Adviser 3.0: The Podcast
Abraham OkusanyaThe Adviser 3.0 Podcast (formally Retirementals) 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 | 81 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to the Podcast
Latest Episodes
Dennis Hall and Sarah Steele share their career journeys and the evolution of Yellowtail Financial Planning. Dennis started in direct sales and eventually transitioned to fee-based financial planning. Sarah joined Yellowtail after struggling to find ... more
Nik Marsh, the managing director of Ashlea Financial Planning, shares his journey of transitioning from a career in high finance to financial planning and navigating the process of internal succession planning. He discusses his background, the challe... more
Loic Fonteneau, Investment Director at Blackfin, discusses the influx of capital into the financial advice and wealth management space, particularly in the form of venture capital backing technology firms. He shares his background in VC and how he ca... more
Join Abraham Okusanya as he chats with Pete Matthew, CEO of Jacksons Wealth Management & Financial Planner. more
Insights
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Reviews
- Essential listening
As a Lifestyle Financial Planning business, we’ve received lashings of wisdom from Abraham’s podcast. The guests are very generous with their information, helped along by Abraham's energetic style. more
Apple Podcasts5Milkni
United Kingdom6 months ago - The madness of King Abe!
Have loved all the episodes of Retirementals and can honestly say every story is unique and the conversations an insightful dive into all aspects of financial planning. Keep up the great work Abe and team!
Apple Podcasts5Joey from HarrowUnited Kingdom8 months ago - Great podcast, some really insightful interviews
For it through a recommendation from the TRAP podcast, just listens to more
Apple Podcasts5Grouty11United Kingdom8 months ago - Episode 12 made a subscriber…
Absolutely loved listening to your chat with Seccl Founder, David Harvey. Such an interesting backstory and outlook on the adviser industry/adviser technology! Great insight into how Seccl are changing the infrastructure of investment and advice. Thanks for a great episode!
Apple Podcasts5Instauser4United Kingdom3 years ago - David Ferguson and Abraham
Great to hear from Abraham and David this week. 2 people that have both been an important part of my journey in financial services. I remember David flying down to our Luton office with Barry Neilson to discuss ways to improve the Nucleus platform. No wonder Nucleus is a success with IFAs.
Apple Podcasts5sophgilb89United Kingdom3 years ago
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Chart Rankings
Apple Podcasts | #41 | United Kingdom/Business/Investing |
Apple Podcasts | #150 | United Kingdom/Business |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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