Adviser 3.0: The Podcast

105 Episodes

1. Ep 45 - Ed Moisson, author of 'The Economics of Fund Management' chats to Abraham about his book, covering the investment management industry, mutual funds in the UK and US, and much more!

   Published: 12/21/2022
2. Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more.

   Published: 12/9/2022
3. Ep 43 - Roderic joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market.

   Published: 11/23/2022
4. Ep 42 - Abraham is joined by the reputable Ruth Handcock, having an insightful chat on the setup of Octopus and where it all started, investing to change the world, parenting in the workplace & more!

   Published: 11/2/2022
5. Ep 41 - The formidable Ruth Sturkey joins Abraham discussing her journey from The Red House to merging with Paradigm Norton, and her new role at the Institute for Financial Wellbeing, and much more!

   Published: 10/19/2022
6. Ep 40 - Chanelle Pattinson joins Abraham for an energetic chat on the ‘Finfluencer’, how social media is bridging the intergenerational gap, obstacles women face in finance and much more!

   Published: 10/5/2022
7. Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more!

   Published: 9/14/2022
8. Ep 38 - Paulo Costa discusses his latest research on Human vs. Robo-advice, discussing the investors view towards the advice market, how robo-advice is changing the outlook for advisers and more!

   Published: 9/2/2022
9. Ep 37 - Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more!

   Published: 8/3/2022
10. 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

    Published: 7/13/2022
11. 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.

    Published: 6/29/2022
12. 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!

    Published: 6/15/2022
13. 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!

    Published: 6/1/2022
14. Ep 32 - Chris Hayes joins Abraham Okusanya to discuss his report on 'The Passive Revolution' and all things Index Investing

    Published: 5/18/2022
15. 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...

    Published: 4/6/2022
16. 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 more

    Published: 3/23/2022
17. 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!

    Published: 3/9/2022
18. 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!

    Published: 2/23/2022
19. Ep 27 - Brian Hill has an enlightening conversation with Abraham on exit strategies and acquisitions…plus inside knowledge on The City & Capital Group!

    Published: 2/9/2022
20. Ep 26 - Tina Weeks has an eye-opening discussion with Abraham, filling him in on what sparked her passion for life planning, maximising outcomes and performance and much more!

    Published: 1/26/2022