Adviser 3.0: The Podcast
Ein Podcast von Abraham Okusanya - Mittwochs
Kategorien:
92 Folgen
-
Ep 72: How to solve the scale problem (in financial planning businsesses) with Brett Davidson
Vom: 24.11.2023 -
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Vom: 15.11.2023 -
Ep 70: Adviser Tech Trends from Across the Pond
Vom: 10.11.2023 -
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Vom: 1.11.2023 -
Ep 68: Between a rock and St. James's Place
Vom: 19.10.2023 -
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Vom: 18.10.2023 -
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Vom: 4.10.2023 -
Ep 65: Financial Planning Through Life's Twists with Karen Ritchie
Vom: 20.9.2023 -
Ep 64: Elevating Adviser & Client Connections with Alex Whitson
Vom: 6.9.2023 -
Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
Vom: 16.8.2023 -
Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
Vom: 2.8.2023 -
Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology
Vom: 19.7.2023 -
Ep 60: Does ESG investing move the needle in the real world?
Vom: 5.7.2023 -
Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Vom: 28.6.2023 -
Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips
Vom: 21.6.2023 -
Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)
Vom: 7.6.2023 -
Ep 56: Navigating your financial journey with Berry & Oak
Vom: 24.5.2023 -
Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers
Vom: 10.5.2023 -
Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice
Vom: 26.4.2023 -
Ep 53: Destination Growth
Vom: 12.4.2023
The Adviser 3.0 Podcast (formally Retirementals) is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.