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Adviser 3.0: The Podcast
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businessinvesting

Adviser 3.0: The Podcast

Hosted by Abraham Okusanya · 🇺🇸 US · EN · 142 episodes

Where this show ranks

Episodes
142
Last ep.
9 days ago
Avg length
46m
Booking Probability™
35
Stretch.
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Estimated audience
,
Audience size not yet estimated
Listen Score
30
Niche reach.
Virality (30d)
53
Steady cadence.

Pitch Analysis

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Required Pod Score
80/ 100
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Best topics to pitch
businessinvesting

About this podcast

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.

businessinvesting

About the host

Abraham Okusanya hosts Adviser 3.0: The Podcast, a business show with 142 episodes published.

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Recent episodes

Our AI reads these to draft pitches

Ep.134 - The Breath Moment: Olivia Maynard on Building a Business Around People, Not Job Boxes

Jun 3, 202641m0

Olivia Maynard is Managing Director at TFP Financial Planning in Essex. In this episode, she shares how she went from school leaver to MD without ever planning it that way, why she stepped away from financial planning in

Show notes

Sunset Studio Sessions - CEO Perspectives: Key Trends for Advisers in 2026

May 29, 202639m0

Three CEOs. One stage. The biggest questions facing adviser businesses right now. Recorded live at Adviser 3.0 2026, this is the first of our Sunset Studio Sessions — a series of four panel conversations captured on stag

Show notes

Ep.133 - Doing It Your Way: Tara Maynard on Imposter Syndrome, Culture, and Making Partner

May 20, 202635m0

A career built without a degree, a partnership earned without shortcuts, and a profession that risks losing its soul to consolidation. In this episode of Adviser 3.0, Kate Phillips is joined by Tara Maynard, Partner and

Show notes

SoapBox Ep.6 - Scrap the Triple Lock, Quit the Big Firm & Master Your Money Mind

May 13, 202657m0

The triple lock is costing us 7% of GDP by 2070. Advisers are overpaid, or are they? And your money personality was probably set before you turned 10. In this episode of SoapBox, Matt Pitcher and Abraham Okusanya are joi

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Ep.132 - Buy Low, Flip High and Hope for the Best: Ed Dymott on Why Consolidation Is Broken

Apr 29, 202646m0

Ed Dymott, CEO of Benchmark Capital, joins Abraham Okusanya to challenge the logic behind a decade of advice firm consolidation. The old playbook of buying IFA practices cheap and selling the whole thing at a premium was

Show notes

Ep.131 - The Ethics of Owning Everything: Dominic Thomas on Indexing, Capitalism and Conscience

Apr 15, 202653m0

What does it mean to own "the whole market" when parts of it make you uncomfortable? Dominic Thomas, founder and principal of Solomon's IFA, joins Abraham to challenge some of the orthodoxies of financial planning. A fee

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Ep.130 - The Retirement Lie: Dan Haylett on Purpose, Identity and the Second Half

Apr 8, 202648m0

What if retirement is not the reward you think it is? In this episode, Dan Haylett joins the show to challenge one of the biggest assumptions in financial planning. That retirement is a destination. A number. A finish li

Show notes

SoapBox Ep.5 - £2.2 Trillion Idle, Mag Seven Panic & the Behavioural Wrecking Ball

Apr 1, 202648m0

Matt Pitcher and Abraham Okusanya are back on the Soapbox with no guest, no filter, just two advisers getting into the numbers that matter. This episode they dig into the Dimson, Marsh & Staunton Global Investment Return

Show notes

Ep.129 - Would You Buy the Firm You Work For? Chris Palmer on Equity and Progression

Mar 25, 202651m0

Chris Palmer’s career didn’t start in financial services, and it nearly didn’t happen at all. From the Navy to banking during the financial crisis, Chris worked his way into financial advice before making a move that wou

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Ep.128 - Bought Out, Pushed Out, or Wheeled Out: Brian Hill on the Reality of Exits

Mar 18, 202653m0

In this episode, we’re joined by Brian Hill, founder of Pathfinders and author of Everyone Exits: You’re Either Bought Out, Pushed Out, or Wheeled Out® Brian shares what really happens when financial planning firms go to

Show notes

Ep.127 - Limiting Beliefs Limit Businesses: David Gibson on Mindset and Impact

Mar 11, 202639m0

In this episode, David Gibson, Managing Director of Gibson Financial Planning, joins the podcast to discuss how mindset, values and purpose influence the growth of a financial planning business. David shares how his firm

