Adviser 3.0: The Podcast
A podcast by Abraham Okusanya - Miercuri
Categories:
92 Episoade
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Ep 72: How to solve the scale problem (in financial planning businsesses) with Brett Davidson
Publicat: 24.11.2023 -
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Publicat: 15.11.2023 -
Ep 70: Adviser Tech Trends from Across the Pond
Publicat: 10.11.2023 -
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Publicat: 01.11.2023 -
Ep 68: Between a rock and St. James's Place
Publicat: 19.10.2023 -
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Publicat: 18.10.2023 -
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Publicat: 04.10.2023 -
Ep 65: Financial Planning Through Life's Twists with Karen Ritchie
Publicat: 20.09.2023 -
Ep 64: Elevating Adviser & Client Connections with Alex Whitson
Publicat: 06.09.2023 -
Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
Publicat: 16.08.2023 -
Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
Publicat: 02.08.2023 -
Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology
Publicat: 19.07.2023 -
Ep 60: Does ESG investing move the needle in the real world?
Publicat: 05.07.2023 -
Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Publicat: 28.06.2023 -
Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips
Publicat: 21.06.2023 -
Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)
Publicat: 07.06.2023 -
Ep 56: Navigating your financial journey with Berry & Oak
Publicat: 24.05.2023 -
Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers
Publicat: 10.05.2023 -
Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Publicat: 26.04.2023 -
Ep 53: Destination Growth
Publicat: 12.04.2023
The Adviser 3.0 Podcast (formally Retirementals) 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.