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 | 165 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
The FCA has asked the world's biggest AI companies to behave themselves. Politely.
Rebecca Aldridge, Managing Director and founder of Balance: Wealth Planning, joins Abraham Okusanya and Matt Pitcher on the SoapBox, and the debate gets lively.
A ma... more
Who Pays? Part 2 of 2
Britain’s billionaires are packing their bags. Should we feel sorry for them?
In the second half of this bumper SoapBox, Matt Pitcher and Abraham Okusanya are back with Clémence Chatelin, Chartered Financial Planner at Ovation... more
Who Pays? Part 1 of 2
What if the worst-case scenario in your cash flow model isn’t bad enough anymore?
In the first half of a bumper SoapBox, Matt Pitcher and Abraham Okusanya are joined by Clémence Chatelin, Chartered Financial Planner at Ovation... more
“My business is my pension.” Reme Holland hears it all the time from business owners, and he always gives the same answer: it really isn’t.
Reme runs financial planning inside Albert Goodman, one of the South West’s biggest accountancy firms. That g... 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 Kingdom7 months ago - Entertaining and topical
Love this podcast - great conversations with inspiring people in the profession
Apple Podcasts5Davidg999United Kingdom7 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 Kingdom7 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 Kingdom7 months ago
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #219 | United Kingdom/Business/Investing |
Apple Podcasts | #121 |  Ireland/Business/Investing |
Talking Points
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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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Which podcasts are similar to Adviser 3.0: The Podcast?
These podcasts share a similar audience with Adviser 3.0: The Podcast:
1. The Plannex Podcast
2. TRAP: The Real Adviser Podcast
3. The Meaningful Money Personal Finance Podcast
4. Bulletproof Entrepreneur
5. Bionic Adviser
How many episodes of Adviser 3.0: The Podcast are there?
Adviser 3.0: The Podcast launched 6 years ago and published 165 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. Rebecca Aldridge
2. Clémence Chatelin
3. Reme Holland
4. Philippa Hann
5. Lisa Conway-Hughes
6. Emma Bird
7. Julian Gilbert
8. Ali Fanshawe
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.