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Ep.126 - You Built It. Can You Afford to Sell It? Louise Jeffreys on M&A and Market Reality

Mar 4, 202659m0

You Built It. Can You Afford to Sell It? In Episode 126, Louise Jeffreys joins the show to discuss M&A, valuations and the market forces reshaping financial planning. We explore what firms are actually selling for, how b

Show notes

SoapBox Ep.4 - Financial Advice at the AI Crossroads: Empathy, Expertise, and Human Touch in the Agentic Era

Feb 25, 202650m0

Financial Advice at the AI Crossroads: Empathy, Expertise, and Human Touch in the Agentic Era In this episode of Soapbox, Matt, Abraham and Philippa Hann explore the evolving role of artificial intelligence in financial

Show notes

Ep.125 – Taking the Risk to Lead: Andy Hounsell on Multiplying Talent and Scaling Purposefully

Feb 18, 202633m0

What does it look like to build a financial planning firm that is not designed to be sold? In this episode, Abraham sits down with Andy Hounsell, Managing Director of Beyond Finance, to explore stewardship over ownership

Show notes

Ep.124 - He Built Clients, a Following, Then a Second Business: Ian Dempsey on Doing Advice Differently

Feb 11, 202635m0

In Episode 124 of Adviser 3.0, we are joined by Ian Dempsey to explore what it really takes to build a modern advice business. From going independent and finding his voice, to using content with intent rather than chasin

Show notes

Ep.123 - Internal Succession That Works: Ashton Chritchlow on Leadership, Equity and Sustainable Growth

Feb 4, 202652m0

In this episode of Adviser 3.0 The Podcast, Abraham is joined by Ashton Chritchlow, Managing Director and owner of IFC Max, to unpack one of the rarest outcomes in financial advice: internal succession that genuinely wor

Show notes

Ep.122 – Growth Problems Are Leadership Problems: Sasha Wakefield on Decisions That Stall or Scale Growth

Jan 28, 202640m0

In this episode of Adviser 3.0 The Podcast, we are joined by Sasha Wakefield, founder of The Paraplanner Project, to explore what growth really looks like behind the scenes of a modern advice business. Sasha shares her j

Show notes

SoapBox Ep.3 - Passive Investing Didn’t Break Markets, It Exposed Active Management

Jan 23, 202636m0

SoapBox Ep.3 - Passive Investing Didn’t Break Markets, It Exposed Active Management Hosts Abraham and Matt are joined by Carla Brown, President of the Personal Finance Society, for an unfiltered discussion on markets, be

Show notes

Ep.121 - The Conversation Most Firm Owners Avoid: Alasdair Walker on Ownership and Control

Jan 21, 202649m0

In the episode of Adviser 3.0: The Podcast, we speak with Alasdair Walker, Managing Director and owner of Optimum Financial Planning, about the conversation most firm owners delay for too long: ownership and control. Ala

Show notes

Ep.120 - How High Performers Approach Growth: Ross Anderson on Mind, Performance and Behaviour

Jan 14, 202644m0

In this episode of Adviser 3.0 The Podcast, we sit down with psychologist and human optimisation specialist Ross Anderson to explore how high performers approach growth. Ross unpacks the relationship between mind, perfor

Show notes

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Audience demographics

Age
25-54
Consumer type
Professionals & Founders

Topics covered

businessinvesting

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Frequently asked questions

How do I pitch Adviser 3.0: The Podcast as a podcast guest?

Adviser 3.0: The Podcast has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.

Who is the host of Adviser 3.0: The Podcast?

Adviser 3.0: The Podcast is hosted by Abraham Okusanya. The show is categorised under business (investing) and has published 142 episodes.

How many episodes does Adviser 3.0: The Podcast have?

Adviser 3.0: The Podcast has published 142 episodes.

What topics does Adviser 3.0: The Podcast cover?

Adviser 3.0: The Podcast regularly covers business, investing. It sits in the business category, with a investing focus.

Is it hard to get booked on Adviser 3.0: The Podcast?

Adviser 3.0: The Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.

Is Adviser 3.0: The Podcast currently accepting guest pitches?

Adviser 3.0: The Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.

How long are Adviser 3.0: The Podcast episodes?

Episodes of Adviser 3.0: The Podcast average 46 minutes. a focused format where a clear narrative arc and tight preparation matter most.

What guest credentials does Adviser 3.0: The Podcast typically look for?

Our data rates Adviser 3.0: The Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.

Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 8 days ago.

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