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Retirementals
Adviser 3.0 The Podcast
Retirementals
Adviser 3.0 The Podcast
Adviser 3.0 The Podcast
Episode 40: Chanelle Pattinson
FinTech, Retirement planning, Investments Melissa Canham 10/5/22 FinTech, Retirement planning, Investments Melissa Canham 10/5/22

Episode 40: Chanelle Pattinson

In episode 40, Chanelle Pattinson joins Abraham for an energetic chat on the ‘Finfluencer’, how social media is bridging the intergenerational gap for financial advice, obstacles women face in the financial services industry and much more!

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Episode 39: Helena Wardle
FinTech, Retirement planning, Investments Melissa Canham 9/14/22 FinTech, Retirement planning, Investments Melissa Canham 9/14/22

Episode 39: Helena Wardle

In episode 39, Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & more! Make sure you give the episode a listen.

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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 27: Brian Hill
FinTech, Retirement planning, Investments Guest User 2/9/22 FinTech, Retirement planning, Investments Guest User 2/9/22

Episode 27: Brian Hill

In episode 27, Brian has an enlightening conversation with Abraham on exit strategies and acquisitions. Including what led him to sell Jones Hill, how an acquisition is structured…and inside knowledge on City&Capital. Don’t miss out!

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Episode 26: Tina Weeks
FinTech, Retirement planning, Investments, Marketing Guest User 1/26/22 FinTech, Retirement planning, Investments, Marketing Guest User 1/26/22

Episode 26: Tina Weeks

In episode 26, Tina Weeks has an eye-opening discussion with Abraham, filling him in on what sparked her passion for life planning, maximising outcomes and performance and much more!

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