Adviser 3.0: The Podcast

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


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Adviser 3.0: The PodcastBy Abraham Okusanya


More shows like Adviser 3.0: The Podcast

View all
Money Box by BBC Radio 4

Money Box

42 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

81 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

11 Listeners

Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

17 Listeners

This is Money Podcast by This is Money

This is Money Podcast

43 Listeners

NextGen Planners by NextGen Planners

NextGen Planners

4 Listeners

The Advice Show by Citywire

The Advice Show

0 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

14 Listeners

Financial Planner Life Podcast by Sam Oakes

Financial Planner Life Podcast

1 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

37 Listeners

Bulletproof Entrepreneur by Alan Smith

Bulletproof Entrepreneur

0 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

4 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

11 Listeners

The Rest Is Money by Goalhanger

The Rest Is Money

220 Listeners

The Financial Planning Podcast by Lewis Byford

The Financial Planning Podcast

0 Listeners