Adviser 3.0: The Podcast
Abraham OkusanyaThe 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.
| Publishes | Weekly | Episodes | 157 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Ask a room full of advisers whether they have clients affected by special needs or disability, and most will say it is not really their world!
Ali Fanshawe, Co-Founder of SENDA, is on the show to explain why that answer is almost always wrong, and w... more
A bonus episode, and a look back at the standout conversations from across Adviser 3.0 and its sister show, SoapBox.
Six moments worth a second listen. Nick Hutchings of Rockwealth on care fees, the annuities that pay for them, and why a fixed fee c... more
What does it take to walk away from a secure, senior role at one of the world's biggest asset managers and start again with nothing?
Matt Abouzeid (Co-Founder and Managing Director) and Mohneet Dhir (Co-Founder and Chief Investment Officer) came fro... more
Women run some of the best businesses in financial services. So why do men still run the biggest ones, and why does around eighty percent of private equity investment still flow to all-male boards?
That is where this episode of SoapBox begins. Abrah... more
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This is a first rate podcast for those of us in UK financial planning. The team cover a broad array of subjects from around the world and I’ve found a lot of new and interesting views and opinions on topics that have otherwise been done to death.
Apple Podcasts5Garethhope
United Kingdom5 months ago - 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 Podcasts5PhilReynolds123United Kingdom5 months ago - Entertaining and topical
Love this podcast - great conversations with inspiring people in the profession
Apple Podcasts5Davidg999United Kingdom5 months 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 Podcasts5Joey from HarrowUnited Kingdom5 months 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 Podcasts5Tom RobertshawUnited Kingdom5 months ago
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Frequently Asked Questions About Adviser 3.0: The Podcast
What is Adviser 3.0: The Podcast about and what kind of topics does it cover?
This show centers on retirement, investing, and fintech, with a sharp, no-nonsense interviewing style. Episodes frequently explore practical advisory business topics—pricing, scalability, consolidation, and the role of technology and AI in client service—alongside macro investing, asset allocation, and regulatory shifts. Guests are often senior advisers, fintech founders, and strategic leaders from advisory firms, who share actionable insights on building durable practices, governance, and growth. The format consistently emphasizes real-world applications for financial planners and asks tough questions about the future of independent advice, platform ecosystems, and the integration of AI and data-driven processes. A standout throughline is ... more
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How many listeners does Adviser 3.0: The Podcast get?
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What are the audience demographics for Adviser 3.0: The Podcast?
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How many subscribers and views does Adviser 3.0: The Podcast have?
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Which podcasts are similar to Adviser 3.0: The Podcast?
These podcasts share a similar audience with Adviser 3.0: The Podcast:
1. TRAP: The Real Adviser Podcast
2. The Plannex Podcast
3. The Meaningful Money Personal Finance Podcast
4. The Money To The Masses Podcast
5. On The Money
How many episodes of Adviser 3.0: The Podcast are there?
Adviser 3.0: The Podcast launched 6 years ago and published 157 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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What guests have appeared on Adviser 3.0: The Podcast?
Recent guests on Adviser 3.0: The Podcast include:
1. Ali Fanshawe
2. Michelle Hoskins
3. Gaynor Rigby
4. Matt Abouzeid
5. Mohneet Dhir
6. Rob Edwards
7. Victoria Hicks
8. Caroline Hawkesley
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.