Adviser 3.0: The Podcast

Ep 51: Experts in Our Mighty Profession

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

  • How Jonathan and Dom started out and met
  • The start of Expert Wealth Management
  • When 3 became 2 & the team behind the success
  • The significance of bringing the next generation through
  • The challenges of running a business & recruitment
  • What happens next…& the question of succession
  • The client advisory board - what is it?
  • Goals for the future
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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