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.

Recent Episodes
  • 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
Recent Reviews
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