Adviser 3.0: The Podcast
By Abraham Okusanya
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Category: Investing
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Episodes: 156
Description
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.
| Episode | Date |
|---|---|
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BONUS: This Summer on Adviser 3.0
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Sep 02, 2026 |
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Ep.139 - No Clients, No Book, No Blueprint: Matt Abouzeid & Mohneet Dhir on Building &together
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Aug 26, 2026 |
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SoapBox Ep.11 - Do Women Build Better and Men Build Bigger? Advice Gap Row, and Millionaire Exodus
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Aug 19, 2026 |
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Ep.138 - Reflecting the Market or Reshaping It? Robert Edwards on Mega-Cap IPOs and Index Rules.
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Aug 12, 2026 |
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SoapBox Ep.10 - The Cull Begins, SJP's Crumbling Moat and £1bn Platform Tech Losses
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Aug 05, 2026 |
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Ep.137 - Sold. Regretted. Changed the Game: Victoria Hicks on the Exit Most Advisers Get Wrong
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Jul 29, 2026 |
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SoapBox Ep.9 - The Wealth Tax Fantasy, Platforms Skimming Cash & Woodford Won't Quit
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Jul 22, 2026 |
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Ep.136 - Niche Down, Charge Fixed, Stand Alone: Nick Hutchings on Fees, Care Costs and Purpose
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Jul 15, 2026 |
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Sunset Studio Sessions - In Conversation with Gary Paulin
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Jul 08, 2026 |
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SoapBox Ep.8: Dying on the Wrong Day: Pension IHT, the SpaceX IPO and Deepfake Billions
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Jul 01, 2026 |
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Sunset Studio Sessions - The Empathy Delusion: AI Is the Real Threat to Financial Advisers
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Jun 24, 2026 |
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Ep.135 - Life Is Not a Rehearsal: Keith Butten on EOTs, Fees and Life Beyond the Money
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Jun 17, 2026 |
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Sunset Studio Sessions - Conspiracist or Realist? A Debate on Gold, Bitcoin and Investing for a Changing World Order
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Jun 10, 2026 |
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Ep.134 - The Breath Moment: Olivia Maynard on Building a Business Around People, Not Job Boxes
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Jun 03, 2026 |
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Sunset Studio Sessions - CEO Perspectives: Key Trends for Advisers in 2026
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May 29, 2026 |
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Ep.133 - Doing It Your Way: Tara Maynard on Imposter Syndrome, Culture, and Making Partner
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May 20, 2026 |
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SoapBox Ep.6 - Scrap the Triple Lock, Quit the Big Firm & Master Your Money Mind
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May 13, 2026 |
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Ep.132 - Buy Low, Flip High and Hope for the Best: Ed Dymott on Why Consolidation Is Broken
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Apr 29, 2026 |
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Ep.131 - The Ethics of Owning Everything: Dominic Thomas on Indexing, Capitalism and Conscience
|
Apr 15, 2026 |
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Ep.130 - The Retirement Lie: Dan Haylett on Purpose, Identity and the Second Half
|
Apr 08, 2026 |
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SoapBox Ep.5 - £2.2 Trillion Idle, Mag Seven Panic & the Behavioural Wrecking Ball
|
Apr 01, 2026 |
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Ep.129 - Would You Buy the Firm You Work For? Chris Palmer on Equity and Progression
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Mar 25, 2026 |
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Ep.128 - Bought Out, Pushed Out, or Wheeled Out: Brian Hill on the Reality of Exits
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Mar 18, 2026 |
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Ep.127 - Limiting Beliefs Limit Businesses: David Gibson on Mindset and Impact
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Mar 11, 2026 |
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Ep.126 - You Built It. Can You Afford to Sell It? Louise Jeffreys on M&A and Market Reality
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Mar 04, 2026 |
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SoapBox Ep.4 - Financial Advice at the AI Crossroads: Empathy, Expertise, and Human Touch in the Agentic Era
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Feb 25, 2026 |
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Ep.125 – Taking the Risk to Lead: Andy Hounsell on Multiplying Talent and Scaling Purposefully
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Feb 18, 2026 |
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Ep.124 - He Built Clients, a Following, Then a Second Business: Ian Dempsey on Doing Advice Differently
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Feb 11, 2026 |
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Ep.123 - Internal Succession That Works: Ashton Chritchlow on Leadership, Equity and Sustainable Growth
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Feb 04, 2026 |
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Ep.122 – Growth Problems Are Leadership Problems: Sasha Wakefield on Decisions That Stall or Scale Growth
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Jan 28, 2026 |
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SoapBox Ep.3 - Passive Investing Didn’t Break Markets, It Exposed Active Management
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Jan 23, 2026 |
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Ep.121 - The Conversation Most Firm Owners Avoid: Alasdair Walker on Ownership and Control
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Jan 21, 2026 |
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Ep.120 - How High Performers Approach Growth: Ross Anderson on Mind, Performance and Behaviour
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Jan 14, 2026 |
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Ep.119 - Fintech at Full Speed: Will Webber on Market Shifts, Strategy and Real-World Growth
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Dec 18, 2025 |
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SoapBox Ep.2 - Budget Theatre, FCA Hype-Type Revealer & AI Delusions and Write-Offs
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Dec 12, 2025 |
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Ep.118 - Two Decades of Progress: David Jones on Legacy, Leadership and the Future of the Profession
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Dec 10, 2025 |
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SoapBox Ep.1 - Flatlining Revenue & the Quiet Culling of Low-Value Clients: FCA Advice Data on How Consumer Duty is Reshaping Advice Economics
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Nov 28, 2025 |
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Ep.117 – Dissecting Market Concentration: And America’s Grip on Global Markets with Laurentius van den Worm
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Nov 14, 2025 |
