Ep 51: Experts in Our Mighty Profession

Abraham chats to Dom and Jonathan from Expert Wealth Management about their journey, covering: How Jonathan and Dom started out and met The start of Expert Wealth Management When 3 became 2 & the team behind the success The significance of bringing the next generation through The challenges of running a business & recruitment What happens next…& the question of succession The client advisory board - what is it? Goals for the future

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The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.