Adviser 3.0: The Podcast
Podcast tekijän mukaan Abraham Okusanya - Keskiviikkoisin
105 Jaksot
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Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development
Julkaistiin: 5.6.2024 -
Leading with Trust and Empathy: Simon Rogerson of Octopus Group
Julkaistiin: 24.5.2024 -
Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms
Julkaistiin: 22.5.2024 -
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
Julkaistiin: 3.5.2024 -
Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
Julkaistiin: 10.4.2024 -
Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
Julkaistiin: 27.3.2024 -
Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
Julkaistiin: 15.3.2024 -
Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
Julkaistiin: 1.3.2024 -
Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
Julkaistiin: 14.2.2024 -
Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
Julkaistiin: 24.1.2024 -
Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel
Julkaistiin: 10.1.2024 -
Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz
Julkaistiin: 14.12.2023 -
Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells
Julkaistiin: 28.11.2023 -
Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson
Julkaistiin: 24.11.2023 -
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Julkaistiin: 15.11.2023 -
Ep 70: Adviser Tech Trends from Across the Pond
Julkaistiin: 10.11.2023 -
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Julkaistiin: 1.11.2023 -
Ep 68: Between a rock and St. James's Place
Julkaistiin: 19.10.2023 -
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Julkaistiin: 18.10.2023 -
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Julkaistiin: 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.
