Adviser 3.0: The Podcast

In episode 77, Abraham Okusanya is joined by Samantha Secomb, a chartered financial planner and founder of Women's Wealth. Don't miss this incredibly insightful episode where Samantha shares her journey and insights into women seeking financial advice. She discusses her innovative business strategy likening financial advice to a gym membership, the importance of certainty, and why women are often more inclined to be highly qualified in their pursuits compared to their counterparts. Tune in for valuable perspectives on navigating financial planning and empowerment.

Tune in as Abraham Okusanya engages in a compelling conversation with Sean McDermott, Director & Chartered Planner at Lightside Financial Planning. Sean's unique journey from DJ to successful Financial Planner unfolds, from his early days at Lloyds TSB to entrepreneurship. Don't miss the insights and inspiration in this episode! Find out more information on each episode via our website.

Join us for our latest episode on 'Fixing Adviser Tech Integration & Data Aggregation Headaches', where Abraham is joined by Nicky Sevel (Founder of Woven Advice).

In this episode, Abraham Okusanya is joined by the guys behind the new business, Finova Money - Scott Millar, Rob Bell & Rob Schwarz. They shed light on their bad introductions to the profession, what made them take the step towards creating their own business and what the first few months since launch have been like.

In our next episode, Abraham is joined by James de Lisle Wells to discuss 'The Joys & Pains of Going Solo'. 🗣️ You'll get insight into frustrated successors, managing the legacy of a business and knowing when it's 'right' to start your own business, as well as hearing what's next for de Lisle Financial Planning.

Join us on an exciting journey in this podcast episode, as Abraham Okusanya delves into Brett Davidson's groundbreaking whitepaper, 'How To Solve The Scale Problem (in financial planning businesses)'. The duo cover: making an impact, scaling up your business and rewriting the status quo. You won't want to miss it! ✨🚀

Dan Martin, Managing Director of MDM Wealth, joins Abraham for a chat on the dynamics of joining and taking over ownership of a family financial planning business. He also sheds light on how the exit was funded, what the business looks like today and the strength of being a young adviser in today's industry.

In early September 2023, the Timeline leadership team embarked on an inspiring journey to California, attending two significant conferences in the heart of technological innovation: Saastr and FUTUREPROOF. This experience notonly offered us valuable insights into financial advisory technology trends but also provided a unique opportunity for team bonding. Here's a glimpse of the key takeaways and observations from this transformative trip.

Join Abraham Okusanya for a new episode of Adviser 3.0: The Podcast. In this episode he is joined by guests, Jacqueline Lockie CFP™ & Philippa Hann, discussing how technology is used to enhance professional connections between Financial Planners and accountants/lawyers. 

Join Abraham Okusanya for a bonus episode on St. James's Place. On Friday 13th October 2023, SJP market shares fell by over 20%,, as well as losing 46% of its market cap over recent months and why it's had no choice but to cut its fees.