Adviser 3.0: The Podcast

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


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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 business

  • The entrepreneurial journey and ‘getting permission’

  • The power of the press and social media

  • What’s next for RockWealth Aberdeen

  • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya


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