Adviser 3.0: The Podcast

96 Épisodes

1. Ep 56: Navigating your financial journey with Berry & Oak

   Publié: 24/05/2023
2. Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers

   Publié: 10/05/2023
3. Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice

   Publié: 26/04/2023
4. Ep 53: Destination Growth

   Publié: 12/04/2023
5. Ep 52: Problem Solver!

   Publié: 29/03/2023
6. Ep 51: Experts in Our Mighty Profession

   Publié: 16/03/2023
7. Ep 50: Not Just a State of Mind, But Being!

   Publié: 03/03/2023
8. Smart by name, Smart by nature

   Publié: 15/02/2023
9. Guaranteed Income - JUST Special

   Publié: 01/02/2023
10. Bond Brawl: Nick Lincoln vs. Abraham Okusanya

    Publié: 25/01/2023
11. Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker

    Publié: 11/01/2023
12. 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!

    Publié: 21/12/2022
13. 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.

    Publié: 09/12/2022
14. 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.

    Publié: 23/11/2022
15. 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!

    Publié: 02/11/2022
16. 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!

    Publié: 19/10/2022
17. 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!

    Publié: 05/10/2022
18. 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!

    Publié: 14/09/2022
19. 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!

    Publié: 02/09/2022
20. Ep 37 - Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more!

    Publié: 03/08/2022