Ep 60: Does ESG investing move the needle in the real world?
As awareness and concerns for environmental, social, and governance (ESG) issues continue to grow, there has been a significant surge in demand for ESG investing. However, the actual impact of ESG investing on the real world is still a subject of debate. Hosted by Nicki Hinton-Jones CFA, Chief Investment Officer at Timeline, this episode explores the key questions with Clemence Chatelin, Bhavick Patel and Samantha Duncan.
Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Are you an ambitious financial planning firm owner/manager with an aspiration to exceed £5m in revenue over the next 5 years? Then, you'll want to hear from our panel of heavyweights at Adviser 3.0 - Gaynor Rigby, Tim Horrocks & Alan Smith.
Ep 58: The Million Pound Solo Practice
How do you build a million pound solo practice? 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.