, or Wheeled Out: Brian Hill on the Reality of Exits
In this episode, we’re joined by Brian Hill, founder of Pathfinders and author of Everyone Exits: You’re Either Bought Out, Pushed Out, or Wheeled Out®Brian shares what really happens when financial…
Ep.127 - Limiting Beliefs Limit Businesses: David Gibson on Mindset and Impact
In this episode, David Gibson, Managing Director of Gibson Financial Planning, joins the podcast to discuss how mindset, values and purpose influence the growth of a financial planning business.David…
Ep.126 - You Built It. Can You Afford to Sell It? Louise Jeffreys on M&A and Market Reality
You Built It. Can You Afford to Sell It?In Episode 126, Louise Jeffreys joins the show to discuss M&A, valuations and the market forces reshaping financial planning.We explore what firms are…
SoapBox Ep.4 - Financial Advice at the AI Crossroads: Empathy, Expertise, and Human Touch in the Agentic Era
Financial Advice at the AI Crossroads: Empathy, Expertise, and Human Touch in the Agentic EraIn this episode of Soapbox, Matt, Abraham and Philippa Hann explore the evolving role of artificial…
Ep.125 – Taking the Risk to Lead: Andy Hounsell on Multiplying Talent and Scaling Purposefully
What does it look like to build a financial planning firm that is not designed to be sold?In this episode, Abraham sits down with Andy Hounsell, Managing Director of Beyond Finance, to explore…
Ep.124 - He Built Clients, a Following, Then a Second Business: Ian Dempsey on Doing Advice Differently
In Episode 124 of Adviser 3.0, we are joined by Ian Dempsey to explore what it really takes to build a modern advice business.From going independent and finding his voice, to using content with…
Ep.123 - Internal Succession That Works: Ashton Chritchlow on Leadership, Equity and Sustainable Growth
In this episode of Adviser 3.0 The Podcast, Abraham is joined by Ashton Chritchlow, Managing Director and owner of IFC Max, to unpack one of the rarest outcomes in financial advice: internal…
Ep.122 – Growth Problems Are Leadership Problems: Sasha Wakefield on Decisions That Stall or Scale Growth
In this episode of Adviser 3.0 The Podcast, we are joined by Sasha Wakefield, founder of The Paraplanner Project, to explore what growth really looks like behind the scenes of a modern advice…
SoapBox Ep.3 - Passive Investing Didn’t Break Markets, It Exposed Active Management
SoapBox Ep.3 - Passive Investing Didn’t Break Markets, It Exposed Active ManagementHosts Abraham and Matt are joined by Carla Brown, President of the Personal Finance Society, for an unfiltered…
Ep.121 - The Conversation Most Firm Owners Avoid: Alasdair Walker on Ownership and Control
In the episode of Adviser 3.0: The Podcast, we speak with Alasdair Walker, Managing Director and owner of Optimum Financial Planning, about the conversation most firm owners delay for too long:…
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Adviser 3.0: The Podcast has published 144 episodes since January 2021, covering topics in Business, Investing.
Adviser 3.0: The Podcast is currently highly active with new episodes weekly. Average episode length is 47m.
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