Adviser 3.0: The Podcast

Abraham is joined by the enigma that is Nick Lincoln. They have an energetic conversation, covering: How Nick started out and set up his business in 2008 How he fashioned his business to suit the lifestyle he wanted What you can learn from other people Bonds…is there any point to them? The importance of good consumer outcomes Is the adviser tech stack as good as it gets? Why you should use an MPS Plus Nick has a few questions for Abraham…

Abraham is joined by Sarah Lord and Alasdair Walker to discuss what’s going on between the PFS and CII. You’ll gain clear insight into the issue at hand, covering: What is going on with the PFS and CII, and the relationship over the past few years? The announcement on 21st December 2022 and what that meant What led to the CII making this decision What is the primary focus of the PFS? Does the CII actually have to consider feedback? What is the way forward and the key actions which need to be taken?

Ed Moisson, author of The Economics of Fund Management chats to Abraham about his book, covering: Where he started out in the industry and his switch to journalism What led him to write his book & insight into the topics he covered How do mutual funds compare between the US and the UK? Do certain ownership models lead to better fund performance? What is the real purpose of the investment management industry?

Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser. Here’s what they covered: The creation of Tandem Financial and where it is today Why relationship building is so important to understand clients Can you do it on your own as an adviser? Tandem’s approach to marketing and what attracts clients What approach should you take to equity investing What the future holds for Paul and Tandem Financial

Roderic joins Abraham, as a fountain of wisdom on all things M&A and succession planning. Here’s what they covered: Roderic’s career in financial services for over 40 years The three options for exiting a business Selling a business & the subcategories that come with it How to breakdown & establish a realistic succession plan Debt vs. equity Valuations - what is the market looking like?

Abraham is joined by the reputable Ruth Handcock, having an insightful chat on: How she got into financial services The setup of Octopus as an organisation and where it all started How Octopus are investing to change the world The idea behind Seccl Advice on advisers looking to exit their business The experience for women in financial service and what needs to change Parenting in the workplace How Ruth thinks about planning and investing for her retirement

Abraham is joined by the formidable Ruth Sturkey discussing all things Financial Services, including: Her journey into the industry and financial planning The setup and vision behind one of the leading financial firms, The Red House The structure of the exit deal for The Red House What lead to the merger with Paradigm Norton and the opportunities that emerged from it Ruth’s new role at the Institute for Financial Wellbeing and how to get involved Why she invested in Timeline and her stance on early-stage investments

Chanelle Pattinson joins Abraham for an energetic and engaging chat on: What led her to sit her first financial planning exam and become a Financial Planner The ‘Finfluencer’ - what is it and are they qualified? How social media and Instagram are connecting younger generations with financial advice The stereotypical image of an adviser…and if there’s space to bridge the generational gap in older advice firms The idea for Money Means, what it will offer and when it will launch Chanelle’s podcast Her Future Bright and what kickstarted her to build a community for female advisers Obstacles women face to progress for in the industry Is it right to have female-only awards?

Helena Wardle joins Abraham for an insightful discussion on: Her decision to move to the UK at the age of 20 How she fell into financial planning and her career to date Setting up Smith and Wardle, and what the team looks like today The importance of delivery to clients and ensuring they are understood The significance of having a mentor and the correct support The idea for Money Means, what it will offer and when it will launch

Abraham gains insight into Paulo Costa’s latest research on Human vs. Robo-advice at Vanguard, covering: The value of advice and whether it can be quantified The investor’s role in understanding the advice market The effect the media has on shaping investors’ views Robo-advice and whether it will be more advantageous than human advice Can Robo-advice fulfil the demands of everyday life? The overall outcome of Paulo’s research…and whether it would be different in today’s market