Adviser 3.0: The Podcast

96 Episodes

1. 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
2. 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
3. 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
4. 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
5. Ep 32 - Chris Hayes joins Abraham Okusanya to discuss his report on 'The Passive Revolution' and all things Index Investing

   Published: 5/18/2022
6. 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
7. 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
8. 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
9. 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
10. 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
11. 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
12. Ep 25 - Robin Wigglesworth launches into a lively and enthusiastic debate with Abraham, discussing his book 'Trillions', how big passive investing is today and much more...

    Published: 1/12/2022
13. Ep 24 – Catherine Williams discusses the latest DFA’s Global Adviser Survey, including what top firms look like and key trends occurring. Listen to find out more!

    Published: 12/15/2021
14. Ep 23 - Wade Pfau discusses his newly released 'Retirement Planning Guidebook' with Abraham Okusanya. Wade dives into retirement income styles, the effectiveness of different approaches and much more.

    Published: 12/1/2021
15. Ep 22 – Matthew Pitcher delves into the details of flat-fee structure, investment proposition and the adviser tech stack with Abraham Okusanya. Listen to the episode now!

    Published: 11/17/2021
16. Ep 21 – Michael Kitces discusses the outcomes of his latest survey on financial planning, trending adviser technology in America and direct indexing. Don’t miss this episode!

    Published: 11/3/2021
17. Ep 20 – Abraham speaks to David Jones from Dimensional, who discusses being a Master Trainer in mind mapping, the psychology behind retirement and the barrier towards advice. Don’t miss this episode…

    Published: 10/20/2021
18. Ep 19 – Robin Powell discusses his new book 'Invest Your Way To Financial Freedom', which provides top tips for those in their 20s and 30s. He looks at the role of passive investing...

    Published: 10/6/2021
19. 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...

    Published: 9/22/2021
20. 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...

    Published: 9/8/2021