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 | 161 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Philippa Hann spent the best part of 20 years as a litigator in financial services, working on the scandals that kept on coming. Underneath every one sat the same question: why do good people do bad things? Her new book, The Fault Lines of Finance, c... more
Lisa Conway-Hughes never expected to end up in financial advice. She always felt it wasn't an industry for people like her, so when she founded LCH Wealth she set out to build the firm she would actually have wanted as a client.
In this episode, hos... more
SoapBox is the undiluted edition of Adviser 3.0, where Abraham Okusanya and Matt Pitcher give their unfiltered take on the news moving UK financial advice. This week they're joined by Emma Bird, Financial Planning Director at Hansford Bell, for a wid... more
A portfolio built from the biggest, best companies in the world, held right through one of the great bull markets, and it still lost to inflation. How does that happen, and who is it happening to?
That is where this episode of SoapBox begins. Abraha... 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 Kingdom6 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 Kingdom6 months ago - Entertaining and topical
Love this podcast - great conversations with inspiring people in the profession
Apple Podcasts5Davidg999United Kingdom6 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 Kingdom6 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 Kingdom6 months ago
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Apple Podcasts | #185 | United Kingdom/Business/Investing |
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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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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. Bulletproof Entrepreneur
5. This is Money Podcast
How many episodes of Adviser 3.0: The Podcast are there?
Adviser 3.0: The Podcast launched 6 years ago and published 161 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. Lisa Conway-Hughes
2. Emma Bird
3. Julian Gilbert
4. Ali Fanshawe
5. Victoria Hicks
6. Caroline Hawkesley
7. Michelle Hoskins
8. Gaynor Rigby
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.