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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

More Episodes

Ep 18 – Philippa Hann dives into nitty gritty of the British Steel situation and the complexity of PI cover, including her own insight as a litigator for the Ombudsman...
2021-09-22
Ep 17 – Owen Walker delves into the details of his book Built on a Lie, that takes a deep dive into the Woodford scandal, including the FCA loophole which enabled Woodford...
2021-09-08
Ep 16 – Ola Abdul on the creation of Fundment, unpacking the £10m fundraising process, and the big news about Timeline’s partnership with Fundment…
2021-08-11
Ep 15 - Bella Caridade-Ferreira, founder of Fundscape, gives Abraham the details about why she built the firm, Finscape - her joint venture with Altus, and much more…
2021-07-28
Ep 14 – Sean Hagerty, Managing Director of Vanguard Europe, discusses the 10th anniversary of LifeStrategy Funds, the driver behind Vanguard’s foray into financial advice and what’s to come...
2021-07-14
Ep 13 – Rowena Crawford discusses her work at the Institute for Fiscal Studies, her recent whitepaper on retirement saving, and her most significant research revelation…
2021-06-30
Ep 12 – David Harvey on why he created Seccl, his views on adviser tech and the sale of Seccl to Octopus for £10m…
2021-06-16
BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline.
2021-06-02
Ep 10 - Rebecca Aldridge on growing from £0 to £100m+ in just 6 years with a flat fee planning model
2021-05-19
Ep 9 – David Ferguson, founder and chief executive of Nucleus, gives his thoughts on the state of the industry, the sale of Nucleus to James Hay and his plans for the future.
2021-05-05
Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong!
2021-04-21
Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…
2021-04-07
Ep 6 – Bill Bengen on the history of his research on the 4% rule, his latest thinking on the framework of current strategies and the role of inflation and market valuation on SWR today…
2021-03-24
Ep 5– Sarah Newcomb on a behavioural economics and the research from her book Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind. Sarah discusses her research and key
2021-03-10
Ep 4 – Tim Horrocks on his role at Rock Wealth, his work with Betafolio and how it helps with portfolio management, and how he invests his money…
2021-02-24
Ep 3 - Alan Smith on his vision for the future, the importance of great tech and where he invests his money.
2021-02-10
Ep 2 - Sarah Lord
2021-01-27
Ep 1 - Paul Lewis
2021-01-05
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