Adviser 3.0: The Podcast

In our next episode, Abraham is joined by James de Lisle Wells to discuss 'The Joys & Pains of Going Solo'. 🗣️ You'll get insight into frustrated successors, managing the legacy of a business and knowing when it's 'right' to start your own business, as well as hearing what's next for de Lisle Financial Planning.

Join us on an exciting journey in this podcast episode, as Abraham Okusanya delves into Brett Davidson's groundbreaking whitepaper, 'How To Solve The Scale Problem (in financial planning businesses)'. The duo cover: making an impact, scaling up your business and rewriting the status quo. You won't want to miss it! ✨🚀

Dan Martin, Managing Director of MDM Wealth, joins Abraham for a chat on the dynamics of joining and taking over ownership of a family financial planning business. He also sheds light on how the exit was funded, what the business looks like today and the strength of being a young adviser in today's industry.

In early September 2023, the Timeline leadership team embarked on an inspiring journey to California, attending two significant conferences in the heart of technological innovation: Saastr and FUTUREPROOF. This experience notonly offered us valuable insights into financial advisory technology trends but also provided a unique opportunity for team bonding. Here's a glimpse of the key takeaways...

Join Abraham Okusanya for a new episode of Adviser 3.0: The Podcast. In this episode he is joined by guests, Jacqueline Lockie CFP™ & Philippa Hann, discussing how technology is used to enhance professional connections between Financial Planners and accountants/lawyers. 

Join Abraham Okusanya for a bonus episode on St. James's Place. On Friday 13th October 2023, SJP market shares fell by over 20%,, as well as losing 46% of its market cap over recent months and why it's had no choice but to cut its fees.

In this episode, Abraham Okusanya is joined by Mike LeGassick (Behavioural Investment Coach and Author) for a fascinating episode on financially educating clients. Mike sheds light on the crucial significance of framing questions adeptly, particularly when broaching complex subjects like the risk ladder and the stock market with clients. Their discussion underscores how the choice of language can...

Tune in for an episode with Abraham Okusanya and his guest, Paul McCoubrey (Director & Financial Planner of Navigate IFA). Paul sheds light on what Navigate IFA looks like today and where it all started, the importance of clients understanding the service you deliver and the significance of rationalising success. Don't miss out on this insightful episode!

In this episode, Abraham Okusanya is joined by Karen Ritchie, owner of Karen Ritchie Financial Planning . In this engaging discussion, Karen shares her inspiring journey from accountant to financial adviser, detailing her training under Rory Percival. She also shares valuable insights on branding, tailored client communication, solo entrepreneurship, and the importance of building a supportive net...

Here's the first episode of our podcast under our new name, 'Adviser 3.0: The Podcast'. Today Abraham is joined by Alex Whitson, Managing Director at VouchedFor, for a brilliant episode. Alex provides insights into his early career and where he started out, to where he is today.

Join Abraham Okusanya for an insightful episode with Lloyd Davies, owner of RockWealth Aberdeen. Here’s what is covered in the episode: 19 years in Financial Services and what that looks like Two questions to consider when taking the next step in business The entrepreneurial journey and ‘getting permission’ The power of the press and social media What’s next for RockWealth Aberdeen

The set up of the firm that enables Kevin to focus on being a ‘high-value adviser’ to his clients The joys and pains (but mostly joys) of setting up a firm from the scratch  Hard lessons on how NOT to do financial planning  The productivity battle - boutique vs. larger firms Shaping your tech stack What's next for Oak Four

This week we are joined by Jonathan Gunby, Chief Executive of Transact, for a fantastic episode on all things tech. Here’s what is covered in the episode: How Jonathan came to join Transact - from CTO to CEO Where does Integrafin fit in Does Transact really have no competitors? Ian Taylor & the legacy he left behind Is there a benefit to not being outsourced? How will the market evolve in the...

As awareness and concerns for environmental, social, and governance (ESG) issues continue to grow, there has been a significant surge in demand for ESG investing. Financial advisers and investors are increasingly interested in incorporating ESG considerations into their investment strategies. However, the actual impact of ESG investing on the real world is still a subject of debate. Hosted by Nick...

Are you an ambitious financial planning firm owner/manager with an aspiration to exceed £5m in revenue over the next 5 years? Then, you'll want to hear from our panel of heavyweights - Gaynor Rigby, Tim Horrocks & Alan Smith. This episode was recorded live at 'Adviser 3.0: Change Agents' in May 2023. The audio quality is poorer compared to previous episodes due to the recording cir...

This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice.  The session is moderated by Timeline’s very own Kate Ph...

Abraham chats to Jo Little (CEO) and Alfie Mullan at Emery Little, providing insight into leadership, the dynamics of a family business and why retirement is a young person’s game! Make sure to catch this episode.

Join Abraham in a captivating conversation with Andrew and Sarah Elson, owners of Berry & Oak. From their humble beginnings in a bank to running their successful business, they share their journey, discuss the power couple dynamics, team growth, operations, marketing strategies, financial planning, and exciting plans for the future. Tune in for inspiration and valuable insights into the thrivi...

Join us on this captivating episode of Retirementals as we have the privilege of hosting Gretchen Betts, a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a highly successful internal succession at Magenta Financial Planning. Prepare to be captivated by Gretchen's insights, as...

Abraham chats to the vibrant multi award-winning Warren Shute, covering: Where he started out, studying accountancy & early career The beginning of Lexington Wealth Management How to deliver a congruent service to clients The importance of proactive communication Why Warren is not looking to sell his business The launch of Warren’s new financial planning coaching programme ChatGPT, AI & wh...

Abraham chats to Julian Gilbert, Founder & Director of Wealth Matters, covering: Where he started out, going to Australia & being inspired to be a Financial Adviser How Wealth Matters started in 2001 The figures & staff behind the successful business What does Julian put success down to? The significance of a Graduate Programme The role of women in Financial Services What the future ho...

Abraham chats to Matthew, Director at Vertus Capital, on his journey to date covering: How did Vertus Capital get to where it is today? Moving his family from South Africa to the UK with no possessions The funding journey Case Study Scenario: The process of selling a business The two steps to every deal As a firm owner looking to sell, what should you be alert to right now? What the future holds f...

Abraham chats to Dom and Jonathan from Expert Wealth Management about their journey, covering: How Jonathan and Dom started out and met The start of Expert Wealth Management When 3 became 2 & the team behind the success The significance of bringing the next generation through The challenges of running a business & recruitment What happens next…& the question of succession The client ad...

Abraham chats to the esteemed Catherine Morgan about her journey in financial services, covering: How she got into the world of financial planning & coaching What does money mean to different people? The psychology behind people’s relationships with money What is ‘wealth’? How life and trauma shape behaviour The 5 money types Building a brand & finding your ‘why’

In episode 49, Abraham chats to Steve Martin about his journey in financial services, covering: Where he started out in the industry The moments that defined his career Starting Smart Financial, the Training Academy and Smart International Bouncing off problems in business Learning to understand yourself before understanding others His choice to move to Spain and start again What Steve would say t...