Adviser 3.0: The Podcast

https://anchor.fm/s/41f55cbc/podcast/rss

10 Followers

86 Episodes

10
Followers

86
Episodes

Category: Investing
Last Update: 2024-06-19
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The Adviser 3.0 Podcast (formally Retirementals) 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.

51	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	Play	Download
52	Ep 35 - Simonne Gnessen chats to Abraham Okusanya about her role as a Financial Coach, targeting the gap in the market for lower income clients and why there is a bias towards the profession. 2022-06-29	Play	Download
53	Ep 34 - Jason Mountjoy enlightens Abraham on why Clarity is capping their growth, the significance of company culture, the importance of tech and much more! 2022-06-15	Play	Download
54	Ep 33 - Steven Rowe chats to Abraham Okusanya about how to attract new clients without marketing, the structure of Lucent and his latest investment proposition! 2022-06-01	Play	Download
55	Ep 32 - Chris Hayes joins Abraham Okusanya to discuss his report on 'The Passive Revolution' and all things Index Investing 2022-05-18	Play	Download
56	Ep 31 - Carl Richards talks to Abraham about how to get comfortable with uncertainty, how his famous sketches came about, the impact of complex environments and much more... 2022-04-06	Play	Download
57	Ep 30 - Abraham has a fantastic conversation with ‘The Father of Life Planning’ George Kinder, covering the importance of an emotional link with clients, the powerful question of freedom and much 2022-03-23	Play	Download
58	Ep 29 - Brett Davidson, Founder and CEO of FP Advance, discusses how he is helping advisers, what a start-up could potentially look like on £100k and his latest research paper! 2022-03-09	Play	Download
59	Ep 28 - Heather Hopkins, one of the ‘big brains’ of the industry, discusses her latest MPS report...shedding light on the growing market, whether change is possible and other key takeaways! 2022-02-23	Play	Download
60	Ep 27 - Brian Hill has an enlightening conversation with Abraham on exit strategies and acquisitions…plus inside knowledge on The City & Capital Group! 2022-02-09	Play	Download

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