Adviser 3.0: The Podcast

Platforms 1.0 and 2.0 were not fit for purpose, but platform 3.0 is a true revolution. It prioritises the adviser-client relationship and allows for a fully digital proposition. The data fragmentation and lack of API integration in platform 2.0 led to a dysfunctional ecosystem. Platform 3.0 aims to align with advisers and their clients, moving control of the market closer to the cu

In this episode, Abraham interviews Amyr Rocha Lima, the managing director of Strategic Wealth Partners. They discuss the journey of young financial planners and the challenges they face in the industry. They also explore the trend of frustrated succession plans and the reasons behind their failure. Amyr shares his own experience of starting his own financial planning firm and the

Dennis Hall and Sarah Steele share their career journeys and the evolution of Yellowtail Financial Planning. Dennis started in direct sales and eventually transitioned to fee-based financial planning. Sarah joined Yellowtail after struggling to find part-time work in the industry. Together, they have transformed the business and focused on client-centric financial planning. They di

Nik Marsh, the managing director of Ashlea Financial Planning, shares his journey of transitioning from a career in high finance to financial planning and navigating the process of internal succession planning. He discusses his background, the challenges he faced, and the importance of finding a different way to provide financial advice. The conversation explores the role of Diane

Loic Fonteneau, Investment Director at Blackfin, discusses the influx of capital into the financial advice and wealth management space, particularly in the form of venture capital backing technology firms. He shares his background in VC and how he came to join Blackfin. Loic explains the differences between private equity and venture capital, highlighting the focus on majority owne

Join Abraham Okusanya as he chats with Pete Matthew, CEO of Jacksons Wealth Management & Financial Planner. Discover the fascinating history of Jacksons as it celebrates its centenary milestone, and learn how Pete emphasises building a business centred around people. Uncover insights into the power of business as a tool for making a difference and pushing boundaries.

In episode 77, Abraham Okusanya is joined by Samantha Secomb, a chartered financial planner and founder of Women's Wealth. Don't miss this incredibly insightful episode where Samantha shares her journey and insights into women seeking financial advice. She discusses her innovative business strategy likening financial advice to a gym membership, the importance of certainty,

Tune in as Abraham Okusanya engages in a compelling conversation with Sean McDermott, Director & Chartered Planner at Lightside Financial Planning. Sean's unique journey from DJ to successful Financial Planner unfolds, from his early days at Lloyds TSB to entrepreneurship. Don't miss the insights and inspiration in this episode! Find out more information on each episod

Join us for our latest episode on 'Fixing Adviser Tech Integration & Data Aggregation Headaches', where Abraham is joined by Nicky Sevel (Founder of Woven Advice).

In this episode, Abraham Okusanya is joined by the guys behind the new business, Finova Money - Scott Millar, Rob Bell & Rob Schwarz. They shed light on their bad introductions to the profession, what made them take the step towards creating their own business and what the first few months since launch have been like.