Ep. 107 - From Paraplanner to Owner: An MBO Success Story with Lisa Johnstone

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Adviser 3.0: The Podcast

Abraham Okusanya

118 episodes

21 hours ago

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.

Investing

Business

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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.

Investing

Business

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Ep. 107 - From Paraplanner to Owner: An MBO Success Story with Lisa Johnstone

Adviser 3.0: The Podcast

41 minutes 39 seconds

5 months ago

Ep. 107 - From Paraplanner to Owner: An MBO Success Story with Lisa Johnstone

In this episode, host Kate Phillips chats with Lisa Johnstone of VWM Wealth about her inspiring journey from paraplanner to Managing Director through a management buyout. Discover how Lisa navigated the challenges of business ownership, succession planning, and the impact of COVID. A must-listen for financial advisers, paraplanners, and anyone interested in the future of financial planning.