Adviser 3.0: The Podcast

Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…


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Abraham talks capacity for loss with the renowned Rory Percival:

- Rory takes us back to when he joined the financial services, providing insight into his vast experience.

- They talk about Rory’s responsibility for introducing 'Capacity for Loss' into financial adviser lexicon and why this is has become a mandatory requirement for advisers.

- They explore the assumptions and issues associated with ‘Capacity for Loss’.

- Rory shares his explanation on the Income Pyramid and how the DBAAT framework approaches this.

- And they look at Rory’s investment strategy for his own retirement money and his plans for the future

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Adviser 3.0: The PodcastBy Abraham Okusanya


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