Adviser 3.0: The Podcast

The Adviser 3.0 Podcast 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.

Ep.108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up
Jun 11, 2025 – 00:52:56
Ep. 107 - From Paraplanner to Owner: An MBO Success Story with Lisa Johnstone
May 28, 2025 – 00:41:39
Ep.106 - Elevating Women’s Wealth with Sarah Roughsedge of Eva Wealth
May 7, 2025 – 00:45:34
Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray
Apr 23, 2025 – 00:51:25
Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges
Apr 9, 2025 – 00:49:29
Ep.103 - Financial Planning For Elite Athletes with Patrick Foley
Mar 26, 2025 – 00:36:17
Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning
Mar 12, 2025 – 00:45:36
Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth
Feb 26, 2025 – 00:32:25
Ep. 100 - Integrating Lombard Lending into Holistic Financial Planning with David Newman
Feb 12, 2025 – 00:35:09
Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier
Jan 29, 2025 – 00:54:31
Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next
Jan 15, 2025 – 00:36:47
Ep. 97 - Client Focused, Team Driven: Challenges and Triumphs in Financial Planning with Dan Boden
Nov 27, 2024 – 00:37:28
Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth
Nov 13, 2024 – 01:04:54
Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success
Oct 24, 2024 – 00:28:40
Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning
Oct 2, 2024 – 00:43:47
Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole
Sep 18, 2024 – 00:55:46
Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring
Sep 4, 2024 – 01:01:58
Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future
Aug 21, 2024 – 00:45:35
Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell
Aug 14, 2024 – 00:41:18
Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner
Aug 1, 2024 – 00:50:13
Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt
Jul 17, 2024 – 01:10:03
Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees
Jul 4, 2024 – 00:55:12
Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection
Jun 19, 2024 – 00:43:39
Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development
Jun 5, 2024 – 01:03:25
Leading with Trust and Empathy: Simon Rogerson of Octopus Group
May 24, 2024 – 00:48:54
Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms
May 22, 2024 – 01:01:17
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
May 3, 2024 – 01:10:00
Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
Apr 10, 2024 – 01:08:04
Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
Mar 27, 2024 – 00:52:24
Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
Mar 15, 2024 – 00:49:42
Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
Mar 1, 2024 – 00:54:05
Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
Feb 14, 2024 – 01:03:17
Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
Jan 24, 2024 – 00:53:22
Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel
Jan 10, 2024 – 00:47:34
Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz
Dec 14, 2023 – 01:08:49
Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells
Nov 28, 2023 – 00:50:02
Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson
Nov 24, 2023 – 01:28:13
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Nov 15, 2023 – 00:53:51
Ep 70: Adviser Tech Trends from Across the Pond
Nov 10, 2023 – 00:51:01
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Nov 1, 2023 – 00:55:29
Ep 68: Between a rock and St. James's Place
Oct 19, 2023 – 00:50:18
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Oct 18, 2023 – 00:52:50
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Oct 4, 2023 – 00:54:51
Ep 65: Financial Planning Through Life's Twists with Karen Ritchie
Sep 20, 2023 – 00:49:01
Ep 64: Elevating Adviser & Client Connections with Alex Whitson
Sep 6, 2023 – 00:49:15
Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
Aug 16, 2023 – 00:44:53
Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
Aug 2, 2023 – 00:52:54
Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology
Jul 19, 2023 – 00:54:53
Ep 60: Does ESG investing move the needle in the real world?
Jul 5, 2023 – 00:43:09
Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Jun 28, 2023 – 00:46:50