In this episode, Abraham Okusanya is joined by Karen Ritchie, owner of Karen Ritchie Financial Planning.

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 started out, to where he is today.

Join Abraham Okusanya for an insightful episode with Lloyd Davies, owner of RockWealth Aberdeen.

Here’s what is covered in the episode:

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:

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. However, the actual impact of ESG investing on the real world is still a subject of debate.

Hosted by Nicki Hinton-Jones CFA, Chief Investment Officer at Timeline, this discussion explores the following key questions:

Recorded live at Adviser 3.0: Change Agents. We apologise in advance for the poor audio quality but the content is a must-hear for every financial planner.

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 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, they will let you in on their playbook for creating a million pound solo practice. 

The session is moderated by Timeline’s very own Kate Phillips and provides meaningful discussion and an interactive Q&A to fuel your growth with ideas and practical tips. 

Recorded at Adviser 3.0: Change Agents.

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.

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, marketing strategies, financial planning, and exciting plans for the future. Tune in for inspiration and valuable insights into the thriving world of Berry & Oak.