Adviser 3.0: The Podcast

Abraham Okusanya
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Adviser 3.0: The Podcast

The Adviser 3.0 Podcast (formally Retirementals) 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.

  1. Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth

    PŘED 3 DNY

    Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth

    Join Abraham and George Kinder as they discuss the future of financial planning with a focus on mindfulness, personal freedom, and living in the moment. George shares insights from his new book, The Three Domains of Freedom, exploring how freedom unfolds in each moment, throughout life, and within society. They dive into the three key questions that help clients discover true freedom, the role of financial planners as life guides, and George's vision for a fiduciary society that values humanity and the planet above profit.

    1 h 5 min

  2. 24. 10.

    Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success

    🎙️ In this episode, we sit down with Roland Whyte, CEO of Nokkel, to dive deep into the critical role property plays in financial planning, especially as clients near retirement. 🏠💼 Roland shares his expert insights on how property, often the largest asset individuals own, is frequently overlooked in retirement strategies and explains why integrating it can significantly enhance wealth management. We explore: 📊 The role of technology in modern wealth management 💰 The challenges around liquidity and equity release 🤝 How financial advisors' roles are evolving to manage holistic wealth strategies Roland emphasizes the importance of viewing property as both a financial and emotive asset. Don't miss this valuable conversation on optimizing retirement outcomes by including property in your financial plan! #WealthManagement #RetirementPlanning #PropertyInvestment #FinancialAdvisors #RealEstate #EquityRelease #HolisticWealth #TechInFinance #RetirementStrategy #FinancialPlanning

    29 min
  3. Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning

    2. 10.

    Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning

    In this episode, Abraham Okusanya talks with Matthew Hutton, author of Your Last Gift, about the importance of planning for death. Matthew shares his personal journey and discusses the practical steps—like creating wills and letters of wishes—that can help ease the burden on loved ones. They also explore the role financial advisers play in guiding these sensitive conversations. Key Takeaways: Planning for death is a gift to loved ones. Your Last Gift simplifies end-of-life planning. Wills, checklists, and trusts ensure assets are managed and protected. Financial advisers are crucial in these discussions. Find out more about the podcast here.

    44 min
  4. Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole

    18. 9.

    Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole

    In this episode, Abraham sits down with David Hole to explore the world of non-regulated financial planning and his journey from being a financial advisor to becoming a money coach. David shares his motivations behind this career shift and offers insights into the value of non-regulated financial planning and the growing role of money coaching. We discuss the impact of timeline software, the importance of regulated advisors, and how alternative financial models are shaping the future of the industry. David also highlights how lower charges can enhance client outcomes and stresses the need for a client-centric approach in today’s evolving financial landscape.

    56 min
  5. Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring

    4. 9.

    Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring

    In this episode, hosted by Abraham Okusanya, Mary Waring shares her inspiring journey from mortgage adviser to running a solo financial advice practice. Discover why she chose to charge fixed fees, the challenges she faced with regulatory issues, and the importance of specialising in a niche market. Mary also offers valuable insights into the art of financial planning, including the crucial role of understanding client psychology and finding joy in your work. Whether you’re an aspiring financial adviser or a seasoned professional, Mary’s story provides plenty of food for thought on running a successful and fulfilling business. Tune in to learn more!

    1 h 2 min
  6. Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future

    21. 8.

    Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future

    In this episode, Jamie Gordon and Emma Barclay, the dynamic duo behind Lynas Vokes Wealth Management, share their journey in financial planning and the growth of their Lincolnshire-based firm. They discuss the critical role of nurturing the next generation of advisers and the importance of continuous improvement. Tune in to learn why investing in education, maintaining independence, and a client-first approach are key to long-term success in financial planning. Why Listen? Discover how Lynas Vokes is shaping the future of financial planning and get inspired by their vision for growth and innovation—without sacrificing their client-centric values.

    46 min
  7. Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell

    14. 8.

    Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell

    Tune in for an insightful conversation with Neil Cowell, former head of UK distribution at Vanguard, as he shares his experiences of transforming Vanguard UK from a small start-up into a major force in the asset management industry. Neil delves into the evolving role of financial advisers, the critical importance of strong leadership, and why prioritising client needs is more vital than ever. Discover the tools and strategies Neil used to achieve success, and why he values the guidance of trusted advisers. Whether you’re in asset management or simply curious about the industry, this episode offers valuable insights you won’t want to miss.

    41 min
  8. Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner

    1. 8.

    Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner

    Join us as Guy Skinner, Managing Director of Citygate Financial Planning, reveals his journey into financial planning and the impact of his early experiences with money. He shares his insights on the importance of teaching children about financial literacy, the challenges in connecting with clients, and the evolution of his business philosophy. Guy discusses how building credibility and leveraging referrals have fueled his success, and he emphasises the need for more ambition and disruption in the industry. Tune in to hear about the future of financial planning, the role of education and technology, and Guy’s vision for making a meaningful impact.

    50 min
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Informace

The Adviser 3.0 Podcast (formally Retirementals) 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.

Informace

  • Autor
    Abraham Okusanya
  • Aktivní
    2021 - 2024
  • Díly
    96
  • Hodnocení
    Nezávadné
  • Copyright
    © Abraham Okusanya
  • Web pořadu
    Adviser 3.0: The Podcast

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