Adviser 3.0: The Podcast
Un podcast de Abraham Okusanya - Les mercredis
Catégories:
95 Épisodes
-
Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success
Publié: 24/10/2024 -
Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning
Publié: 02/10/2024 -
Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole
Publié: 18/09/2024 -
Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring
Publié: 04/09/2024 -
Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future
Publié: 21/08/2024 -
Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell
Publié: 14/08/2024 -
Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner
Publié: 01/08/2024 -
Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt
Publié: 17/07/2024 -
Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees
Publié: 04/07/2024 -
Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection
Publié: 19/06/2024 -
Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development
Publié: 05/06/2024 -
Leading with Trust and Empathy: Simon Rogerson of Octopus Group
Publié: 24/05/2024 -
Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms
Publié: 22/05/2024 -
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
Publié: 03/05/2024 -
Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
Publié: 10/04/2024 -
Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
Publié: 27/03/2024 -
Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
Publié: 15/03/2024 -
Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
Publié: 01/03/2024 -
Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
Publié: 14/02/2024 -
Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
Publié: 24/01/2024
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.