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Adviser 3.0: The Podcast

Adviser 3.0: The Podcast

Business:Investing

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.

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
Download Right click and do "save link as"

Abraham has an insightful chat with Simonne Gnessen, taking a glimpse into:

  • Her career and how she found herself moving into the coaching business
  • How she moved from being a financial adviser to being self-employed and starting her own business
  • What drives her passion and role as a financial coach
  • The difference between financial coaching and financial advice
  • The training you need for financial coaching
  • Whether financial coaching is standalone or a stepping stone towards seeking financial advice
  • The bias towards financial coaching and making it a known profession
  • How big the opportunity is for financial coaching
  • The pricing of financial coaching and whether it’s individual or group-led
view more

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Ep.122 – Growth Problems Are Leadership Problems: Sasha Wakefield on Decisions That Stall or Scale Growth
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Ep.117 – Dissecting Market Concentration: And America’s Grip on Global Markets with Laurentius van den Worm
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Ep.116 - Navigating the Maze: David Morrey on Risk, Regulation and the FCA’s Growth Agenda
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