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 | 144 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
What does it mean to protect your clients' wealth in a world where governments are spending without restraint? This session from the Adviser 3.0 2026 conference puts two of the most compelling voices in alternative assets on stage together -- and let... more
Olivia Maynard is Managing Director at TFP Financial Planning in Essex. In this episode, she shares how she went from school leaver to MD without ever planning it that way, why she stepped away from financial planning into operations, and how she has... more
Three CEOs. One stage. The biggest questions facing adviser businesses right now.
Recorded live at Adviser 3.0 2026, this is the first of our Sunset Studio Sessions — a series of four panel conversations captured on stage at our flagship annual conf... more
A career built without a degree, a partnership earned without shortcuts, and a profession that risks losing its soul to consolidation.
In this episode of Adviser 3.0, Kate Phillips is joined by Tara Maynard, Partner and Chartered Financial Adviser a... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Host
Reviews
- Top insights
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 Kingdom2 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 Kingdom2 months ago - Entertaining and topical
Love this podcast - great conversations with inspiring people in the profession
Apple Podcasts5Davidg999United Kingdom2 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 Kingdom2 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 Kingdom2 months ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Top Investing Podcasts
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
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?
A pragmatic, practitioner-focused show that brings together senior leaders, founders, and industry insiders to discuss how financial planning and wealth management are evolving with technology, culture, and business strategy. Topics frequently center on AI adoption, platform-era changes, growth and talent, client-centric service models, succession planning, and the role of culture in scaling advisory firms. Notable throughlines include balancing automation with human judgment, re-engineering business models around client needs, and practical pathways for modernization that emphasize data-led processes, robust governance, and sustainable growth. The format tends to be interview-driven with thought-provoking debates among experienced practiti... more
Where can I find podcast stats for Adviser 3.0: The Podcast?
Rephonic provides a wide range of podcast stats for Adviser 3.0: The Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Adviser 3.0: The Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Adviser 3.0: The Podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Adviser 3.0: The Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for Adviser 3.0: The Podcast?
Rephonic provides comprehensive predictive audience data for Adviser 3.0: The Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does Adviser 3.0: The Podcast have?
To see how many followers or subscribers Adviser 3.0: The Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
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. Making Money
How many episodes of Adviser 3.0: The Podcast are there?
Adviser 3.0: The Podcast launched 5 years ago and published 144 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Adviser 3.0: The Podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Adviser 3.0: The Podcast?
Rephonic pulls ratings and reviews for Adviser 3.0: The Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Adviser 3.0: The Podcast?
Rephonic provides full transcripts for episodes of Adviser 3.0: The Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Adviser 3.0: The Podcast?
Recent guests on Adviser 3.0: The Podcast include:
1. Tara Maynard
2. Ed Dymott
3. Dominic Thomas
4. Dan Haylett
5. Chris Palmer
6. Brian Hill
7. David Gibson
8. Louise Jeffreys
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.