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 54: Anatomy of a Million Pound Lifestyle Adviser Practice
In this engaging conversation, Abraham sits down with Warren Shute, the founder of Lexington Wealth Management. Warren shares his early career journey to building a successful business, his media presence and more. Don't miss this thought-provoking discussion on finance, entrepreneurship, and innovation.
Destination: Growth
Join Abraham in this episode as he chats with Julian, the Founder & Director of Wealth Matters, as they delve into Julian's inspiring journey as a Financial Adviser. From his humble beginnings to the establishment of Wealth Matters in 2001, Julian takes us through his experience in building a successful business, the role of his staff, and the Graduate Programme that played a significant role in his success. Tune in as they also explore the importance of women in Financial Services and the future of Wealth Matters. Whether you're a Financial Adviser or simply interested in business success stories, this is one episode you won't want to miss!
Problem Solver
Join Abraham as he interviews Matthew Marais, Director & Founding Partner at Vertus Capital, to learn about his fascinating journey to success. In this episode, Matthew shares his experiences of moving his family from South Africa to the UK with no possessions and how that journey led him to where he is today. They also discuss the funding journey and offer insights into the process of selling a business through a case study scenario. Don't miss this episode filled with valuable insights!
Experts in Our Mighty Profession
In episode 51, Abraham sits down with Dom and Jonathan from Expert Wealth Management to talk about their journey. Dom and Jonathan share how they met and started their company, and how they navigated the challenges of running a business and recruiting talent. They discuss the importance of bringing the next generation through, their plans for succession and more!