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Retirementals
Adviser 3.0 The Podcast
Retirementals
Adviser 3.0 The Podcast
Adviser 3.0 The Podcast
Episode 43: Roderic Rennison
FinTech, Retirement planning, Investments Melissa Canham 11/23/22 FinTech, Retirement planning, Investments Melissa Canham 11/23/22

Episode 43: Roderic Rennison

In episode 43, Roderic Rennison joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market.

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Episode 42: Ruth Handcock
FinTech, Retirement planning, Investments Melissa Canham 11/2/22 FinTech, Retirement planning, Investments Melissa Canham 11/2/22

Episode 42: Ruth Handcock

In episode 42, Abraham is joined by the reputable Ruth Handcock, having an insightful chat on the setup of Octopus and where it all started, investing to change the world, parenting in the workplace & more!

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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 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 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 37: Larry Swedroe
FinTech, Retirement planning, Investments Melissa Canham 8/3/22 FinTech, Retirement planning, Investments Melissa Canham 8/3/22

Episode 37: Larry Swedroe

In episode 37, Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more!

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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 35: Simonne Gnessen
FinTech, Retirement planning, Investments Melissa Canham 6/29/22 FinTech, Retirement planning, Investments Melissa Canham 6/29/22

Episode 35: Simonne Gnessen

In episode 35, Simonne Gnessen chats to Abraham Okusanya about her role as a Financial Coach, targeting the gap in the market for lower income clients and why there is a bias towards the profession. Don’t miss this episode!

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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 32: Chris Hayes
FinTech, Retirement planning, Investments Guest User 5/18/22 FinTech, Retirement planning, Investments Guest User 5/18/22

Episode 32: Chris Hayes

In episode 32, Chris Hayes joins Abraham Okusanya to discuss his report on 'The Passive Revolution' and all things Index InvestingDon’t miss the episode!

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Episode 31: Carl Richards
FinTech, Retirement planning, Investments Guest User 4/6/22 FinTech, Retirement planning, Investments Guest User 4/6/22

Episode 31: Carl Richards

In episode 31, Carl Richards talks to Abraham about how to get comfortable with uncertainty, how his famous sketches came about, the impact of complex environments and much more. Don’t miss the episode!

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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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Episode 25: Robin Wigglesworth
FinTech, Retirement planning, Investments, Marketing Guest User 1/12/22 FinTech, Retirement planning, Investments, Marketing Guest User 1/12/22

Episode 25: Robin Wigglesworth

In episode 25, Robin Wigglesworth launches into a lively and enthusiastic debate with Abraham, discussing his book ‘Trillions’, how big passive investing is today and much more. Listen to the episode now!

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Episode 24: Catherine Williams
FinTech, Retirement planning, Investments, Marketing Guest User 12/15/21 FinTech, Retirement planning, Investments, Marketing Guest User 12/15/21

Episode 24: Catherine Williams

In episode 24, Catherine Williams (Head of Practice Management at Dimensional Fund Advisors) discusses the latest DFA’s Global Adviser Survey with Abraham, including what top firms look like and key trends in the industry. Listen to find out more!

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