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Retirementals
Adviser 3.0 The Podcast
Retirementals
Adviser 3.0 The Podcast
Adviser 3.0 The Podcast
Episode 30: George Kinder
FinTech, Retirement planning, Investments Guest User 3/23/22 FinTech, Retirement planning, Investments Guest User 3/23/22

Episode 30: George Kinder

In episode 30, Abraham has a fantastic conversation with ‘The Father of Life Planning’ George Kinder, covering the importance of an emotional link with clients, the powerful question of freedom, the practice of mindfulness and much more.

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Episode 29: Brett Davidson
FinTech, Retirement planning, Investments Guest User 3/9/22 FinTech, Retirement planning, Investments Guest User 3/9/22

Episode 29: Brett Davidson

This week Abraham has an insightful discussion with Brett Davidson, Founder and CEO of FP Advance. Brett discusses how he is helping advisers, what a start-up could potentially look like on £100k and his latest paper, ‘What next for financial planning in the UK?’. Make sure you listen to this episode!

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Episode 28: Heather Hopkins
FinTech, Retirement planning, Investments Guest User 2/23/22 FinTech, Retirement planning, Investments Guest User 2/23/22

Episode 28: Heather Hopkins

Abraham has a brilliant discussion with Heather Hopkins, one of the ‘big brains’ of the industry, on her latest report on MPS. She discusses how she sized up the market, where the MPS market is headed and her other key takeaways. Check out the episode!

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