Adviser 3.0: The Podcast

By Abraham Okusanya

What's Adviser 3.0: The Podcast 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.

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Adviser 3.0: The Podcast episodes:

06.19.2024
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...
06.05.2024
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...
05.24.2024
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...
05.22.2024
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...
05.03.2024
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
In this episode, Abraham interviews Amyr Rocha Lima, the managing director of Strategic Wealth Partners. They discuss the journey of young financial planners and the challenges they face in the industry. They also explore the trend of frustrated succession plans and...
04.10.2024
Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
Dennis Hall and Sarah Steele share their career journeys and the evolution of Yellowtail Financial Planning. Dennis started in direct sales and eventually transitioned to fee-based financial planning. Sarah joined Yellowtail after struggling to find part-time work in the industry....
03.27.2024
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...
03.15.2024
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...
03.01.2024
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...
02.14.2024
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...
01.24.2024
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....
01.10.2024
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).
12.14.2023
Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz
In this episode, Abraham Okusanya is joined by the guys behind the new business, Finova Money - Scott Millar, Rob Bell & Rob Schwarz. They shed light on their bad introductions to the profession, what made them take the step...
11.28.2023
Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells
In our next episode, Abraham is joined by James de Lisle Wells to discuss 'The Joys & Pains of Going Solo'.
11.24.2023
Ep 72: How to solve the scale problem (in financial planning businsesses) with Brett Davidson
Join us on an exciting journey in this podcast episode, as Abraham Okusanya delves into Brett Davidson's groundbreaking whitepaper, 'How To Solve The Scale Problem (in financial planning businesses)'. The duo cover: making an impact, scaling up your business and...
11.15.2023
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Dan Martin, Managing Director of MDM Wealth, joins Abraham for a chat on the dynamics of joining and taking over ownership of a family financial planning business. He also sheds light on how the exit was funded, what the business...
11.10.2023
Ep 70: Adviser Tech Trends from Across the Pond
In early September 2023, the Timeline leadership team embarked on an inspiring journey to California, attending two significant conferences in the heart of technological innovation: Saastr and FUTUREPROOF. This experience notonly offered us valuable insights into financial advisory technology trends...
11.01.2023
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Join Abraham Okusanya for a new episode of Adviser 3.0: The Podcast. In this episode he is joined by guests, Jacqueline Lockie CFP™ & Philippa Hann, discussing how technology is used to enhance professional connections between Financial Planners and accountants/lawyers.
10.19.2023
Ep 68: Between a rock and St. James's Place
Join Abraham Okusanya for a bonus episode on St. James's Place. On Friday 13th October 2023, SJP market shares fell by over 20%,, as well as losing 46% of its market cap over recent months and why it's had no...
10.18.2023
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
In this episode, Abraham Okusanya is joined by Mike LeGassick (Behavioural Investment Coach and Author) for a fascinating episode on financially educating clients. Mike sheds light on the crucial significance of framing questions adeptly, particularly when broaching complex subjects like...
10.04.2023
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Tune in for an episode with Abraham Okusanya and his guest, Paul McCoubrey (Director & Financial Planner of Navigate IFA). Paul sheds light on what Navigate IFA looks like today and where it all started, the importance of clients understanding the...
09.20.2023
Ep 65: Financial Planning Through Life's Twists with Karen Ritchie
In this episode, Abraham Okusanya is joined by Karen Ritchie, owner of Karen Ritchie Financial Planning. In this engaging discussion, Karen shares her inspiring journey from accountant to financial adviser, detailing her training under Rory Percival. She also shares valuable...
09.06.2023
Ep 64: Elevating Adviser & Client Connections with Alex Whitson
Here's the first episode of our podcast under our new name, 'Adviser 3.0: The Podcast'. Today Abraham is joined by Alex Whitson, Managing Director at VouchedFor, for a brilliant episode. Alex provides insights into his early career and where he...
08.16.2023
Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
Join Abraham Okusanya for an insightful episode with Lloyd Davies, owner of RockWealth Aberdeen. Here’s what is covered in the episode: 19 years in Financial Services and what that looks like Two questions to consider when taking the next step in...
08.02.2023
Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
The set up of the firm that enables Kevin to focus on being a ‘high-value adviser’ to his clients The joys and pains (but mostly joys) of setting up a firm from the scratch Hard lessons on how NOT...
07.19.2023
Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology
This week we are joined by Jonathan Gunby, Chief Executive of Transact, for a fantastic episode on all things tech. Here’s what is covered in the episode: How Jonathan came to join Transact - from CTO to CEO Where does Integrafin...
07.05.2023
Ep 60: Does ESG investing move the needle in the real world?
As awareness and concerns for environmental, social, and governance (ESG) issues continue to grow, there has been a significant surge in demand for ESG investing. Financial advisers and investors are increasingly interested in incorporating ESG considerations into their investment strategies....
06.28.2023
Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Are you an ambitious financial planning firm owner/manager with an aspiration to exceed £5m in revenue over the next 5 years? Then, you'll want to hear from our panel of heavyweights - Gaynor Rigby, Tim Horrocks & Alan Smith. This...
06.21.2023
Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips
This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building,...
06.07.2023
Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)
