Adviser 3.0: The Podcast
A podcast by Abraham Okusanya - Mercoledì
Categorie:
92 Episodio
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Ep 72: How to solve the scale problem (in financial planning businsesses) with Brett Davidson
Pubblicato: 24/11/2023 -
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Pubblicato: 15/11/2023 -
Ep 70: Adviser Tech Trends from Across the Pond
Pubblicato: 10/11/2023 -
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Pubblicato: 1/11/2023 -
Ep 68: Between a rock and St. James's Place
Pubblicato: 19/10/2023 -
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Pubblicato: 18/10/2023 -
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Pubblicato: 4/10/2023 -
Ep 65: Financial Planning Through Life's Twists with Karen Ritchie
Pubblicato: 20/9/2023 -
Ep 64: Elevating Adviser & Client Connections with Alex Whitson
Pubblicato: 6/9/2023 -
Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
Pubblicato: 16/8/2023 -
Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
Pubblicato: 2/8/2023 -
Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology
Pubblicato: 19/7/2023 -
Ep 60: Does ESG investing move the needle in the real world?
Pubblicato: 5/7/2023 -
Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Pubblicato: 28/6/2023 -
Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips
Pubblicato: 21/6/2023 -
Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)
Pubblicato: 7/6/2023 -
Ep 56: Navigating your financial journey with Berry & Oak
Pubblicato: 24/5/2023 -
Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers
Pubblicato: 10/5/2023 -
Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Pubblicato: 26/4/2023 -
Ep 53: Destination Growth
Pubblicato: 12/4/2023
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.