Adviser 3.0: The Podcast

In this episode of Adviser 3.0 The Podcast, we sit down with psychologist and human optimisation specialist Ross Anderson to explore how high performers approach growth.
Ross unpacks the relationship between mind, performance and behaviour, challenging the idea that growth is driven by motivation alone. Drawing on psychology, behavioural science and lived experience, he explains why sustainable performance starts with awareness, strong foundations and better decision making.
The conversation explores how high performers think differently about growth, why behaviour matters more than intention, and how clarity and structure support long-term performance.
Ross will also be joining us on the road in 2026 as part of the Timeline Growth Series, where he will be sharing these ideas live with advisers across the UK.
This episode is a grounded discussion for professionals who want to grow with intent, consistency and resilience.

A clear and practical conversation with Will Webber on resilience, networks and the habits that support sustainable growth across fintech.
Will shares lessons from the military, BlackRock and professional services, covering mindset, commercial development, community building and the future of the sector.

In the episode of Adviser 3.0 The Podcast, the familiar SoapBox duo return with a new guest who has deep experience across advice, technology and consumer behaviour. The conversation opens with the FCA’s attempt at gamified education, the reaction to recent budget speculation and the impact of changes to VCT incentives and salary sacrifice rules. From there the trio take apart the realities of AI inside large organisations and why so much investment fails to reach production.
They explore how the advice gap may evolve, how future clients will expect to interact with advice and what the profession needs to consider as digital journeys scale. The session ends with a clear eyed assessment of pension transfer delays and the providers still operating with outdated processes.
A lively, insightful and highly relevant discussion for advisers, planners, firm owners and anyone keeping an eye on the future of the profession.

David Jones, outgoing Vice President and head of the UK and Ireland advisor group at Dimensional, joins Abraham to reflect on over two decades of change within the financial planning profession. He discusses the shift from product-focused advice to a holistic planning model that centres on clients’ goals, values and long-term wellbeing.
David shares his views on the apparent plateau in the number of practising planners, why younger professionals are bringing new energy into the field, and how technology and AI may reshape both the work and expectations of planners. He also offers practical insights on what sets successful firms apart, from simplification to consistent implementation and clear communication.
As he looks ahead to his own next chapter, David speaks openly about legacy, leadership, purpose and the value of good planning in helping clients live fulfilled lives. This is a reflective and encouraging conversation for anyone interested in the future of the profession.

In this first SoapBox session, Abraham sits down with two industry voices to explore the figures behind adviser decline, the realities of client disengagement, the influence of consumer duty, and what the latest FCA data reveals about firms, revenue and capacity. From service models and profitability to the future of talent and technology, this episode explores the questions the profession cannot ignore. If you work in planning, paraplanning, compliance or leadership, this session offers thought-provoking insight into where the sector stands and what may come next. Listen to the full discussion and stay tuned for future SoapBox sessions.