105 Avsnitt

  1. Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development

    Publicerades: 2024-06-05

  2. Leading with Trust and Empathy: Simon Rogerson of Octopus Group

    Publicerades: 2024-05-24

  3. Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms

    Publicerades: 2024-05-22

  4. Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima

    Publicerades: 2024-05-03

  5. Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah

    Publicerades: 2024-04-10

  6. Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh

    Publicerades: 2024-03-27

  7. Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau

    Publicerades: 2024-03-15

  8. Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew

    Publicerades: 2024-03-01

  9. Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success

    Publicerades: 2024-02-14

  10. Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner

    Publicerades: 2024-01-24

  11. Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel

    Publicerades: 2024-01-10

  12. Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz

    Publicerades: 2023-12-14

  13. Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells

    Publicerades: 2023-11-28

  14. Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson

    Publicerades: 2023-11-24

  15. Ep 71: Young Blood - Transitioning financial planning businesses to the next generation

    Publicerades: 2023-11-15

  16. Ep 70: Adviser Tech Trends from Across the Pond

    Publicerades: 2023-11-10

  17. Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann

    Publicerades: 2023-11-01

  18. Ep 68: Between a rock and St. James's Place

    Publicerades: 2023-10-19

  19. Ep 67: Insights from Mike LeGassick on the Psychology of Wealth

    Publicerades: 2023-10-18

  20. Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

    Publicerades: 2023-10-04

2 / 6

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.

Visit the podcast's native language site