Adviser 3.0: The Podcast Abraham Okusanya
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- Business
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.
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Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
Nik Marsh, the managing director of Ashlea Financial Planning, shares his journey of transitioning from a career in high finance to financial planning and navigating the process of internal succession planning. He discusses his background, the challenges he faced, and the importance of finding a different way to provide financial advice. The conversation explores the role of Diane Weitz, the founder of Ashlea Financial Planning, and her desire to ensure the continuity of the business and the well-being of her clients. The chapter concludes with the restructuring of the management buyout and the future succession plans for the firm. In this conversation, Nik Marsh discusses the challenges of business transition and the need for a suitable model for financial planners. He shares insights on transitioning to the next generation and the difficulties of seller financing in management buyouts (MBOs). The conversation also covers the use of preferred shares and the importance of setting up the next generation of owners. Nik Marsh talks about the structure and team of Ashlea, as well as the technology stack and CRM challenges faced by the firm. The conversation concludes with a discussion on future plans and success.
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Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
Loic Fonteneau, Investment Director at Blackfin, discusses the influx of capital into the financial advice and wealth management space, particularly in the form of venture capital backing technology firms. He shares his background in VC and how he came to join Blackfin. Loic explains the differences between private equity and venture capital, highlighting the focus on majority ownership and control in private equity, while venture capital takes minority stakes and partners with founders. He also discusses the investment strategy of BlackfinTech, the venture capital arm of Blackfin, and why they invested in Timeline. Loic shares his insights on the current state of the venture market and the future of venture investing.
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Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
Join Abraham Okusanya as he chats with Pete Matthew, CEO of Jacksons Wealth Management & Financial Planner.
Discover the fascinating history of Jacksons as it celebrates its centenary milestone, and learn how Pete emphasises building a business centred around people. Uncover insights into the power of business as a tool for making a difference and pushing boundaries. -
Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
In episode 77, Abraham Okusanya is joined by Samantha Secomb, a chartered financial planner and founder of Women's Wealth.
Don't miss this incredibly insightful episode where Samantha shares her journey and insights into women seeking financial advice. She discusses her innovative business strategy likening financial advice to a gym membership, the importance of certainty, and why women are often more inclined to be highly qualified in their pursuits compared to their counterparts. Tune in for valuable perspectives on navigating financial planning and empowerment. -
Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
Tune in as Abraham Okusanya engages in a compelling conversation with Sean McDermott, Director & Chartered Planner at Lightside Financial Planning. Sean's unique journey from DJ to successful Financial Planner unfolds, from his early days at Lloyds TSB to entrepreneurship. Don't miss the insights and inspiration in this episode!
Find out more information on each episode via our website. -
Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel
Join us for our latest episode on 'Fixing Adviser Tech Integration & Data Aggregation Headaches', where Abraham is joined by Nicky Sevel (Founder of Woven Advice).