Hosted by Abraham Okusanya · 🇺🇸 US · EN · 142 episodes
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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.
Abraham Okusanya hosts Adviser 3.0: The Podcast, a business show with 142 episodes published.
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
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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
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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
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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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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
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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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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
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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
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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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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
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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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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
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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
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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
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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
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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
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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
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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
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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
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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
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Adviser 3.0: The Podcast is hosted by Abraham Okusanya. The show is categorised under business (investing) and has published 142 episodes.
Adviser 3.0: The Podcast has published 142 episodes.
Adviser 3.0: The Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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.
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.
Episodes of Adviser 3.0: The Podcast average 46 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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