Adviser 3.0: The Podcast
Un pódcast de Abraham Okusanya - Miercoles
Categorías:
105 Episodo
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Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development
Publicado: 5/6/2024 -
Leading with Trust and Empathy: Simon Rogerson of Octopus Group
Publicado: 24/5/2024 -
Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms
Publicado: 22/5/2024 -
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
Publicado: 3/5/2024 -
Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
Publicado: 10/4/2024 -
Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
Publicado: 27/3/2024 -
Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
Publicado: 15/3/2024 -
Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
Publicado: 1/3/2024 -
Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
Publicado: 14/2/2024 -
Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
Publicado: 24/1/2024 -
Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel
Publicado: 10/1/2024 -
Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz
Publicado: 14/12/2023 -
Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells
Publicado: 28/11/2023 -
Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson
Publicado: 24/11/2023 -
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Publicado: 15/11/2023 -
Ep 70: Adviser Tech Trends from Across the Pond
Publicado: 10/11/2023 -
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Publicado: 1/11/2023 -
Ep 68: Between a rock and St. James's Place
Publicado: 19/10/2023 -
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Publicado: 18/10/2023 -
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Publicado: 4/10/2023
The Adviser 3.0 Podcast 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.
