Adviser 3.0: The Podcast

In this episode, Abraham Okusanya is joined by Mike LeGassick (Behavioural Investment Coach and Author) for a fascinating episode on financially educating clients. Mike sheds light on the crucial significance of framing questions adeptly, particularly when broaching complex subjects like the risk ladder and the stock market with clients. Their discussion underscores how the choice of language can significantly impact a client's comprehension, particularly for those with limited prior knowledge. Don't miss out on this enlightening episode that promises valuable insights - tune in now!

Tune in for an episode with Abraham Okusanya and his guest, Paul McCoubrey (Director & Financial Planner of Navigate IFA). Paul sheds light on what Navigate IFA looks like today and where it all started, the importance of clients understanding the service you deliver and the significance of rationalising success. Don't miss out on this insightful episode!

In this episode, Abraham Okusanya is joined by Karen Ritchie, owner of Karen Ritchie Financial Planning. In this engaging discussion, Karen shares her inspiring journey from accountant to financial adviser, detailing her training under Rory Percival. She also shares valuable insights on branding, tailored client communication, solo entrepreneurship, and the importance of building a supportive network. Tune in for a condensed masterclass in finance, entrepreneurship, and personal growth that promises to inspire.

Here's the first episode of our podcast under our new name, 'Adviser 3.0: The Podcast'. Today Abraham is joined by Alex Whitson, Managing Director at VouchedFor, for a brilliant episode. Alex provides insights into his early career and where he started out, to where he is today.

Join Abraham Okusanya for an insightful episode with Lloyd Davies, owner of RockWealth Aberdeen. Here’s what is covered in the episode: 19 years in Financial Services and what that looks like Two questions to consider when taking the next step in business The entrepreneurial journey and ‘getting permission’ The power of the press and social media What’s next for RockWealth Aberdeen

The set up of the firm that enables Kevin to focus on being a ‘high-value adviser’ to his clients The joys and pains (but mostly joys) of setting up a firm from the scratch  Hard lessons on how NOT to do financial planning  The productivity battle - boutique vs. larger firms Shaping your tech stack What's next for Oak Four

This week we are joined by Jonathan Gunby, Chief Executive of Transact, for a fantastic episode on all things tech. Here’s what is covered in the episode: How Jonathan came to join Transact - from CTO to CEO Where does Integrafin fit in Does Transact really have no competitors? Ian Taylor & the legacy he left behind Is there a benefit to not being outsourced? How will the market evolve in the coming years

As awareness and concerns for environmental, social, and governance (ESG) issues continue to grow, there has been a significant surge in demand for ESG investing. Financial advisers and investors are increasingly interested in incorporating ESG considerations into their investment strategies. However, the actual impact of ESG investing on the real world is still a subject of debate. Hosted by Nicki Hinton-Jones CFA, Chief Investment Officer at Timeline, this discussion explores the following key questions: Does ESG investing move the needle in the real world and how can we judge its results? What data is required to measure the outcomes, and how can it be obtained and analysed effectively?  What is really needed from the investment community to drive change? What are the opportunities for innovation to improve both investor and real-world outcomes? Recorded live at Adviser 3.0: Change Agents. We apologise in advance for the poor audio quality but the content is a must-hear for every financial planner.

Are you an ambitious financial planning firm owner/manager with an aspiration to exceed £5m in revenue over the next 5 years? Then, you'll want to hear from our panel of heavyweights - Gaynor Rigby, Tim Horrocks & Alan Smith. This episode was recorded live at 'Adviser 3.0: Change Agents' in May 2023. The audio quality is poorer compared to previous episodes due to the recording circumstances.

This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice.  The session is moderated by Timeline’s very own Kate Phillips and provides meaningful discussion and an interactive Q&A to fuel your growth with ideas and practical tips.  Recorded at Adviser 3.0: Change Agents.