Adviser 3.0: The Podcast

Feb 26 2025 101 ep. 49 mins 11

Adviser 3.0: The Podcast artwork

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.

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Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth

Feb 26 2025 32 mins

In Episode 101, Abraham Okusanya interviews Chirine Harb, COO of Capital Asset Management, a financial planning firm managing over £500 million. This episode is a deep dive into operational excellence, leadership, and client-focused success. Chirine shares her journey from architecture and Harvard to building a thriving business, including the importance of trust (especially in CE

Ep. 100 - Integrating Lombard Lending into Holistic Financial Planning with David Newman

Feb 12 2025 35 mins

Financial planning often focuses on one side of the client’s balance sheet—assets, savings, investments, and retirement planning. But true holistic planning means looking at the full picture—including lending.In this episode, we dive into Lombard lending with David Newman, founder and CEO of Firenze. David shares his journey from wealth management to building a platform that

Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier

Jan 29 2025 54 mins

In this episode of the Adviser 3.0 Podcast, Kate Phillips sits down with Emma Napier, a leading industry expert at Next Wealth, to discuss her extensive journey in the financial services sector. Emma takes us through her early days in insurance, the challenges of navigating regulatory changes like RDR, and her time working with platforms such as True Potential and Bravura. With a

Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next

Jan 15 2025 36 mins

Every financial adviser will face the inevitable decision to exit their business, but how do you ensure it’s on your terms? In this episode of Adviser 3.0, host Abraham Okusanya sits down with Jon Slater, an experienced financial planner who successfully navigated the sale of his firm, Manse Capital. Together, they explore the challenges, decisions, and strategies involved in pre

Ep. 97 - Client Focused, Team Driven: Challenges and Triumphs in Financial Planning with Dan Boden

Nov 26 2024 37 mins

In this episode, Abraham interviews Dan Boden, a Chartered Financial Planner and founder of Abode Financial Planning. Dan takes us through his inspiring journey of launching and growing his firm, offering valuable insights into the entrepreneurial side of financial planning. He shares the challenges and victories of starting a business, the importance of trust-based client relation

Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth

Nov 12 2024 64 mins

Join Abraham and George Kinder as they discuss the future of financial planning with a focus on mindfulness, personal freedom, and living in the moment. George shares insights from his new book, The Three Domains of Freedom, exploring how freedom unfolds in each moment, throughout life, and within society. They dive into the three key questions that help clients discover true free

Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success

Oct 23 2024 28 mins

🎙️ In this episode, we sit down with Roland Whyte, CEO of Nokkel, to dive deep into the critical role property plays in financial planning, especially as clients near retirement. 🏠💼 Roland shares his expert insights on how property, often the largest asset individuals own, is frequently overlooked in retirement strategies and explains why integrating it can significantly

Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning

Oct 02 2024 43 mins

In this episode, Abraham Okusanya talks with Matthew Hutton, author of Your Last Gift, about the importance of planning for death. Matthew shares his personal journey and discusses the practical steps—like creating wills and letters of wishes—that can help ease the burden on loved ones. They also explore the role financial advisers play in guiding these sensitive conversations.

Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole

Sep 17 2024 55 mins

In this episode, Abraham sits down with David Hole to explore the world of non-regulated financial planning and his journey from being a financial advisor to becoming a money coach. David shares his motivations behind this career shift and offers insights into the value of non-regulated financial planning and the growing role of money coaching. We discuss the impact of timeline sof

Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring

Sep 04 2024 61 mins

In this episode, hosted by Abraham Okusanya, Mary Waring shares her inspiring journey from mortgage adviser to running a solo financial advice practice. Discover why she chose to charge fixed fees, the challenges she faced with regulatory issues, and the importance of specialising in a niche market. Mary also offers valuable insights into the art of financial planning, including th