Adviser 3.0: The Podcast
Un podcast de Abraham Okusanya - Les mercredis
Catégories:
92 Épisodes
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Ep 72: How to solve the scale problem (in financial planning businsesses) with Brett Davidson
Publié: 24/11/2023 -
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Publié: 15/11/2023 -
Ep 70: Adviser Tech Trends from Across the Pond
Publié: 10/11/2023 -
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Publié: 01/11/2023 -
Ep 68: Between a rock and St. James's Place
Publié: 19/10/2023 -
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Publié: 18/10/2023 -
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Publié: 04/10/2023 -
Ep 65: Financial Planning Through Life's Twists with Karen Ritchie
Publié: 20/09/2023 -
Ep 64: Elevating Adviser & Client Connections with Alex Whitson
Publié: 06/09/2023 -
Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
Publié: 16/08/2023 -
Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
Publié: 02/08/2023 -
Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology
Publié: 19/07/2023 -
Ep 60: Does ESG investing move the needle in the real world?
Publié: 05/07/2023 -
Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Publié: 28/06/2023 -
Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips
Publié: 21/06/2023 -
Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)
Publié: 07/06/2023 -
Ep 56: Navigating your financial journey with Berry & Oak
Publié: 24/05/2023 -
Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers
Publié: 10/05/2023 -
Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Publié: 26/04/2023 -
Ep 53: Destination Growth
Publié: 12/04/2023
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.