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 succession that genuinely works.
Ashton shares his full journey, from joining the firm in 2008 with no industry experience, to remortgaging his home to buy equity, taking on the role of Managing Director, and completing a successful management buyout.
The conversation explores what separates employees from owners, why most succession plans fail, and what founders must do if they want their firm to outlive them. This is a practical, honest discussion about leadership, accountability, legacy, and the long game of ownership in financial advice.
A must listen for founders thinking about succession, advisers aiming for ownership, and firms navigating growth without losing independence.
Adviser 3.0: The Podcast