Adviser 3.0: The 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.

Adviser 3.0: The Podcast is a business podcast hosted by Abraham Okusanya, with 154 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Abraham Okusanya hosts Adviser 3.0: The Podcast, a business show with 154 episodes published.

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  Adviser 3.0: The Podcast

  BONUS: This Summer on Adviser 3.0

  Sep 2, 202655 min

  A bonus episode, and a look back at the standout conversations from across Adviser 3.0 and its sister show, SoapBox. Six moments worth a second listen. Nick Hutchings of Rockwealth on care fees, the annuities that pay for them, and why a fixed fee changes the whole conversation. Caroline Hawkesley of Craven Street Wealth on the cash sitting on platforms, and whether clients are getting their fair share of the interest. Victoria Hicks of Melo on the growth wobble, and why the hardest decisions a firm owner makes are always about people. Michelle Hoskin on why, after decades, advisers are starting to walk away from one of the biggest names in the business. Rob Edwards of Morningstar on the mega-cap IPOs that dominated the headlines, and why the reality is a lot smaller than the noise. And Victoria returns with her colleague Gaynor Rigby for a thoughtful back and forth on the advice gap, what it really is, and how the profession might close it. Every conversation is available in full wherever you listen. Adviser 3.0 returns to its regular schedule next week.

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  Adviser 3.0: The Podcast

  Ep.139 - No Clients, No Book, No Blueprint: Matt Abouzeid & Mohneet Dhir on Building &together

  Aug 26, 20261 hour

  What does it take to walk away from a secure, senior role at one of the world's biggest asset managers and start again with nothing? Matt Abouzeid (Co-Founder and Managing Director) and Mohneet Dhir (Co-Founder and Chief Investment Officer) came from Vanguard, where they helped shape how the UK invests. Matt spent fifteen years there, building the largest book of business in Vanguard's European operation. Mohneet was a senior leader in the multi-asset team behind the LifeStrategy range, used by hundreds of thousands of UK investors. Then they left it all to build &together, an independent financial planning firm for founders and entrepreneurs, from a blank sheet of paper. No clients. No book. No blueprint. In this episode, hosts Abraham Okusanya and Kate Phillips draw out the full, unvarnished story of the leap: the twelve-month countdown to handing in their notice, the decision to go while Mohneet was on maternity leave, and the single question that tipped the balance, whose dream are you living? They get into the practical machinery too, why they chose a network over going directly authorised, how they modelled two years without income, and the discipline of sense-checking every line of a start-up budget. From there the conversation turns to the hardest part of all: winning clients from zero. Matt and Mohneet share how they grew out from concentric circles of people who already trusted them towards a genuine inbound engine, the difference between a polite introduction and true advocacy, and what it felt like to land in a competitive tender against a long-established chartered firm. They are candid about the war wounds, the marketing money they would spend differently, the constant pull between a young family and a young business, and how they think about fees, investment philosophy, and building a firm optimised for client outcomes rather than margin. It is a rare, honest look inside the first ten months of a brand-new advice firm, and essential listening for anyone who has ever wondered whether they could do the same.

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  Adviser 3.0: The Podcast

  SoapBox Ep.11 - Do Women Build Better and Men Build Bigger? Advice Gap Row, and Millionaire Exodus

  Aug 19, 20261h 17m

  Women run some of the best businesses in financial services. So why do men still run the biggest ones, and why does around eighty percent of private equity investment still flow to all-male boards? That is where this episode of SoapBox begins. Abraham Okusanya and Matt Pitcher are joined by Victoria Hicks, CEO of Melo, and Gaynor Rigby, COO of Melo, for three of the most divisive questions in the profession right now. They open with the zero-to-a-billion rise of Amber River, the leaders nobody sees, and the labels that trail ambitious women. Then comes the advice gap: as Vanguard rolls out targeted support and JP Morgan writes down more of its Nutmeg bet, should the bar to give advice fall to a Level 2 qualification, or would you no more accept a Level 2 adviser than a Level 2 doctor? Finally, the millionaire exodus, and whether Britain is quietly taxing its wealth creators onto the next flight to Dubai. Three topics, no fence-sitting, and a room that refuses to agree.

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  Adviser 3.0: The Podcast

  Ep.138 - Reflecting the Market or Reshaping It? Robert Edwards on Mega-Cap IPOs and Index Rules.

  Aug 12, 202658 min

  When SpaceX entered the US total market index, some of the coverage asked whether index providers were reshaping the market rather than simply reflecting it. Rob Edwards, Global Head of Product and Research at Morningstar Indexes, has a blunter view of the job: accurately reflect the passive composition of the market, and let the market do the rest. In this episode, Abraham Okusanya and Timeline's Laurentius van den Worm sit down with Rob to unpack what actually happens when a giant private company finally goes public, why its weight starts tiny and climbs as lock-ups expire, and whether anyone can systematically profit from those mechanics. From there the conversation opens out into the questions advisers keep asking: is passive investing really passive if researchers and boards decide what goes in? Does indexing distort price discovery, or make it more efficient? And how worried should we be about concentration when a handful of names now drive most of the market's return? Rob also takes us inside Morningstar's acquisition of CRSP, the University of Chicago dataset with more than 65 years of market history, and makes the case for challenging an index industry he argues has grown on inertia and price rises rather than innovation. Along the way: capping and home bias, the reset in sustainable investing, why peer-group benchmarks flatter active managers, and the private markets frontier that could one day let retail investors buy in before the next SpaceX lists. A sharp, practical listen for advisers who want to understand what really sits under the funds their clients hold.

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  Adviser 3.0: The Podcast

  Ep.137 - Sold. Regretted. Changed the Game: Victoria Hicks on the Exit Most Advisers Get Wrong

  Jul 29, 202653 min

  Victoria Hicks knows what a bad exit feels like! She sold her chartered financial planning firm in 2018, watched the culture collapse within weeks of completion, and spent the years that followed working out why so many sales go wrong. Today, as Founder and CEO of Melo, she's done over 100 transactions and helps firms grow, sell, and build with the end in mind. In this episode, Abraham sits down with Victoria to explore the real barriers to growth in financial planning firms, from owner mindset and the advisor-to-leader transition, to the financial reporting gaps that leave businesses exposed. Victoria also digs into what buyers actually look for, why internal exits are underused, and how Project Exit is opening up the M&A market for privately owned firms.

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