Adviser 3.0: The Podcast

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


Listen Later

In this episode, Jamie Gordon and Emma Barclay, the dynamic duo behind Lynas Vokes Wealth Management, share their journey in financial planning and the growth of their Lincolnshire-based firm. They discuss the critical role of nurturing the next generation of advisers and the importance of continuous improvement. Tune in to learn why investing in education, maintaining independence, and a client-first approach are key to long-term success in financial planning.


Why Listen?

Discover how Lynas Vokes is shaping the future of financial planning and get inspired by their vision for growth and innovation—without sacrificing their client-centric values.

...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
Wake Up to Money by BBC Radio 5 Live

Wake Up to Money

56 Listeners

Money Box by BBC Radio 4

Money Box

40 Listeners

This is Money Podcast by This is Money

This is Money Podcast

42 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

96 Listeners

The Property Podcast by Rob Bence and Rob Dix from The Property Hub

The Property Podcast

61 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

14 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

12 Listeners

On The Money by interactive investor

On The Money

5 Listeners

Financial Planner Life Podcast by Sam Oakes

Financial Planner Life Podcast

2 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

12 Listeners

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

TRAP: The Real Adviser Podcast

4 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

37 Listeners

Bulletproof Entrepreneur by Alan Smith

Bulletproof Entrepreneur

0 Listeners

The Finance Geeks Podcast by thefinancegeekspodcast

The Finance Geeks Podcast

0 Listeners

The Financial Planning Podcast by Lewis Byford

The Financial Planning Podcast

0 Listeners