88 episodes

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.

Adviser 3.0: The Podcast Abraham Okusanya

    • Business
    • 4.4 • 30 Ratings

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.

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

    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!

    • 1 hr 10 min
    Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees

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

    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.

    • 43 min
    Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development

    Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development

    Caroline Hawkesley, UK Managing Director of Progeny, discusses her journey in financial services and the growth of Progeny as an independent financial planning firm. She highlights the importance of defining the financial planning profession and the need to attract the next generation of advisers. Caroline also explains Progeny's
    acquisition strategy and how they integrate acquired businesses while preserving their unique qualities. She emphasises the company's focus on client-centric services and the goal of making a positive difference in the industry. Additionally, Caroline discusses the Progeny Academy and their efforts to develop well-rounded advisers.

    • 1 hr 3 min
    Leading with Trust and Empathy: Simon Rogerson of Octopus Group

    Leading with Trust and Empathy: Simon Rogerson of Octopus Group

    Simon Rogerson, Founder and CEO of the Octopus Group, shares the story of how he founded Octopus and the challenges they faced in the early days. He emphasises the importance of trust and simplicity in the financial services industry and how Octopus aims to build businesses that prioritise customer happiness. Rogerson also discusses the success of Octopus Energy and their disruptive force in the energy market. He explains the thinking behind Circle, Octopus' platform market venture, and their long-term commitment to building special businesses. Rogerson concludes by discussing Octopus' decision to remain a private company and their focus on creating value over the long term. Simon Rogerson discusses the possibility of Octopus Energy becoming a public company and his personal motivations for running the business.

    • 48 min
    Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms

    Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms

    Platforms 1.0 and 2.0 were not fit for purpose, but platform 3.0 is a true revolution. It prioritises the adviser-client relationship and allows for a fully digital proposition. The data fragmentation and lack of API integration in platform 2.0 led to a dysfunctional ecosystem. Platform 3.0 aims to align with advisers and their clients, moving control of the market closer to the customer. The commercial alignment of cost and the availability of real-time data are crucial for a successful platform. API-first companies like Stripe have set a new standard for seamless integration and instant data availability. In this conversation, Abraham and David discuss the differences between API-first and API-facade approaches in platform development. They explore the challenges of migrating from legacy systems to new technology and the impact it has on businesses. They also discuss the importance of creating a seamless integration of critical advice tools for financial advisers and the role of platforms in the distribution of financial services. They highlight the need for long-term commitment and resources to build and sustain a platform. Overall, they express excitement about the partnership between Timeline and Seccl and the potential for transformation in the financial advice industry.

    • 1 hr 1 min

Customer Reviews

4.4 out of 5
30 Ratings

30 Ratings

jbthewealthman ,

Essential listening about financial services

I listen to every episode and love Abraham’s wonder and excitement about the subjects and his guests. The latest episode with Charles Hall is one of the best. In fact Charles Hall is one of the best thinkers in The City.

Milkni ,

Essential listening

As a Lifestyle Financial Planning business, we’ve received lashings of wisdom from Abraham’s podcast. The guests are very generous with their information, helped along by Abraham's energetic style.

The podcast has given us insights that have led to deeper client relationships and eased friction in delivering our advice.

Thank you to Abraham, his Team and the guests.

Stuart Knight, Miller Knight Ltd

Joey from Harrow ,

The madness of King Abe!

Have loved all the episodes of Retirementals and can honestly say every story is unique and the conversations an insightful dive into all aspects of financial planning. Keep up the great work Abe and team!

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