On all major podcast platforms, and also available here:

1️⃣ Most people talk about growth as a strategy. 2️⃣ Very few talk about it as a leadership responsibility. In this episode of Adviser 3.0: The Podcast, Sasha Wakefield explores when growth stops being about output and starts being about decisions, trust and the long term

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In this clip, Alasdair Walker highlights a common succession problem: next-generation advisers help grow firm value, only to face a buy-in price that has moved beyond their reach. A useful reminder that succession planning is not just about valuation.

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Succession planning for your IFA firm? Join Gunner and Co. live 19th Feb 2026, 11:00 GMT: Building Your Succession Strategy with Louise Jeffreys. 60 mins, online. Register now.

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Everything was planned. Then suddenly, it wasn’t. In this clip, Alasdair Walker shares how succession plans were thrown into uncertainty and why one honest conversation helped steady the outcome when everything changed.

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Built a firm that works without you? New episode: @AbrahamOnMoney with Alastair Walker (Optimum Financial Planning) on MBO succession (early equity, transparency) and practical AI (notes, prep) plus the guardrails you need.

Next up in our Adviser 3.0 2026 partner series: @dimensional. Since 1981, they have taken a research-led, rules-based approach across equity and fixed income. Pleased to welcome them: https://t.co/HYgeJ3dOET

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Strong outcomes start with strong foundations. Host @AbrahamOnMoney speaks with psychologist Ross Anderson on why health and wellbeing support performance in every role, from parenting to leadership. Listen on Spotify or Apple Podcasts.

What are the building blocks of optimisation and flourishing? @AbrahamOnMoney asks psychologist Ross Anderson for a simple framework: emotional and physiological scales, plus fundamentals like how you eat, move, sleep, and your environment. Full episode on Spotify/Apple.

Most of us will face challenges. The difference is whether we have the tools to deal with them. In this clip, host @AbrahamOnMoney speaks with psychologist Ross Anderson about the gap between useful discomfort and suffering that comes from lacking the right tools and awareness.

Kicking off Adviser 3.0 2026 partner intros with @Timeline_Tech, an all in one platform for modern financial advisers, uniting planning, investing and admin to cut friction. Proud to have them supporting us in 2026: https://t.co/vCBeDtTihu

Who’s got their ticket for Adviser 3.0 on 14 May? We have, obviously 🙃 With Morgan Housel and Stephanie Bogan announced as headline speakers, and more reveals coming soon, demand is high, and tickets are moving quickly. Get yours now 👉 https://t.co/qveBYxE5PB

Are you performing well, or just pushing through? Host @AbrahamOnMoney sits down with psychologist Ross Anderson to discuss human optimisation, wellbeing, and the practical foundations that support performance without burnout. Listen to the episode: https://t.co/6t7G2S0L7I

@Steph_Bogan

Stephanie Bogan is joining us in London as a keynote speaker at Adviser 3.0 on 14th May 2026 🙌 Her session, “Building a High Growth, High Happiness Advisory Firm”, shares practical strategies to grow without more hours, stress or complexity. Get your ticket now.