Ep.125 – Taking the Risk to Lead: Andy Hounsell on Multiplying Talent and Scaling Purposefully

124 - He Built Clients, a Following, Then a Second Business: Ian Dempsey on Doing Advice Differently

Ep.123 - Internal Succession That Works: Ashton Chritchlow on Leadership, Equity, Sustainable Growth

Ep.122 - Growth Problems Are Leadership Problems: Sasha Wakefield on Decisions Stall or Scale

SoapBox Ep.3 - Passive Investing Didn’t Break Markets, It Exposed Active Management

Ep.121 - The Conversation Most Firm Owners Avoid: Alasdair Walker on Ownership and Control

Ep.120 - How High Performers Approach Growth: Ross Anderson on Mind, Performance and Behaviour

Ep.119 - Fintech at Full Speed: Will Webber on Market Shifts, Strategy and Real-World Growth

SoapBox Ep.2 - Budget Theatre, FCA Hype-Type Revealer & AI Delusions and Write-Offs

Ep.118 - Two Decades of Progress: David Jones on Legacy, Leadership and the Future of the Profession

Morgan Housel: The Psychology of Money at Adviser 3.0 2026

SoapBox Ep.1 - Flatlining Revenue & the Quiet Culling of Low-Value Clients

Dissecting Market Concentration: America’s Grip on Global Markets with Laurentius van den Worm

Ep. 116 - Navigating the Maze: David Morrey on Risk, Regulation and the FCA’s Growth Agenda

Ep.115 - Meaning, Metaphor and Money: Mike LeGassick’s Guide to Client Conversations

Ep.114 - Family-First Finance: Where Family Values Meet Financial Advice with Samantha Challis

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 - With Samantha Russell

Summer Series #1 - With Dr. Daniel Crosby

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

Ep.107 - From Paraplanner to Owner: The Real Story Behind a Successful MBO 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

Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success

Ep. 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning

Ep. 93 - The Rise of Non-Regulated Financial Planning with David Hole

Ep.92: Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring

Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future

Ep.90 - Game Changer: How Vanguard Disrupted UK Fund Distribution With Neil Cowell

Episode 89: Ambition in Finance: Marrying Money and Meaning with Guy Skinner

Episode 88: The State of the UK Equity Market with Charles Hall, Peel Hunt

Episode 87: Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees

Episode 86: The Elephant in the Room: James Dent's Blueprint for Wealth Protection

Episode 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development

Episode 84: Simon Rogerson on Leading & Building Disruptive Companies

Episode 83: Platform 3.0 - David Ferguson & Abraham Okusanya On The Next Generation Of Platforms

Episode 82 - A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima

Episode 81: Flying High with Financial Flair: The Yellowtail Approach with Dennis & Sarah

Episode 80: Passing the Torch: Exploring Internal Succession Triumphs with Nik Marsh

#79 - Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau

Episode 78: Meaningful Conversation with Esteemed Financial Educator Pete Matthew

Episode 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success

Episode 76: Money Mixology: Sean McDermott's journey from DJ to Financial Planner

Episode 75: Fixing adviser tech integration and data aggregation headaches with Nicky Sevel

Episode 67: The Psychology of Wealth: Insights from Mike LeGassick

Episode 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz

Episode 73: The Joys and Pains Of Going Solo with James de Lisle Wells