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Ep.116 - Navigating the Maze: David Morrey on Risk, Regulation and the FCA’s Growth Agenda
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Oct 30, 2025 |
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Ep.115 - Meaning, Metaphor and Money: Mike LeGassick’s Guide to Client Conversations
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Oct 15, 2025 |
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Ep.114 - Family-First Finance: Where Family Values Meet Financial Advice with Samantha Challis
|
Oct 01, 2025 |
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Ep.113 - Beyond Asset Accumulation: Tom Morgan On Helping Clients Actually Enjoy Their Money
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Sep 17, 2025 |
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Ep.112 - Rebrand, Rebuild, Relate: Shadi Kirk’s Lessons in Evolving a Modern Advice Business
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Sep 03, 2025 |
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Summer Series #2: Samantha Russell
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Aug 20, 2025 |
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Summer Series #1: Dr. Daniel Crosby
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Aug 06, 2025 |
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Ep. 108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up
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Jul 28, 2025 |
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Ep. 111 - From Property to Pounds: Frankie Smith’s £25M Community-Led Wealth Journey
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Jul 23, 2025 |
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Ep. 110 - Special Episode: Fran Kinniry's Three Decades at the Heart of Vanguard
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Jul 09, 2025 |
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Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey
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Jun 26, 2025 |
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Ep. 107 - From Paraplanner to Owner: An MBO Success Story with Lisa Johnstone
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May 28, 2025 |
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Ep.106 - Elevating Women’s Wealth with Sarah Roughsedge of Eva Wealth
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May 07, 2025 |
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Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray
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Apr 23, 2025 |
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Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges
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Apr 09, 2025 |
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Ep.103 - Financial Planning For Elite Athletes with Patrick Foley
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Mar 26, 2025 |
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Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning
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Mar 12, 2025 |
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Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth
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Feb 26, 2025 |
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Ep. 100 - Integrating Lombard Lending into Holistic Financial Planning with David Newman
|
Feb 12, 2025 |
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Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier
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Jan 29, 2025 |
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Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next
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Jan 15, 2025 |
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Ep. 97 - Client Focused, Team Driven: Challenges and Triumphs in Financial Planning with Dan Boden
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Nov 27, 2024 |
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Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth
|
Nov 13, 2024 |
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Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success
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Oct 24, 2024 |
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Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning
|
Oct 02, 2024 |
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Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole
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Sep 18, 2024 |
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Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring
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Sep 04, 2024 |
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Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future
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Aug 21, 2024 |
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Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell
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Aug 14, 2024 |
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Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner
|
Aug 01, 2024 |
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Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt
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Jul 17, 2024 |
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Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees
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Jul 04, 2024 |
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Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection
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Jun 19, 2024 |
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Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development
|
Jun 05, 2024 |
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Leading with Trust and Empathy: Simon Rogerson of Octopus Group
|
May 24, 2024 |
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Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms
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May 22, 2024 |
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Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
|
May 03, 2024 |
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Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
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Apr 10, 2024 |
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Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
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Mar 27, 2024 |
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Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
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Mar 15, 2024 |
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Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
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Mar 01, 2024 |
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Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
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Feb 14, 2024 |
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Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
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Jan 24, 2024 |
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Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel
|
Jan 10, 2024 |
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Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz
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Dec 14, 2023 |
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Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells
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Nov 28, 2023 |
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Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson
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Nov 24, 2023 |
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Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
