Adviser 3.0: The Podcast
Podcast tekijän mukaan Abraham Okusanya - Keskiviikkoisin
Kategoriat:
92 Jaksot
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Ep 52: Problem Solver!
Julkaistiin: 29.3.2023 -
Ep 51: Experts in Our Mighty Profession
Julkaistiin: 16.3.2023 -
Ep 50: Not Just a State of Mind, But Being!
Julkaistiin: 3.3.2023 -
Smart by name, Smart by nature
Julkaistiin: 15.2.2023 -
Guaranteed Income - JUST Special
Julkaistiin: 1.2.2023 -
Bond Brawl: Nick Lincoln vs. Abraham Okusanya
Julkaistiin: 25.1.2023 -
Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker
Julkaistiin: 11.1.2023 -
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!
Julkaistiin: 21.12.2022 -
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.
Julkaistiin: 9.12.2022 -
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.
Julkaistiin: 23.11.2022 -
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!
Julkaistiin: 2.11.2022 -
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!
Julkaistiin: 19.10.2022 -
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!
Julkaistiin: 5.10.2022 -
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!
Julkaistiin: 14.9.2022 -
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!
Julkaistiin: 2.9.2022 -
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!
Julkaistiin: 3.8.2022 -
Ep 36 - Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & more
Julkaistiin: 13.7.2022 -
Ep 35 - Simonne Gnessen chats to Abraham Okusanya about her role as a Financial Coach, targeting the gap in the market for lower income clients and why there is a bias towards the profession.
Julkaistiin: 29.6.2022 -
Ep 34 - Jason Mountjoy enlightens Abraham on why Clarity is capping their growth, the significance of company culture, the importance of tech and much more!
Julkaistiin: 15.6.2022 -
Ep 33 - Steven Rowe chats to Abraham Okusanya about how to attract new clients without marketing, the structure of Lucent and his latest investment proposition!
Julkaistiin: 1.6.2022
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.
