Adviser 3.0: The Podcast

Abraham Okusanya
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Adviser 3.0: The Podcast 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 93 - The Rise of Non-Regulated Financial Planning with David Hole

    18 SEPT

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

    4 SEPT

    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!

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

    21 AUG

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

    14 AUG

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

    1 AUG

    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
  6. Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt

    17 JUL

    Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt

    Join Charles Hall and host Abraham Okusanya as they dive into the current challenges facing the UK equity market and explore innovative solutions to reinvigorate investment. With pension funds favoring global assets and a decline in listed UK companies, the conversation highlights key strategies like increasing local equity investments, introducing a UK ISA, and reforming stamp duty. Discover how these changes could boost share prices, attract IPOs, and stimulate economic growth. Whether you're an investor or industry professional, this episode offers valuable insights into revitalizing the UK's financial landscape. Don't miss it!

    1h 10m
  7. Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees

    4 JUL

    Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees

    Join Katherine Waller and Ollie Saiman, founders of Six Degrees, as they delve into their journey in financial services and the creation of their wealth management firm. Discover how their independent approach offers superior quality advice and addresses the high net worth advice gap with purpose-driven wealth planning. From navigating regulatory challenges to developing a unique investment philosophy, Katherine and Ollie share valuable insights on building a successful brand, differentiating from competitors, and shaping the future of wealth management. Tune in for a thoughtful conversation on balancing strategy and emotion in financial planning.

    55 min
  8. Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection

    19 JUN

    Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection

    In this episode, James Dent, founder of The Family Elephant, delves into the complexities of cascading wealth across generations and the crucial role of effective communication in family planning. He discusses the consequences of poor planning, such as family disputes and inadequate wealth protection, and introduces The Family Elephant proposition, which merges financial planning and legal expertise to tackle these challenges. Dent explains the plug-and-play approach for financial planners to refer clients seamlessly, emphasising transparent pricing and a client-focused experience. Key topics include strategic estate planning, the use of trusts, the concept of parallel wealth for tax-efficient transfers, and the essential role of financial planners in providing ongoing support. This episode is packed with insights on protecting and passing on wealth effectively, making it a must-listen for anyone interested in safeguarding their family's financial future. Find out more about the episode on our website.

    44 min
See All (93)

About

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.

Information

  • Creator
    Abraham Okusanya
  • Years Active
    2021 - 2024
  • Episodes
    93
  • Rating
    Clean
  • Copyright
    © Abraham Okusanya
  • Show Website
    Adviser 3.0: The Podcast

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