Adviser 3.0: The Podcast
A podcast by Abraham Okusanya - Mercoledì
Categorie:
92 Episodio
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Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring
Pubblicato: 4/9/2024 -
Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future
Pubblicato: 21/8/2024 -
Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell
Pubblicato: 14/8/2024 -
Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner
Pubblicato: 1/8/2024 -
Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt
Pubblicato: 17/7/2024 -
Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees
Pubblicato: 4/7/2024 -
Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection
Pubblicato: 19/6/2024 -
Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development
Pubblicato: 5/6/2024 -
Leading with Trust and Empathy: Simon Rogerson of Octopus Group
Pubblicato: 24/5/2024 -
Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms
Pubblicato: 22/5/2024 -
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
Pubblicato: 3/5/2024 -
Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
Pubblicato: 10/4/2024 -
Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
Pubblicato: 27/3/2024 -
Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
Pubblicato: 15/3/2024 -
Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
Pubblicato: 1/3/2024 -
Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
Pubblicato: 14/2/2024 -
Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
Pubblicato: 24/1/2024 -
Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel
Pubblicato: 10/1/2024 -
Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz
Pubblicato: 14/12/2023 -
Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells
Pubblicato: 28/11/2023
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.