Abraham chats to Jo Little (CEO) and Alfie Mullan at Emery Little, providing insight into leadership, the dynamics of a family business and why retirement is a young person’s game! Make sure to catch this episode.
05.24.2023
Ep 56: Navigating your financial journey with Berry & Oak
Join Abraham in a captivating conversation with Andrew and Sarah Elson, owners of Berry & Oak. From their humble beginnings in a bank to running their successful business, they share their journey, discuss the power couple dynamics, team growth, operations,...
05.10.2023
Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers
Join us on this captivating episode of Retirementals as we have the privilege of hosting Gretchen Betts, a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a...
04.26.2023
Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Abraham chats to the vibrant multi award-winning Warren Shute, covering: Where he started out, studying accountancy & early career The beginning of Lexington Wealth Management How to deliver a congruent service to clients The importance of proactive communication ...
04.12.2023
Ep 53: Destination Growth
Abraham chats to Julian Gilbert, Founder & Director of Wealth Matters, covering: Where he started out, going to Australia & being inspired to be a Financial Adviser How Wealth Matters started in 2001 The figures & staff behind the...
03.29.2023
Ep 52: Problem Solver!
Abraham chats to Matthew, Director at Vertus Capital, on his journey to date covering: How did Vertus Capital get to where it is today? Moving his family from South Africa to the UK with no possessions The funding...
03.16.2023
Ep 51: Experts in Our Mighty Profession
Abraham chats to Dom and Jonathan from Expert Wealth Management about their journey, covering: How Jonathan and Dom started out and met The start of Expert Wealth Management When 3 became 2 & the team behind the success ...
03.03.2023
Ep 50: Not Just a State of Mind, But Being!
Abraham chats to the esteemed Catherine Morgan about her journey in financial services, covering: How she got into the world of financial planning & coaching What does money mean to different people? The psychology behind people’s relationships with money ...
02.15.2023
Smart by name, Smart by nature
In episode 49, Abraham chats to Steve Martin about his journey in financial services, covering: Where he started out in the industry The moments that defined his career Starting Smart Financial, the Training Academy and Smart International Bouncing...
02.01.2023
Guaranteed Income - JUST Special
Abraham joins Peter Ellis from JUST for a special on guaranteed income, here’s what they discuss: The humble annuities… How do they fit into the retirement plan? Can you think of them as an asset class? Do annuities and investment...
01.25.2023
Bond Brawl: Nick Lincoln vs. Abraham Okusanya
Abraham is joined by the enigma that is Nick Lincoln. They have an energetic conversation, covering: How Nick started out and set up his business in 2008 How he fashioned his business to suit the lifestyle he wanted What...
01.11.2023
Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker
Abraham is joined by Sarah Lord and Alasdair Walker to discuss what’s going on between the PFS and CII. You’ll gain clear insight into the issue at hand, covering: What is going on with the PFS and CII, and the...
12.21.2022
Ep 45 - Ed Moisson, author of 'The Economics of Fund Management' chats to Abraham about his book, covering the investment management industry, mutual funds in the UK and US, and much more!
Ed Moisson, author of The Economics of Fund Management chats to Abraham about his book, covering: Where he started out in the industry and his switch to journalism What led him to write his book & insight into the topics...
12.09.2022
Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more.
Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser. Here’s what they covered: The creation of Tandem Financial and where it is today Why relationship building is so important to understand clients Can...
11.23.2022
Ep 43 - Roderic joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market.
Roderic joins Abraham, as a fountain of wisdom on all things M&A; and succession planning. Here’s what they covered: Roderic’s career in financial services for over 40 years The three options for exiting a business Selling a business &...
11.02.2022
Ep 42 - Abraham is joined by the reputable Ruth Handcock, having an insightful chat on the setup of Octopus and where it all started, investing to change the world, parenting in the workplace & more!
Abraham is joined by the reputable Ruth Handcock, having an insightful chat on: How she got into financial services The setup of Octopus as an organisation and where it all started How Octopus are investing to change the world ...
10.19.2022
Ep 41 - The formidable Ruth Sturkey joins Abraham discussing her journey from The Red House to merging with Paradigm Norton, and her new role at the Institute for Financial Wellbeing, and much more!
Abraham is joined by the formidable Ruth Sturkey discussing all things Financial Services, including: Her journey into the industry and financial planning The setup and vision behind one of the leading financial firms, The Red House The structure of...
10.05.2022
Ep 40 - Chanelle Pattinson joins Abraham for an energetic chat on the ‘Finfluencer’, how social media is bridging the intergenerational gap, obstacles women face in finance and much more!
Chanelle Pattinson joins Abraham for an energetic and engaging chat on: What led her to sit her first financial planning exam and become a Financial Planner The ‘Finfluencer’ - what is it and are they qualified? How social media...
09.14.2022
Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more!
Helena Wardle joins Abraham for an insightful discussion on: Her decision to move to the UK at the age of 20 How she fell into financial planning and her career to date Setting up Smith and Wardle, and what...
09.02.2022
Ep 38 - Paulo Costa discusses his latest research on Human vs. Robo-advice, discussing the investors view towards the advice market, how robo-advice is changing the outlook for advisers and more!
Abraham gains insight into Paulo Costa’s latest research on Human vs. Robo-advice at Vanguard, covering: The value of advice and whether it can be quantified The investor’s role in understanding the advice market The effect the media has on...
08.03.2022
Ep 37 - Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more!
Abraham invites Larry Swedroe on Retirementals to discuss everything investing, covering: The background on evidence-based investing The split between passive and index investing SRI, ESG and Impact Investing - what are they and what is the difference between them? ...

