Adviser 3.0: The Podcast

Every financial adviser will face the inevitable decision to exit their business, but how do you ensure it’s on your terms? In this episode of Adviser 3.0, host Abraham Okusanya sits down with Jon Slater, an experienced financial planner who successfully navigated the sale of his firm, Manse Capital. Together, they explore the challenges, decisions, and strategies involved in preparing a business...

In this episode, Abraham interviews Dan Boden, a Chartered Financial Planner and founder of Abode Financial Planning. Dan takes us through his inspiring journey of launching and growing his firm, offering valuable insights into the entrepreneurial side of financial planning. He shares the challenges and victories of starting a business, the importance of trust-based client relationships, and his s...

Join Abraham and George Kinder as they discuss the future of financial planning with a focus on mindfulness, personal freedom, and living in the moment. George shares insights from his new book, The Three Domains of Freedom, exploring how freedom unfolds in each moment, throughout life, and within society. They dive into the three key questions that help clients discover true freedom, the role of...

🎙️ In this episode, we sit down with Roland Whyte, CEO of Nokkel, to dive deep into the critical role property plays in financial planning, especially as clients near retirement. 🏠💼 Roland shares his expert insights on how property, often the largest asset individuals own, is frequently overlooked in retirement strategies and explains why integrating it can significantly enhance wealth managemen...

In this episode, Abraham Okusanya talks with Matthew Hutton, author of Your Last Gift , about the importance of planning for death. Matthew shares his personal journey and discusses the practical steps—like creating wills and letters of wishes—that can help ease the burden on loved ones. They also explore the role financial advisers play in guiding these sensitive conversations. Key Takeaways: Pla...

In this episode, Abraham sits down with David Hole to explore the world of non-regulated financial planning and his journey from being a financial advisor to becoming a money coach. David shares his motivations behind this career shift and offers insights into the value of non-regulated financial planning and the growing role of money coaching. We discuss the impact of timeline software, the impor...

In this episode, hosted by Abraham Okusanya, Mary Waring shares her inspiring journey from mortgage adviser to running a solo financial advice practice. Discover why she chose to charge fixed fees, the challenges she faced with regulatory issues, and the importance of specialising in a niche market. Mary also offers valuable insights into the art of financial planning, including the crucial role o...

In this episode, Jamie Gordon and Emma Barclay, the dynamic duo behind Lynas Vokes Wealth Management, share their journey in financial planning and the growth of their Lincolnshire-based firm. They discuss the critical role of nurturing the next generation of advisers and the importance of continuous improvement. Tune in to learn why investing in education, maintaining independence, and a client-f...

Tune in for an insightful conversation with Neil Cowell, former head of UK distribution at Vanguard, as he shares his experiences of transforming Vanguard UK from a small start-up into a major force in the asset management industry. Neil delves into the evolving role of financial advisers, the critical importance of strong leadership, and why prioritising client needs is more vital than ever. Disc...

Join us as Guy Skinner, Managing Director of Citygate Financial Planning, reveals his journey into financial planning and the impact of his early experiences with money. He shares his insights on the importance of teaching children about financial literacy, the challenges in connecting with clients, and the evolution of his business philosophy. Guy discusses how building credibility and leveraging...

Join Charles Hall and host Abraham Okusanya as they dive into the current challenges facing the UK equity market and explore innovative solutions to reinvigorate investment. With pension funds favoring global assets and a decline in listed UK companies, the conversation highlights key strategies like increasing local equity investments, introducing a UK ISA, and reforming stamp duty. Discover how...

Join Katherine Waller and Ollie Saiman, founders of Six Degrees, as they delve into their journey in financial services and the creation of their wealth management firm. Discover how their independent approach offers superior quality advice and addresses the high net worth advice gap with purpose-driven wealth planning. From navigating regulatory challenges to developing a unique investment philos...

In this episode, James Dent, founder of The Family Elephant , delves into the complexities of cascading wealth across generations and the crucial role of effective communication in family planning. He discusses the consequences of poor planning, such as family disputes and inadequate wealth protection, and introduces The Family Elephant proposition, which merges financial planning and legal expert...

Caroline Hawkesley, UK Managing Director of Progeny, discusses her journey in financial services and the growth of Progeny as an independent financial planning firm. She highlights the importance of defining the financial planning profession and the need to attract the next generation of advisers. Caroline also explains Progeny's acquisition strategy and how they integrate acquired businesses...

Simon Rogerson, Founder and CEO of the Octopus Group, shares the story of how he founded Octopus and the challenges they faced in the early days. He emphasises the importance of trust and simplicity in the financial services industry and how Octopus aims to build businesses that prioritise customer happiness. Rogerson also discusses the success of Octopus Energy and their disruptive force in the e...

Platforms 1.0 and 2.0 were not fit for purpose, but platform 3.0 is a true revolution. It prioritises the adviser-client relationship and allows for a fully digital proposition. The data fragmentation and lack of API integration in platform 2.0 led to a dysfunctional ecosystem. Platform 3.0 aims to align with advisers and their clients, moving control of the market closer to the customer. The comm...

In this episode, Abraham interviews Amyr Rocha Lima, the managing director of Strategic Wealth Partners. They discuss the journey of young financial planners and the challenges they face in the industry. They also explore the trend of frustrated succession plans and the reasons behind their failure. Amyr shares his own experience of starting his own financial planning firm and the vision behind St...

Dennis Hall and Sarah Steele share their career journeys and the evolution of Yellowtail Financial Planning. Dennis started in direct sales and eventually transitioned to fee-based financial planning. Sarah joined Yellowtail after struggling to find part-time work in the industry. Together, they have transformed the business and focused on client-centric financial planning. They discuss the challe...

Nik Marsh, the managing director of Ashlea Financial Planning, shares his journey of transitioning from a career in high finance to financial planning and navigating the process of internal succession planning. He discusses his background, the challenges he faced, and the importance of finding a different way to provide financial advice. The conversation explores the role of Diane Weitz, the found...

Loic Fonteneau, Investment Director at Blackfin, discusses the influx of capital into the financial advice and wealth management space, particularly in the form of venture capital backing technology firms. He shares his background in VC and how he came to join Blackfin. Loic explains the differences between private equity and venture capital, highlighting the focus on majority ownership and contro...

Join Abraham Okusanya as he chats with Pete Matthew, CEO of Jacksons Wealth Management & Financial Planner. Discover the fascinating history of Jacksons as it celebrates its centenary milestone, and learn how Pete emphasises building a business centred around people. Uncover insights into the power of business as a tool for making a difference and pushing boundaries.

In episode 77, Abraham Okusanya is joined by Samantha Secomb, a chartered financial planner and founder of Women's Wealth. Don't miss this incredibly insightful episode where Samantha shares her journey and insights into women seeking financial advice. She discusses her innovative business strategy likening financial advice to a gym membership, the importance of certainty, and why women ar...

Tune in as Abraham Okusanya engages in a compelling conversation with Sean McDermott, Director & Chartered Planner at Lightside Financial Planning. Sean's unique journey from DJ to successful Financial Planner unfolds, from his early days at Lloyds TSB to entrepreneurship. Don't miss the insights and inspiration in this episode! Find out more information on each episode via our website...

Join us for our latest episode on 'Fixing Adviser Tech Integration & Data Aggregation Headaches', where Abraham is joined by Nicky Sevel (Founder of Woven Advice).

In this episode, Abraham Okusanya is joined by the guys behind the new business, Finova Money - Scott Millar, Rob Bell & Rob Schwarz. They shed light on their bad introductions to the profession, what made them take the step towards creating their own business and what the first few months since launch have been like.