Adviser 3.0: The Podcast
Een podcast door Abraham Okusanya - Woensdagen
105 Afleveringen
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Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development
Gepubliceerd: 5-6-2024 -
Leading with Trust and Empathy: Simon Rogerson of Octopus Group
Gepubliceerd: 24-5-2024 -
Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms
Gepubliceerd: 22-5-2024 -
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
Gepubliceerd: 3-5-2024 -
Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
Gepubliceerd: 10-4-2024 -
Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
Gepubliceerd: 27-3-2024 -
Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
Gepubliceerd: 15-3-2024 -
Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
Gepubliceerd: 1-3-2024 -
Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
Gepubliceerd: 14-2-2024 -
Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
Gepubliceerd: 24-1-2024 -
Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel
Gepubliceerd: 10-1-2024 -
Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz
Gepubliceerd: 14-12-2023 -
Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells
Gepubliceerd: 28-11-2023 -
Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson
Gepubliceerd: 24-11-2023 -
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Gepubliceerd: 15-11-2023 -
Ep 70: Adviser Tech Trends from Across the Pond
Gepubliceerd: 10-11-2023 -
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Gepubliceerd: 1-11-2023 -
Ep 68: Between a rock and St. James's Place
Gepubliceerd: 19-10-2023 -
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Gepubliceerd: 18-10-2023 -
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Gepubliceerd: 4-10-2023
The Adviser 3.0 Podcast 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.
