Adviser 3.0: The Podcast

Abraham chats to Jo Little (CEO) and Alfie Mullan at Emery Little, providing insight into leadership, the dynamics of a family business and why retirement is a young person’s game! Make sure to catch this episode.

Join Abraham in a captivating conversation with Andrew and Sarah Elson, owners of Berry & Oak. From their humble beginnings in a bank to running their successful business, they share their journey, discuss the power couple dynamics, team growth, operations, marketing strategies, financial planning, and exciting plans for the future. Tune in for inspiration and valuable insights into the thriving world of Berry & Oak.

Join us on this captivating episode of Retirementals as we have the privilege of hosting Gretchen Betts, a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a highly successful internal succession at Magenta Financial Planning. Prepare to be captivated by Gretchen's insights, as she takes us through the strategic decisions, financial considerations, and key lessons learned throughout this remarkable journey. Whether you're an aspiring adviser or simply fascinated by stories of triumph, this episode is bound to leave you inspired and equipped with valuable knowledge.

Abraham chats to the vibrant multi award-winning Warren Shute, covering: Where he started out, studying accountancy & early career The beginning of Lexington Wealth Management How to deliver a congruent service to clients The importance of proactive communication Why Warren is not looking to sell his business The launch of Warren’s new financial planning coaching programme ChatGPT, AI & what it can do What the future holds for Lexington Wealth

Abraham chats to Julian Gilbert, Founder & Director of Wealth Matters, covering: Where he started out, going to Australia & being inspired to be a Financial Adviser How Wealth Matters started in 2001 The figures & staff behind the successful business What does Julian put success down to? The significance of a Graduate Programme The role of women in Financial Services What the future holds for Wealth Matters

Abraham chats to Matthew, Director at Vertus Capital, on his journey to date covering: How did Vertus Capital get to where it is today? Moving his family from South Africa to the UK with no possessions The funding journey Case Study Scenario: The process of selling a business The two steps to every deal As a firm owner looking to sell, what should you be alert to right now? What the future holds for Vertus Capital

Abraham chats to Dom and Jonathan from Expert Wealth Management about their journey, covering: How Jonathan and Dom started out and met The start of Expert Wealth Management When 3 became 2 & the team behind the success The significance of bringing the next generation through The challenges of running a business & recruitment What happens next…& the question of succession The client advisory board - what is it? Goals for the future

Abraham chats to the esteemed Catherine Morgan about her journey in financial services, covering: How she got into the world of financial planning & coaching What does money mean to different people? The psychology behind people’s relationships with money What is ‘wealth’? How life and trauma shape behaviour The 5 money types Building a brand & finding your ‘why’

In episode 49, Abraham chats to Steve Martin about his journey in financial services, covering: Where he started out in the industry The moments that defined his career Starting Smart Financial, the Training Academy and Smart International Bouncing off problems in business Learning to understand yourself before understanding others His choice to move to Spain and start again What Steve would say to his younger self

Abraham joins Peter Ellis from JUST for a special on guaranteed income, here’s what they discuss: The humble annuities… How do they fit into the retirement plan? Can you think of them as an asset class? Do annuities and investment portfolios mix? Product innovation and constructing a product Creating more sustainable portfolios The alternative asset debate Modelling guaranteed income alongside investment assets