Ever wondered what it takes to run a financial planning firm across two continents? In this compelling episode of Adviser 3.0, we sit down with Simon Harvey, founder and owner of BDH Sterling, who has built something truly unique in our industry.From a single boutique firm helping UK clients move to Australia, Simon has created a powerhouse operation with 50 team members across three offices (Epsom, Sydney, and Perth), managing £500 million in assets for over 1,200 families.

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.

In this episode, Sarah Roughsedge, Chartered Financial Planner and founder of Eva Wealth, shares her journey from neuroscience to finance, and why she’s on a mission to change how women experience financial advice. She opens up about building Clarus Wealth with her husband, launching Eva to meet women’s unique financial needs, and challenging traditional models of financial planning.

We dive into the gender wealth gap, the importance of financial education and community, and how Eva Wealth is reshaping the conversation around money—one woman at a time.

On this episode of Adviser 3.0, Abraham Okusanya sits down with Phil Bray, founder of The Yardstick Agency — the go-to marketing expert for financial planners. Together, they dive into what really works when it comes to marketing your advice firm in 2025 and beyond.

In this episode, Emmelia Powell opens up about her journey into financial planning, offering a candid look at the highs and lows of building a career while raising a family. She delves into the unique financial pressures faced by professional athletes, shining a light on the concept of "social debt"—the often invisible burden of success, especially for those who rise quickly in their careers.Emmelia also shares her insights on client engagement, the importance of resilience, and the realities women face in the financial advisory industry. From breaking into a competitive field to redefining her own path, she reflects on the lessons she's learned and the power of staying curious in the face of uncertainty.

What does financial planning look like when your entire career might be over by 30? In this episode of Adviser 3.0, Abraham Okusanya sits down with Patrick Foley—founder of Sonar Financial Services and specialist adviser to elite footballers—for a rare behind-the-scenes look into the world of money, mindset, and management in professional sport.From million-pound mortgages and early retirements to family dynamics and locker room whispers, Patrick reveals why working with athletes requires more than spreadsheets—it demands trust, empathy, and a deep understanding of life in the spotlight.Whether you're a planner, a football fan, or just fascinated by how high performers manage their wealth, this is an episode you won’t want to miss.#adviser3point0 #podcast #football #eliteathletes #financialadvice

What does it mean to be truly wealthy? In this episode, Dr. Daniel Crosby explores the deep connection between money, meaning, and happiness—revealing why real wealth goes far beyond financial accumulation. He discusses how human behavior shapes financial decisions, the evolving role of financial advisors, and the impact of societal comparisons on personal fulfillment. Drawing insights from his book, The Soul of Wealth, Dr. Crosby shares why aligning financial goals with personal values and relationships is essential for a richer, more meaningful life. Tune in for a thought-provoking conversation on redefining wealth and finding true financial well-being.

Find out more about the podcast and browse additional episodes ⁠here.

In Episode 101, Abraham Okusanya interviews Chirine Harb, COO of Capital Asset Management, a financial planning firm managing over £500 million. This episode is a deep dive into operational excellence, leadership, and client-focused success. Chirine shares her journey from architecture and Harvard to building a thriving business, including the importance of trust (especially in CEO/COO relationships), efficiency hacks for growth, and her inspiring definition of true wealth. She also offers advice to her younger self and her vision for the future.

Find out more about the podcast and browse additional episodes here.

Financial planning often focuses on one side of the client’s balance sheet—assets, savings, investments, and retirement planning. But true holistic planning means looking at the full picture—including lending.

In this episode, we dive into Lombard lending with David Newman, founder and CEO of Firenze. David shares his journey from wealth management to building a platform that makes Lombard lending more accessible for advisers and their clients. We explore the fundamentals of Lombard lending, its strategic role in liquidity and risk management, and how technology is reshaping wealth management.

Join us to discover how integrating Lombard lending into your practice can unlock new opportunities and enhance your clients’ financial strategies.

In this episode of the Adviser 3.0 Podcast, Kate Phillips sits down with Emma Napier, a leading industry expert at Next Wealth, to discuss her extensive journey in the financial services sector.