Abraham Okusanya
Adviser 3.0: The PodcastEpisodes
Episodes of Adviser 3.0
Mark All
Search Episodes...
In this episode, Abraham interviews Amyr Rocha Lima, the managing director of Strategic Wealth Partners.They discuss the journey of young financial planners and the challenges they face in the industry. They also explore the trend of frustrat
Dennis Hall and Sarah Steele share their career journeys and the evolution of Yellowtail Financial Planning. Dennis started in direct sales and eventually transitioned to fee-based financial planning. Sarah joined Yellowtail after struggling to
Nik Marsh, the managing director of Ashlea Financial Planning, shares his journey of transitioning from a career in high finance to financial planning and navigating the process of internal succession planning. He discusses his background, the
Loic Fonteneau, Investment Director at Blackfin, discusses the influx of capital into the financial advice and wealth management space, particularly in the form of venture capital backing technology firms. He shares his background in VC and how
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 busines
In episode 77, Abraham Okusanya is joined by Samantha Secomb, a chartered financial planner and founder of Women's Wealth.Don't miss this incredibly insightful episode where Samantha shares her journey and insights into women seeking financia
Tune in as Abraham Okusanya engages in a compelling conversation with Sean McDermott, Director & Chartered Planner at Lightside Financial Planning. Sean's unique journey from DJ to successful Financial Planner unfolds, from his early days at Ll
Join us for our latest episode on 'Fixing Adviser Tech Integration & Data Aggregation Headaches', where Abraham is joined by Nicky Sevel (Founder of Woven Advice).
In this episode, Abraham Okusanya is joined by the guys behind the new business, Finova Money - Scott Millar, Rob Bell & Rob Schwarz. They shed light on their bad introductions to the profession, what made them take the step towards creating th
In our next episode, Abraham is joined by James de Lisle Wells to discuss 'The Joys & Pains of Going Solo'. 🗣️You'll get insight into frustrated successors, managing the legacy of a business and knowing when it's 'right' to start your own bu
Join us on an exciting journey in this podcast episode, as Abraham Okusanya delves into Brett Davidson's groundbreaking whitepaper, 'How To Solve The Scale Problem (in financial planning businesses)'. The duo cover: making an impact, scaling
Dan Martin, Managing Director of MDM Wealth, joins Abraham for a chat on the dynamics of joining and taking over ownership of a family financial planning business. He also sheds light on how the exit was funded, what the business looks like tod
In early September 2023, the Timeline leadership team embarked on an inspiring journey to California, attending two significant conferences in the heart of technological innovation: Saastr and FUTUREPROOF. This experience notonly offered us v
Join Abraham Okusanya for a new episode of Adviser 3.0: The Podcast. In this episode he is joined by guests, Jacqueline Lockie CFP™ & Philippa Hann, discussing how technology is used to enhance professional connections between Financial Plann
Join Abraham Okusanya for a bonus episode on St. James's Place. On Friday 13th October 2023, SJP market shares fell by over 20%,, as well as losing 46% of its market cap over recent months and why it's had no choice but to cut its fees.
In this episode, Abraham Okusanya is joined by Mike LeGassick (Behavioural Investment Coach and Author) for a fascinating episode on financially educating clients. Mike sheds light on the crucial significance of framing questions adeptly, par
Tune in for an episode with Abraham Okusanya and his guest, Paul McCoubrey (Director & Financial Planner of Navigate IFA).Paul sheds light on what Navigate IFA looks like today and where it all started, the importance of clients understanding
In this episode, Abraham Okusanya is joined by Karen Ritchie, owner of Karen Ritchie Financial Planning. In this engaging discussion, Karen shares her inspiring journey from accountant to financial adviser, detailing her training under Rory P
Here's the first episode of our podcast under our new name, 'Adviser 3.0: The Podcast'. Today Abraham is joined by Alex Whitson, Managing Director at VouchedFor, for a brilliant episode. Alex provides insights into his early career and where
Join Abraham Okusanya for an insightful episode with Lloyd Davies, owner of RockWealth Aberdeen.Here’s what is covered in the episode:19 years in Financial Services and what that looks likeTwo questions to consider when taking the next
The set up of the firm that enables Kevin to focus on being a ‘high-value adviser’ to his clientsThe joys and pains (but mostly joys) of setting up a firm from the scratch Hard lessons on how NOT to do financial planning The productivit
This week we are joined by Jonathan Gunby, Chief Executive of Transact, for a fantastic episode on all things tech.Here’s what is covered in the episode:How Jonathan came to join Transact - from CTO to CEOWhere does Integrafin fit in
As awareness and concerns for environmental, social, and governance (ESG) issues continue to grow, there has been a significant surge in demand for ESG investing. Financial advisers and investors are increasingly interested in incorporating ESG
Are you an ambitious financial planning firm owner/manager with an aspiration to exceed £5m in revenue over the next 5 years? Then, you'll want to hear from our panel of heavyweights - Gaynor Rigby, Tim Horrocks & Alan Smith. This episode was
This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing an
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us