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Nov 15, 2023 |
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Ep 70: Adviser Tech Trends from Across the Pond
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Nov 10, 2023 |
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Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
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Nov 01, 2023 |
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Ep 68: Between a rock and St. James's Place
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Oct 19, 2023 |
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Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
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Oct 18, 2023 |
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Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
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Oct 04, 2023 |
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Ep 65: Financial Planning Through Life's Twists with Karen Ritchie
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Sep 20, 2023 |
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Ep 64: Elevating Adviser & Client Connections with Alex Whitson
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Sep 06, 2023 |
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Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
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Aug 16, 2023 |
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Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
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Aug 02, 2023 |
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Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology
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Jul 19, 2023 |
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Ep 60: Does ESG investing move the needle in the real world?
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Jul 05, 2023 |
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Ep 59: Growth Strategies for Ambitious Financial Planning Firms
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Jun 28, 2023 |
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Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips
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Jun 21, 2023 |
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Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)
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Jun 07, 2023 |
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Ep 56: Navigating your financial journey with Berry & Oak
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May 24, 2023 |
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Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers
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May 10, 2023 |
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Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
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Apr 26, 2023 |
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Ep 53: Destination Growth
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Apr 12, 2023 |
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Ep 52: Problem Solver!
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Mar 29, 2023 |
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Ep 51: Experts in Our Mighty Profession
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Mar 16, 2023 |
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Ep 50: Not Just a State of Mind, But Being!
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Mar 03, 2023 |
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Smart by name, Smart by nature
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Feb 15, 2023 |
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Guaranteed Income - JUST Special
|
Feb 01, 2023 |
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Bond Brawl: Nick Lincoln vs. Abraham Okusanya
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Jan 25, 2023 |
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Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker
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Jan 11, 2023 |
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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!
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Dec 21, 2022 |
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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.
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Dec 09, 2022 |
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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.
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Nov 23, 2022 |
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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!
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Nov 02, 2022 |
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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!
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Oct 19, 2022 |
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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!
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Oct 05, 2022 |
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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!
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Sep 14, 2022 |
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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!
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Sep 02, 2022 |
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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!
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Aug 03, 2022 |
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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
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Jul 13, 2022 |
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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.
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Jun 29, 2022 |
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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!
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Jun 15, 2022 |
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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!
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Jun 01, 2022 |
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Ep 32 - Chris Hayes joins Abraham Okusanya to discuss his report on 'The Passive Revolution' and all things Index Investing
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May 18, 2022 |
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Ep 31 - Carl Richards talks to Abraham about how to get comfortable with uncertainty, how his famous sketches came about, the impact of complex environments and much more...
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Apr 06, 2022 |
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Ep 30 - Abraham has a fantastic conversation with ‘The Father of Life Planning’ George Kinder, covering the importance of an emotional link with clients, the powerful question of freedom and much more
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Mar 23, 2022 |
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Ep 29 - Brett Davidson, Founder and CEO of FP Advance, discusses how he is helping advisers, what a start-up could potentially look like on £100k and his latest research paper!
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Mar 09, 2022 |
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Ep 28 - Heather Hopkins, one of the ‘big brains’ of the industry, discusses her latest MPS report...shedding light on the growing market, whether change is possible and other key takeaways!
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Feb 23, 2022 |
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Ep 27 - Brian Hill has an enlightening conversation with Abraham on exit strategies and acquisitions…plus inside knowledge on The City & Capital Group!
