Adviser 3.0: The Podcast
A podcast by Abraham Okusanya - Wednesdays
Categories:
92 Episodes
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Ep 72: How to solve the scale problem (in financial planning businsesses) with Brett Davidson
Published: 11/24/2023 -
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Published: 11/15/2023 -
Ep 70: Adviser Tech Trends from Across the Pond
Published: 11/10/2023 -
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Published: 11/1/2023 -
Ep 68: Between a rock and St. James's Place
Published: 10/19/2023 -
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Published: 10/18/2023 -
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Published: 10/4/2023 -
Ep 65: Financial Planning Through Life's Twists with Karen Ritchie
Published: 9/20/2023 -
Ep 64: Elevating Adviser & Client Connections with Alex Whitson
Published: 9/6/2023 -
Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
Published: 8/16/2023 -
Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
Published: 8/2/2023 -
Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology
Published: 7/19/2023 -
Ep 60: Does ESG investing move the needle in the real world?
Published: 7/5/2023 -
Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Published: 6/28/2023 -
Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips
Published: 6/21/2023 -
Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)
Published: 6/7/2023 -
Ep 56: Navigating your financial journey with Berry & Oak
Published: 5/24/2023 -
Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers
Published: 5/10/2023 -
Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Published: 4/26/2023 -
Ep 53: Destination Growth
Published: 4/12/2023
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.