Adviser 3.0: The Podcast

In this episode, Kate sits down with Samantha Challis, founder of Another View Financial Services. Samantha shares how redundancy turned out to be the best thing that ever happened to her, giving her the chance to reinvent herself and create a business built on authenticity, trust, and family values.From her early career at Barclays to launching her own firm, Samantha explains why being present for her son was the biggest driver behind her success. She discusses how offering her time freely has helped build long-term client relationships, why she sees her clients as friends, and how focusing on culture over money leads to sustainable growth.This is a powerful conversation about resilience, staying true to your values, and why putting people before products transforms both clients and businesses.

In this episode of Advisor 3.0 The Podcast, Abraham sits down with Tom Morgan, founder and managing director of Orca Wealth, to explore how financial planning can create meaningful impact in clients’ lives.Tom shares his journey from breaking into the advice profession after RDR, to building his own firm with his wife Emily, and why the book Die With Zero reshaped his philosophy. They talk about the challenges of starting out in financial advice, building a client-centred firm that values personal connection and meaningful outcomes, why retirement should be planned in seasons, how to help clients shift from accumulation to purposeful spending, and rethinking legacy, generational wealth, and how money can be a tool for life fulfilment.This conversation is packed with insights for advisers who want to go beyond products and investments, and instead help clients live fully, with confidence and clarity.

In this episode of Advisor 3.0, Kate sits down with Shadi Kirk, co-founder of Transform Financial Planning. Shadi shares her journey from studying chemistry and working at the Financial Times to building a financial planning business with her husband Angus.We talk about the rebrand from Bridge Investments, the importance of putting client relationships at the heart of advice, and how aesthetics, processes, and even colour choices can shape trust. Shadi also opens up about the challenges of losing a key team member, working with mentors to rebuild, and how financial planning is evolving with coaching and technology.This is an inspiring conversation about resilience, transformation, and the real meaning of financial planning.

Live from Adviser 3.0 2025, marketing powerhouse Samantha Russell, Chief Evangelist at FMG, shares the secrets behind today’s fastest-growing advice firms. From Answer Engine Optimisation to Google Reviews, LinkedIn and YouTube, this keynote is your step-by-step guide to scaling with clarity, connection and confidence.In this episode, you’ll discover:• How AI is transforming how clients find advisers• Why Google Reviews are your ultimate digital referrals• Smart content ideas that grab attention• The top platforms for adviser marketing success• How showing your face speeds up trustFor more insights, visit adviser3point0.co

In this special summer episode from Adviser 3.0 2025, psychologist and wealth expert Dr. Daniel Crosby returns to discuss how advisers can create deeper, more meaningful relationships with clients.He explores why people often feel unfulfilled despite financial success, and how advisers can help reconnect their clients to purpose, gratitude and wellbeing.This episode includes insights on:Why emotional connection matters more than technical skillsHow behavioural coaching adds long-term valueThe role of purpose and generosity in financial planning Share your thoughts with us and leave a review wherever you listen.

In this episode, Abraham sits down with James Mackay and Chris Hindle, co-founders of Frazer James, a modern financial planning firm with a mission to reshape how young professionals engage with their finances.James and Chris share the story behind Fraser James — from the early days of launching their business to navigating the realities of entrepreneurship in a competitive industry. They open up about the challenges of building a client base, growing a team, and the strategic use of content and digital marketing to reach their audience.The conversation dives deep into the mindset of younger entrepreneurs in the financial sector, the importance of minimising regret in career choices, and how meaningful client relationships are built through honest, early conversations. James and Chris also reflect on the lessons they’ve learned, the importance of patience in hiring, and their vision for making a lasting impact in the financial planning space.Whether you’re a financial professional, aspiring entrepreneur, or simply curious about how modern businesses grow and adapt, this episode offers valuable insights and inspiration.

What happens when a 22-year-old property agent stumbles into financial planning and builds a £25 million business by 30? In this episode, host Kate Phillips speaks with Frankie Smith, founder of Frankie’s Wealth Management, about how she is disrupting the industry with a community-first approach. Frankie shares how she doubled her assets in a year, hired people from outside the profession to challenge the norm, and partnered with luxury brands like Boodles. She also opens up about grief, resilience and why the financial advice profession needs a shake-up. A must-listen for anyone rethinking what success looks like.

In this special episode of Adviser 3.0, host Abraham sits down with Vanguard legend Fran Kinniry for an exclusive look at one of financial services' most remarkable growth stories. With three decades at Vanguard's heart, Fran witnessed the firm's explosive journey from £300 billion to a $10 trillion global powerhouse.Should advisers worry about the Magnificent 7's market dominance? Is America's 65% share of global equities sustainable? And why did the index fund pioneer venture into private equity? Fran tackles today's biggest questions from inside the engine room.We explore Vanguard's evolving stance on active management, the golden age of financial advice, and how planners can capture the full value of behavioural coaching beyond market volatility. Plus, Fran reveals what's in his retirement portfolio and what Jack Bogle might think of Vanguard at 50.Essential listening for any serious financial planner navigating today's markets.

Simon Harvey, founder of BDH Sterling who built a cross‑jurisdiction financial planning firm serving UK–Australia migrants. He talks about founding and scaling a bi‑national practice, aligning teams across time zones and offices, solving pension transfers and multi‑currency investment challenges, and why depth in two markets beats broad global expansion.

In this episode, host Kate Phillips chats with Lisa Johnstone of VWM Wealth about her inspiring journey from paraplanner to Managing Director through a management buyout. Discover how Lisa navigated the challenges of business ownership, succession planning, and the impact of COVID. A must-listen for financial advisers, paraplanners, and anyone interested in the future of financial planning.