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Adviser 3.0: The Podcast

Abraham Okusanya

The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.

PublishesWeeklyEpisodes139Founded5 years ago
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BusinessInvesting

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Artwork for Adviser 3.0: The Podcast

Latest Episodes

Ed Dymott, CEO of Benchmark Capital, joins Abraham Okusanya to challenge the logic behind a decade of advice firm consolidation.

The old playbook of buying IFA practices cheap and selling the whole thing at a premium was never as clever as it looke... more

What does it mean to own "the whole market" when parts of it make you uncomfortable? Dominic Thomas, founder and principal of Solomon's IFA, joins Abraham to challenge some of the orthodoxies of financial planning. A fee-based adviser since 1999 -- m... more

What if retirement is not the reward you think it is?

In this episode, Dan Haylett joins the show to challenge one of the biggest assumptions in financial planning. That retirement is a destination. A number. A finish line.

Drawing on his work with... more

Matt Pitcher and Abraham Okusanya are back on the Soapbox with no guest, no filter, just two advisers getting into the numbers that matter.

This episode they dig into the Dimson, Marsh & Staunton Global Investment Returns Yearbook 2026 and the Besse... more

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Reviews

4.5 out of 5 stars from 57 ratings
  • Unfiltered gold

    Great podcast. Unfiltered and straight talking sense from Abraham and guests. Always a pleasure to listen, would highly recommend advisers add it to their podcast roster

    Apple Podcasts
    5
    PhilReynolds123
    United Kingdoma month ago
  • Entertaining and topical

    Love this podcast - great conversations with inspiring people in the profession

    Apple Podcasts
    5
    Davidg999
    United Kingdoma month ago
  • Timeless insight!

    Incredible insight on evidence based investing, data led but accessible for all.

    Great guests, challenging subjects, what’s not to like!

    Keep it up Timeline team!

    Apple Podcasts
    5
    Joey from Harrow
    United Kingdoma month ago
  • Brilliant podcast for financial planners

    I absolutely love the adviser 3.0 podcast. Abraham and the team, give fantastic insights that are invaluable to a fairly young financial planner like me. Alongside this podcast timeline do the best adviser conference in the UK, and their funds and platform aren’t too shabby either!

    Apple Podcasts
    5
    Tom Robertshaw
    United Kingdoma month ago
  • Joyfully insightful!

    Unpredictable, funny and fascinating! Love this podcast. Fundamental listening for anyone in the industry.

    Apple Podcasts
    5
    Blossom Planning
    United Kingdoma year ago

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Which podcasts are similar to Adviser 3.0: The Podcast?

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1. TRAP: The Real Adviser Podcast
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4. The Money To The Masses Podcast
5. Bulletproof Entrepreneur

How many episodes of Adviser 3.0: The Podcast are there?

Adviser 3.0: The Podcast launched 5 years ago and published 139 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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