Ep.113 - Beyond Asset Accumulation: Tom Morgan On Helping Clients Actually Enjoy Their Money

Ep.112 - Rebrand, Rebuild, Relate: Shadi Kirk’s Lessons in Evolving a Modern Advice Business

Summer Series #2: Samantha Russell

Summer Series #1: Dr. Daniel Crosby

Ep. 108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up

Ep. 111 - From Property to Pounds: Frankie Smith’s £25M Community-Led Wealth Journey

Ep. 110 - Special Episode: Fran Kinniry's Three Decades at the Heart of Vanguard

Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey

Ep. 107 - From Paraplanner to Owner: An MBO Success Story with Lisa Johnstone

Ep.106 - Elevating Women’s Wealth with Sarah Roughsedge of Eva Wealth

Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray

Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges

Ep.103 - Financial Planning For Elite Athletes with Patrick Foley

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

Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth

Ep. 100 - Integrating Lombard Lending into Holistic Financial Planning with David Newman

Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier

Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next

Ep. 97 - Client Focused, Team Driven: Challenges and Triumphs in Financial Planning with Dan Boden

Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth