Adviser 3.0: The Podcast

By Abraham Okusanya

The Adviser 3.0 Podcast 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.... more

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FAQs about Adviser 3.0: The Podcast:

How many episodes does Adviser 3.0: The Podcast have?

The podcast currently has 134 episodes available.

Adviser 3.0: The Podcast episodes:

December 01, 2021 Ep 23 - Wade Pfau discusses his newly released 'Retirement Planning Guidebook' with Abraham Okusanya. Wade dives into retirement income styles, the effectiveness of different approaches and much more.
· How to define retirement success
· Dividend investing or natural yield investing in retirement
· Key advice for managing the volatility or growth assets in retirement
· Wade’s approach to saving for retirement and what his portfolio looks like
Wade’s new book titled Retirement Planning Guidebook, covering the details of…
· Retirement Income Styles
· The explanation behind the 6 specific retirement income factors
· Measuring the effectiveness of these different approaches
· How to identify each individual retirement income style and how this is different from Risk Profiling
· Wade’s latest thinking about what sustainable withdrawal looks like and whether Covid has impacted this
...more
49min
November 17, 2021Ep 22 – Matthew Pitcher delves into the details of flat-fee structure, investment proposition and the adviser tech stack with Abraham Okusanya. Listen to the episode now!
Abraham and Matthew delve into the details about:
How he got into the industry and the journey that led to the creation of Altor Wealth Management, including an overview of the firm today

Consolidation in the adviser market and why a number of firms are breaking away from consolidators

Matt’s flat-fee approach, how to reconcile this with the typical % AUM approach for the third-party platforms and investments side, and if it really is the only fair option

What is the best investment proposition for both clients and advisers

His current tech stack, as well as his experience and frustrations with the market, and what he would like to see in the future

Matt’s approach to saving for retirement and what his portfolio looks like
...more
52min
November 03, 2021Ep 21 – Michael Kitces discusses the outcomes of his latest survey on financial planning, trending adviser technology in America and direct indexing. Don’t miss this episode!
Abraham and Michael have an insightful discussion, going into the details about:
His role at Buckingham Wealth Partners and co-founding XY Planning.

The latest survey on financial planning and what the key findings were

The latest trends on adviser technology in America

What’s going on with direct indexing

The media attention Altruist has gained - a custodian, a TAMP or All-in-One technology for advisers, what actually is it?

TAMPs providing a suite of technology. Is this all bundled into one price for the adviser and how Michael see’s this shaking out

What books he has read recently

Michael’s approach to saving for retirement and what his portfolio looks like
...more
1h 8min
October 20, 2021Ep 20 – Abraham speaks to David Jones from Dimensional, who discusses being a Master Trainer in mind mapping, the psychology behind retirement and the barrier towards advice. Don’t miss this episode…
Abraham and David delve into the details about:
David’s career and what led him to joining Dimensional

David’s PhD program and the book he’s been working on, covering the value of advice and his key findings

Whether there is a barrier for broader acceptance of the value of advice, and how to overcome this

What drives happiness in retirement and the psychology behind it

How mind mapping and speed reading interweave with financial planning

And finally, David’s approach to saving for retirement
...more
40min
October 06, 2021Ep 19 – Robin Powell discusses his new book 'Invest Your Way To Financial Freedom', which provides top tips for those in their 20s and 30s. He looks at the role of passive investing...
Abraham Okusanya and Robin Powell discuss details about:
How Robin got into the industry and his career to date

His newly published book, Invest Your Way To Financial Freedom

The reason behind targeting his book towards investors in their 20’s and 30’s

Robin's top tips for understanding and dealing with the bull and bear markets

The broad array of financial journalism Robin has been a part of, and what his biggest concerns are about in the industry

The standout moment of his career

How Robin is planning to save for Retirement
...more
54min
September 22, 2021Ep 18 – Philippa Hann dives into nitty gritty of the British Steel situation and the complexity of PI cover, including her own insight as a litigator for the Ombudsman...
Abraham and Philippa delve into the details about:
Philippa’s career to date and the responsibilities of her role in litigation at Clarke Willmott

The British steel situation and what can be taken from it

Pension transfers: The most common reasons advisers trip up

The Financial Ombudsman and the most common industry failings

PI cover: Is what’s offered to advisers woefully inadequate?

DFMs: How they often prove to be popular amongst advisers

Philippa’s approach to retirement and what her portfolio looks like
...more
52min
September 08, 2021Ep 17 – Owen Walker delves into the details of his book Built on a Lie, that takes a deep dive into the Woodford scandal, including the FCA loophole which enabled Woodford...
Abraham and Owen have an energetic discussion, diving into:
Owen’s career and how he got into financial journalism

Owen’s standout moment in his journalism career

Owen’s book Built on a Lie: The Rise and Fall of Neil Woodford and the Fate of Middle England’s Money:
- He unpacks the details of Neil Woodford’s early life and his downfall
- The FCA loophole which existed which enabled Woodford
- The wider lessons for investors
- The role of journalists – were they a part in hyping up Woodford to be ‘the man who couldn’t stop making money’?
- 2 years on and the questions that remain unanswered– was it really built on a lie?
- Woodford’s comeback…
And finally, how Owen is saving for his own retirement
...more
1h 2min
September 08, 2021Ep 17 – Owen Walker delves into the details of his book Built on a Lie, that take s a deep dive into the Woodford scandal, including the FCA loophole which enabled Woodford...
Abraham and Owen have an energetic discussion, diving into:
Owen’s career and how he got into financial journalism

Owen’s standout moment in his journalism career

Owen’s book Built on a Lie: The Rise and Fall of Neil Woodford and the Fate of Middle England’s Money:
              - He unpacks the details of Neil Woodford’s early life and his downfall
              - The FCA loophole which existed which enabled Woodford
              - The wider lessons for investors
              - The role of journalists – were they a part in hyping up Woodford to be ‘the man who couldn’t stop making money’?
              - 2 years on and the questions that remain unanswered– was it really built on a lie?
              - Woodford’s comeback…
And finally, how Owen is saving for his own retirement
...more
1h 2min
August 11, 2021Ep 16 – Ola Abdul on the creation of Fundment, unpacking the £10m fundraising process, and the big news about Timeline’s partnership with Fundment…
Abraham and Ola have an insightful discussion, going into the details about:
How Ola got into the industry and what led to the creation of Fundment

Where Ola is in terms of people, clients, and AUA

Unpacking the £10m fundraising process, including £3.375 ETFS Capital

Discussing the role of technology in the sector, in particular the old chestnut about outsourcing vs propriety tech

Ola’s thoughts on the wall of PE money moving into platform and the most reliable form of platform ownership

The big news about Timeline’s partnership with Fundment, and what we’ve been working on

And of course, Ola’s plans for retirement…
...more
41min
July 28, 2021Ep 15 - Bella Caridade-Ferreira, founder of Fundscape, gives Abraham the details about why she built the firm, Finscape - her joint venture with Altus, and much more…
Abraham and Bella dive into the nitty gritty of:
Bella’s career and the journey that led to the creation of Fundscape

Future aims for Fundscape’s joint venture with Altus, known as Finscape

The flood of PE money going into platforms, and what’s driving this change

Bella’s views on Vanguard flexing their muscles

Whether vertical integration is still a dirty word

The most positive developments over the past 20 years, both in terms of people development, fund managers and tech

Bella’s approach to saving for retirement and what her portfolio looks like
...more
53min

FAQs about Adviser 3.0: The Podcast:

How many episodes does Adviser 3.0: The Podcast have?

The podcast currently has 134 episodes available.

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