Adviser 3.0: The Podcast

105 Episodes

1. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. 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
8. 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
9. 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
10. Ep 16 – Ola Abdul on the creation of Fundment, unpacking the £10m fundraising process, and the big news about Timeline’s partnership with Fundment…

    Published: 8/11/2021
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…

    Published: 7/28/2021
12. 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...

    Published: 7/14/2021
13. 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…

    Published: 6/30/2021
14. Ep 12 – David Harvey on why he created Seccl, his views on adviser tech and the sale of Seccl to Octopus for £10m…

    Published: 6/16/2021
15. BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline.

    Published: 6/2/2021
16. Ep 10 - Rebecca Aldridge on growing from £0 to £100m+ in just 6 years with a flat fee planning model

    Published: 5/19/2021
17. 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.

    Published: 5/5/2021
18. 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!

    Published: 4/21/2021
19. 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…

    Published: 4/7/2021
20. 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…

    Published: 3/24/2021