This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice. 

The session is moderated by Timeline’s very own Kate Phillips and provides meaningful discussion and an interactive Q&A to fuel your growth with ideas and practical tips. 

Recorded at Adviser 3.0: Change Agents.

Abraham chats to Jo Little (CEO) and Alfie Mullan at Emery Little, providing insight into leadership, the dynamics of a family business and why retirement is a young person’s game! Make sure to catch this episode.

Join Abraham in a captivating conversation with Andrew and Sarah Elson, owners of Berry & Oak. From their humble beginnings in a bank to running their successful business, they share their journey, discuss the power couple dynamics, team growth, operations, marketing strategies, financial planning, and exciting plans for the future. Tune in for inspiration and valuable insights into the thriving world of Berry & Oak.

Join us on this captivating episode of Retirementals as we have the privilege of hosting Gretchen Betts, a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a highly successful internal succession at Magenta Financial Planning. Prepare to be captivated by Gretchen's insights, as she takes us through the strategic decisions, financial considerations, and key lessons learned throughout this remarkable journey. Whether you're an aspiring adviser or simply fascinated by stories of triumph, this episode is bound to leave you inspired and equipped with valuable knowledge.

Abraham chats to the vibrant multi award-winning Warren Shute, covering:

Abraham chats to Julian Gilbert, Founder & Director of Wealth Matters, covering:

Abraham chats to Matthew, Director at Vertus Capital, on his journey to date covering:

Abraham chats to Dom and Jonathan from Expert Wealth Management about their journey, covering:

Abraham chats to the esteemed Catherine Morgan about her journey in financial services, covering:

In episode 49, Abraham chats to Steve Martin about his journey in financial services, covering: