Adviser 3.0: The Podcast

92 Jaksot

1. Ep 12 – David Harvey on why he created Seccl, his views on adviser tech and the sale of Seccl to Octopus for £10m…

   Julkaistiin: 16.6.2021
2. BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline.

   Julkaistiin: 2.6.2021
3. Ep 10 - Rebecca Aldridge on growing from £0 to £100m+ in just 6 years with a flat fee planning model

   Julkaistiin: 19.5.2021
4. Ep 9 – David Ferguson, founder and chief executive of Nucleus, gives his thoughts on the state of the industry, the sale of Nucleus to James Hay and his plans for the future.

   Julkaistiin: 5.5.2021
5. Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong!

   Julkaistiin: 21.4.2021
6. Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…

   Julkaistiin: 7.4.2021
7. Ep 6 – Bill Bengen on the history of his research on the 4% rule, his latest thinking on the framework of current strategies and the role of inflation and market valuation on SWR today…

   Julkaistiin: 24.3.2021
8. Ep 5– Sarah Newcomb on a behavioural economics and the research from her book Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind. Sarah discusses her research and key

   Julkaistiin: 10.3.2021
9. Ep 4 – Tim Horrocks on his role at Rock Wealth, his work with Betafolio and how it helps with portfolio management, and how he invests his money…

   Julkaistiin: 24.2.2021
10. Ep 3 - Alan Smith on his vision for the future, the importance of great tech and where he invests his money.

    Julkaistiin: 10.2.2021
11. Ep 2 - Sarah Lord

    Julkaistiin: 27.1.2021
12. Ep 1 - Paul Lewis

    Julkaistiin: 5.1.2021