What's Adviser 3.0: The Podcast about?

Download our free app to listen on your phone

Adviser 3.0: The Podcast episodes:

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

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

Leading with Trust and Empathy: Simon Rogerson of Octopus Group

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

Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima

Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah

Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh

Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau

Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew

Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success

Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner

Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel

Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz

Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells

Ep 72: How to solve the scale problem (in financial planning businsesses) with Brett Davidson

Ep 71: Young Blood - Transitioning financial planning businesses to the next generation

Ep 70: Adviser Tech Trends from Across the Pond

Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann

Ep 68: Between a rock and St. James's Place

Ep 67: Insights from Mike LeGassick on the Psychology of Wealth

Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

Ep 65: Financial Planning Through Life's Twists with Karen Ritchie

Ep 64: Elevating Adviser & Client Connections with Alex Whitson

Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies

Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood

Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology

Ep 60: Does ESG investing move the needle in the real world?

Ep 59: Growth Strategies for Ambitious Financial Planning Firms

Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips

Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)

Ep 56: Navigating your financial journey with Berry & Oak

Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers

Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice

Ep 53: Destination Growth

Ep 52: Problem Solver!

Ep 51: Experts in Our Mighty Profession

Ep 50: Not Just a State of Mind, But Being!

Smart by name, Smart by nature

Guaranteed Income - JUST Special

Bond Brawl: Nick Lincoln vs. Abraham Okusanya

Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker

Ep 45 - Ed Moisson, author of 'The Economics of Fund Management' chats to Abraham about his book, covering the investment management industry, mutual funds in the UK and US, and much more!

Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more.

Ep 43 - Roderic joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market.

Ep 42 - Abraham is joined by the reputable Ruth Handcock, having an insightful chat on the setup of Octopus and where it all started, investing to change the world, parenting in the workplace & more!

Ep 41 - The formidable Ruth Sturkey joins Abraham discussing her journey from The Red House to merging with Paradigm Norton, and her new role at the Institute for Financial Wellbeing, and much more!

Ep 40 - Chanelle Pattinson joins Abraham for an energetic chat on the ‘Finfluencer’, how social media is bridging the intergenerational gap, obstacles women face in finance and much more!

Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more!

Ep 38 - Paulo Costa discusses his latest research on Human vs. Robo-advice, discussing the investors view towards the advice market, how robo-advice is changing the outlook for advisers and more!

Ep 37 - Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more!

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