Adviser 3.0: The Podcast

97 Episodo

1. Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)

   Publicado: 7/6/2023
2. Ep 56: Navigating your financial journey with Berry & Oak

   Publicado: 24/5/2023
3. Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers

   Publicado: 10/5/2023
4. Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice

   Publicado: 26/4/2023
5. Ep 53: Destination Growth

   Publicado: 12/4/2023
6. Ep 52: Problem Solver!

   Publicado: 29/3/2023
7. Ep 51: Experts in Our Mighty Profession

   Publicado: 16/3/2023
8. Ep 50: Not Just a State of Mind, But Being!

   Publicado: 3/3/2023
9. Smart by name, Smart by nature

   Publicado: 15/2/2023
10. Guaranteed Income - JUST Special

    Publicado: 1/2/2023
11. Bond Brawl: Nick Lincoln vs. Abraham Okusanya

    Publicado: 25/1/2023
12. Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker

    Publicado: 11/1/2023
13. Ep 45 - Ed Moisson, author of 'The Economics of Fund Management' chats to Abraham about his book, covering the investment management industry, mutual funds in the UK and US, and much more!

    Publicado: 21/12/2022
14. Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more.

    Publicado: 9/12/2022
15. Ep 43 - Roderic joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market.

    Publicado: 23/11/2022
16. Ep 42 - Abraham is joined by the reputable Ruth Handcock, having an insightful chat on the setup of Octopus and where it all started, investing to change the world, parenting in the workplace & more!

    Publicado: 2/11/2022
17. Ep 41 - The formidable Ruth Sturkey joins Abraham discussing her journey from The Red House to merging with Paradigm Norton, and her new role at the Institute for Financial Wellbeing, and much more!

    Publicado: 19/10/2022
18. Ep 40 - Chanelle Pattinson joins Abraham for an energetic chat on the ‘Finfluencer’, how social media is bridging the intergenerational gap, obstacles women face in finance and much more!

    Publicado: 5/10/2022
19. Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more!

    Publicado: 14/9/2022
20. Ep 38 - Paulo Costa discusses his latest research on Human vs. Robo-advice, discussing the investors view towards the advice market, how robo-advice is changing the outlook for advisers and more!

    Publicado: 2/9/2022