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Feb 09, 2022 |
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Ep 26 - Tina Weeks has an eye-opening discussion with Abraham, filling him in on what sparked her passion for life planning, maximising outcomes and performance and much more!
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Jan 26, 2022 |
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Ep 25 - Robin Wigglesworth launches into a lively and enthusiastic debate with Abraham, discussing his book 'Trillions', how big passive investing is today and much more...
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Jan 12, 2022 |
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Ep 24 – Catherine Williams discusses the latest DFA’s Global Adviser Survey, including what top firms look like and key trends occurring. Listen to find out more!
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Dec 15, 2021 |
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Ep 23 - Wade Pfau discusses his newly released 'Retirement Planning Guidebook' with Abraham Okusanya. Wade dives into retirement income styles, the effectiveness of different approaches and much more.
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Dec 01, 2021 |
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Ep 22 – Matthew Pitcher delves into the details of flat-fee structure, investment proposition and the adviser tech stack with Abraham Okusanya. Listen to the episode now!
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Nov 17, 2021 |
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Ep 21 – Michael Kitces discusses the outcomes of his latest survey on financial planning, trending adviser technology in America and direct indexing. Don’t miss this episode!
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Nov 03, 2021 |
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Ep 20 – Abraham speaks to David Jones from Dimensional, who discusses being a Master Trainer in mind mapping, the psychology behind retirement and the barrier towards advice. Don’t miss this episode…
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Oct 20, 2021 |
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Ep 19 – Robin Powell discusses his new book 'Invest Your Way To Financial Freedom', which provides top tips for those in their 20s and 30s. He looks at the role of passive investing...
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Oct 06, 2021 |
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Ep 18 – Philippa Hann dives into nitty gritty of the British Steel situation and the complexity of PI cover, including her own insight as a litigator for the Ombudsman...
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Sep 22, 2021 |
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Ep 17 – Owen Walker delves into the details of his book Built on a Lie, that takes a deep dive into the Woodford scandal, including the FCA loophole which enabled Woodford...
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Sep 08, 2021 |
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Ep 16 – Ola Abdul on the creation of Fundment, unpacking the £10m fundraising process, and the big news about Timeline’s partnership with Fundment…
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Aug 11, 2021 |
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Ep 15 - Bella Caridade-Ferreira, founder of Fundscape, gives Abraham the details about why she built the firm, Finscape - her joint venture with Altus, and much more…
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Jul 28, 2021 |
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Ep 14 – Sean Hagerty, Managing Director of Vanguard Europe, discusses the 10th anniversary of LifeStrategy Funds, the driver behind Vanguard’s foray into financial advice and what’s to come...
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Jul 14, 2021 |
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Ep 13 – Rowena Crawford discusses her work at the Institute for Fiscal Studies, her recent whitepaper on retirement saving, and her most significant research revelation…
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Jun 30, 2021 |
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Ep 12 – David Harvey on why he created Seccl, his views on adviser tech and the sale of Seccl to Octopus for £10m…
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Jun 16, 2021 |
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BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline.
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Jun 02, 2021 |
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Ep 10 - Rebecca Aldridge on growing from £0 to £100m+ in just 6 years with a flat fee planning model
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May 19, 2021 |
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Ep 9 – David Ferguson, founder and chief executive of Nucleus, gives his thoughts on the state of the industry, the sale of Nucleus to James Hay and his plans for the future.
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May 05, 2021 |
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Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong!
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Apr 21, 2021 |
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Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…
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Apr 07, 2021 |
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Ep 6 – Bill Bengen on the history of his research on the 4% rule, his latest thinking on the framework of current strategies and the role of inflation and market valuation on SWR today…
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Mar 24, 2021 |
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Ep 5– Sarah Newcomb on a behavioural economics and the research from her book Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind. Sarah discusses her research and key
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Mar 10, 2021 |
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Ep 4 – Tim Horrocks on his role at Rock Wealth, his work with Betafolio and how it helps with portfolio management, and how he invests his money…
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Feb 24, 2021 |
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Ep 3 - Alan Smith on his vision for the future, the importance of great tech and where he invests his money.
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Feb 10, 2021 |
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Ep 2 - Sarah Lord
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Jan 27, 2021 |
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Ep 1 - Paul Lewis
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Jan 05, 2021 |