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Adviser 3.0: The Podcast

Adviser 3.0: The Podcast

Business:Investing

Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew

Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew

2024-03-01
Download Right click and do "save link as"

Join Abraham Okusanya as he chats with Pete Matthew, CEO of Jacksons Wealth Management & Financial Planner.

Discover the fascinating history of Jacksons as it celebrates its centenary milestone, and learn how Pete emphasises building a business centred around people. Uncover insights into the power of business as a tool for making a difference and pushing boundaries.

view more

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Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers
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Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
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Ep 53: Destination Growth
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Ep 52: Problem Solver!
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Ep 51: Experts in Our Mighty Profession
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Ep 50: Not Just a State of Mind, But Being!
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Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker
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Ep 45 - Ed Moisson, author of 'The Economics of Fund Management' chats to Abraham about his book, covering the investment management industry, mutual funds in the UK and US, and much more!
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Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more.
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Ep 43 - Roderic joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market.
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Ep 42 - Abraham is joined by the reputable Ruth Handcock, having an insightful chat on the setup of Octopus and where it all started, investing to change the world, parenting in the workplace & more!
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Ep 41 - The formidable Ruth Sturkey joins Abraham discussing her journey from The Red House to merging with Paradigm Norton, and her new role at the Institute for Financial Wellbeing, and much more!
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Ep 40 - Chanelle Pattinson joins Abraham for an energetic chat on the ‘Finfluencer’, how social media is bridging the intergenerational gap, obstacles women face in finance and much more!
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Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more!
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Ep 38 - Paulo Costa discusses his latest research on Human vs. Robo-advice, discussing the investors view towards the advice market, how robo-advice is changing the outlook for advisers and more!
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Ep 37 - Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more!
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Ep 36 - Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & more
2022-07-13
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