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Artwork for Adviser 3.0: The Podcast

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.

PublishesWeeklyEpisodes141Founded5 years ago
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BusinessInvesting

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Artwork for Adviser 3.0: The Podcast

Latest Episodes

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

The triple lock is costing us 7% of GDP by 2070. Advisers are overpaid, or are they? And your money personality was probably set before you turned 10.

In this episode of SoapBox, Matt Pitcher and Abraham Okusanya are joined by Sarah Roughsedge, foun... more

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

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Reviews

4.5 out of 5 stars from 60 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 Kingdom2 months ago
  • Entertaining and topical

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

    Apple Podcasts
    5
    Davidg999
    United 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 Podcasts
    5
    Joey from Harrow
    United 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 Podcasts
    5
    Tom Robertshaw
    United Kingdom2 months ago
  • Joyfully insightful!

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

    Apple Podcasts
    5
    Blossom Planning
    United Kingdom2 years ago

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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. The Finance Geeks Podcast

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Adviser 3.0: The Podcast launched 5 years ago and published 141 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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