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Retirementals
Adviser 3.0 The Podcast
Retirementals
Adviser 3.0 The Podcast
Adviser 3.0 The Podcast
Episode 41: Ruth Sturkey
FinTech, Retirement planning, Investments Melissa Canham 10/19/22 FinTech, Retirement planning, Investments Melissa Canham 10/19/22

Episode 41: Ruth Sturkey

In episode 41, Abraham is joined by the formidable Ruth Sturkey discussing her new role at the Institute for Financial Wellbeing, her journey from The Red House to Paradigm Norton and her stance on early-stage investments. An episode you won’t want to miss!

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Episode 36: Dan Haylett
FinTech, Retirement planning, Investments Melissa Canham 7/13/22 FinTech, Retirement planning, Investments Melissa Canham 7/13/22

Episode 36: Dan Haylett

In episode 36, Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & much more.

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Episode 34: Jason Mountjoy
FinTech, Retirement planning, Investments Guest User 6/15/22 FinTech, Retirement planning, Investments Guest User 6/15/22

Episode 34: Jason Mountjoy

In episode 34, Jason Mountjoy enlightens Abraham on why Clarity is capping their growth, the significance of company culture and the importance of tech - make sure you listen to this episode!

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Episode 33: Steven Rowe
FinTech, Retirement planning, Investments Guest User 6/1/22 FinTech, Retirement planning, Investments Guest User 6/1/22

Episode 33: Steven Rowe

In episode 33, Steven Rowe chats to Abraham Okusanya about how to attract new clients without marketing, the structure of Lucent and his latest investment proposition!

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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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