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Retirementals
Adviser 3.0 The Podcast
Retirementals
Adviser 3.0 The Podcast
Adviser 3.0 The Podcast
Guaranteed Income: JUST Special
FinTech, Retirement planning, Investments Melissa Canham 2/1/23 FinTech, Retirement planning, Investments Melissa Canham 2/1/23

Guaranteed Income: JUST Special

In episode 48, Abraham joins Peter Ellis from JUST for a special on guaranteed income. They discuss the humble annuity, creating more sustainable portfolios, the alternative asset debate & more.

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Episode 38: Paulo Costa
FinTech, Retirement planning, Investments Melissa Canham 9/2/22 FinTech, Retirement planning, Investments Melissa Canham 9/2/22

Episode 38: Paulo Costa

In episode 38, Paulo Costa discusses his latest research on Human vs. Robo-advice, discussing the investors' view towards the advice market, how Robo-advice is changing the outlook for advisers and the impact of the media!

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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 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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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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