Adviser 3.0: The Podcast

In this episode, Abraham interviews Dan Boden, a Chartered Financial Planner and founder of Abode Financial Planning. Dan takes us through his inspiring journey of launching and growing his firm, offering valuable insights into the entrepreneurial side of financial planning. He shares the challenges and victories of starting a business, the importance of trust-based client relationships, and his strategies for growth, including the use of digital marketing and client referrals. Dan also discusses his vision for creating a fun and supportive workplace culture while developing the next generation of talent in the industry. You can find out more about what Dan and his team are up to at: https://abodefinancial.co.uk/ Whether you're a financial planning professional, a business owner, or simply curious about the intersection of entrepreneurship and finance, this episode is a must-listen. Join the conversation and share your thoughts with us! #Podcast #FinancialPlanning #Entrepreneurship #BusinessSuccess #ClientReferrals #WorkplaceCulture #TalentDevelopment

Join Abraham and George Kinder as they discuss the future of financial planning with a focus on mindfulness, personal freedom, and living in the moment. George shares insights from his new book, The Three Domains of Freedom, exploring how freedom unfolds in each moment, throughout life, and within society. They dive into the three key questions that help clients discover true freedom, the role of financial planners as life guides, and George's vision for a fiduciary society that values humanity and the planet above profit.

🎙️ In this episode, we sit down with Roland Whyte, CEO of Nokkel, to dive deep into the critical role property plays in financial planning, especially as clients near retirement. 🏠💼 Roland shares his expert insights on how property, often the largest asset individuals own, is frequently overlooked in retirement strategies and explains why integrating it can significantly enhance wealth management. We explore: 📊 The role of technology in modern wealth management 💰 The challenges around liquidity and equity release 🤝 How financial advisors' roles are evolving to manage holistic wealth strategies Roland emphasizes the importance of viewing property as both a financial and emotive asset. Don't miss this valuable conversation on optimizing retirement outcomes by including property in your financial plan! #WealthManagement #RetirementPlanning #PropertyInvestment #FinancialAdvisors #RealEstate #EquityRelease #HolisticWealth #TechInFinance #RetirementStrategy #FinancialPlanning

In this episode, Abraham Okusanya talks with Matthew Hutton, author of Your Last Gift, about the importance of planning for death. Matthew shares his personal journey and discusses the practical steps—like creating wills and letters of wishes—that can help ease the burden on loved ones. They also explore the role financial advisers play in guiding these sensitive conversations. Key Takeaways: Planning for death is a gift to loved ones. Your Last Gift simplifies end-of-life planning. Wills, checklists, and trusts ensure assets are managed and protected. Financial advisers are crucial in these discussions. Find out more about the podcast here.

David Hole, a former financial advisor turned money coach, shares his transformative journey into non-regulated financial planning. He discusses the rise of money coaching and the need for a client-centric approach amidst evolving financial landscapes. David emphasizes the importance of aligning financial advice with life goals, addressing the 'advice gap' for lower-income groups, and how innovative strategies can enhance client outcomes. Tune in for insights on redefining financial advisory with a focus on meaningful relationships and personalized planning!

Mary Waring, a financial advisor turned solo practitioner, shares her inspiring journey from mortgage advising to running her own practice. She delves into the benefits of fixed fees and the challenges of navigating regulatory issues. Waring emphasizes the importance of specializing in niche markets, particularly in offering tailored services for midlife women facing financial upheaval. Additionally, she discusses the joy in pursuing fulfilling work and how understanding client psychology is crucial for success in financial planning.

In this episode, Jamie Gordon and Emma Barclay, the dynamic duo behind Lynas Vokes Wealth Management, share their journey in financial planning and the growth of their Lincolnshire-based firm. They discuss the critical role of nurturing the next generation of advisers and the importance of continuous improvement. Tune in to learn why investing in education, maintaining independence, and a client-first approach are key to long-term success in financial planning. Why Listen? Discover how Lynas Vokes is shaping the future of financial planning and get inspired by their vision for growth and innovation—without sacrificing their client-centric values.

Tune in for an insightful conversation with Neil Cowell, former head of UK distribution at Vanguard, as he shares his experiences of transforming Vanguard UK from a small start-up into a major force in the asset management industry. Neil delves into the evolving role of financial advisers, the critical importance of strong leadership, and why prioritising client needs is more vital than ever. Discover the tools and strategies Neil used to achieve success, and why he values the guidance of trusted advisers. Whether you’re in asset management or simply curious about the industry, this episode offers valuable insights you won’t want to miss.

Join us as Guy Skinner, Managing Director of Citygate Financial Planning, reveals his journey into financial planning and the impact of his early experiences with money. He shares his insights on the importance of teaching children about financial literacy, the challenges in connecting with clients, and the evolution of his business philosophy. Guy discusses how building credibility and leveraging referrals have fueled his success, and he emphasises the need for more ambition and disruption in the industry. Tune in to hear about the future of financial planning, the role of education and technology, and Guy’s vision for making a meaningful impact.

Join Charles Hall and host Abraham Okusanya as they dive into the current challenges facing the UK equity market and explore innovative solutions to reinvigorate investment. With pension funds favoring global assets and a decline in listed UK companies, the conversation highlights key strategies like increasing local equity investments, introducing a UK ISA, and reforming stamp duty. Discover how these changes could boost share prices, attract IPOs, and stimulate economic growth. Whether you're an investor or industry professional, this episode offers valuable insights into revitalizing the UK's financial landscape. Don't miss it!