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 106 episodes available.

Adviser 3.0: The Podcast episodes:

December 21, 2022Ep 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 he covered

How do mutual funds compare between the US and the UK?

Do certain ownership models lead to better fund performance?

What is the real purpose of the investment management industry?
...more
49min
December 09, 2022Ep 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 you do it on your own as an adviser?

Tandem’s approach to marketing and what attracts clients

What approach should you take to equity investing

What the future holds for Paul and Tandem Financial
...more
50min
November 23, 2022Ep 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 & the subcategories that come with it

How to breakdown & establish a realistic succession plan

Debt vs. equity

Valuations - what is the market looking like?
...more
49min
November 02, 2022Ep 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

The idea behind Seccl

Advice on advisers looking to exit their business

The experience for women in financial service and what needs to change

Parenting in the workplace

How Ruth thinks about planning and investing for her retirement
...more
47min
October 19, 2022Ep 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 the exit deal for The Red House

What lead to the merger with Paradigm Norton and the opportunities that emerged from it

Ruth’s new role at the Institute for Financial Wellbeing and how to get involved

Why she invested in Timeline and her stance on early-stage investments
...more
46min
October 05, 2022Ep 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 and Instagram are connecting younger generations with financial advice

The stereotypical image of an adviser…and if there’s space to bridge the generational gap in older advice firms

The idea for Money Means, what it will offer and when it will launch

Chanelle’s podcast Her Future Bright and what kickstarted her to build a community for female advisers

Obstacles women face to progress for in the industry

Is it right to have female-only awards?
...more
45min
September 14, 2022Ep 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 the team looks like today

The importance of delivery to clients and ensuring they are understood

The significance of having a mentor and the correct support

The idea for Money Means, what it will offer and when it will launch
...more
42min
September 02, 2022Ep 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 shaping investors’ views

Robo-advice and whether it will be more advantageous than human advice

Can Robo-advice fulfil the demands of everyday life?

The overall outcome of Paulo’s research…and whether it would be different in today’s market
...more
35min
August 03, 2022Ep 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?

The impact of ESG scores and how they can retain or attract talent

The effect of ESG on consumer behaviour and how it is continuing to evolve

The industries which have the highest expected returns

How to make the most of risk and return whilst ensuring your values are maintained

How sustainable investing affects asset allocation
...more
53min
July 13, 2022Ep 36 - Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & more
Dan Haylett joins Abraham as our next guest, having an insightful conversation on:
His move from investment management to financial planning, and why it is so difficult to make that jump

Insight into how he joined TFP and what enabled his transition

Where the business is today and the transformation over the past few years

Where the real value lies in financial planning

Dan’s thoughts on client charges and fixed fees

Where the business is headed, and the direction it may take in the years to come
...more
46min

FAQs about Adviser 3.0: The Podcast:

How many episodes does Adviser 3.0: The Podcast have?

The podcast currently has 106 episodes available.

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