On this episode of Adviser 3.0, Abraham Okusanya sits down with Phil Bray, founder of The Yardstick Agency — the go-to marketing expert for financial planners. Together, they dive into what really works when it comes to marketing your advice firm in 2025 and beyond.
In this episode, Emmelia Powell opens up about her journey into financial planning, offering a candid look at the highs and lows of building a career while raising a family. She delves into the unique financial pressures faced by professional athletes, shining a light on the concept of "social debt"—the often invisible burden of success, especially for those who rise quickly in their careers.Emmelia also shares her insights on client engagement, the importance of resilience, and the realities women face in the financial advisory industry. From breaking into a competitive field to redefining her own path, she reflects on the lessons she's learned and the power of staying curious in the face of uncertainty.
What does financial planning look like when your entire career might be over by 30? In this episode of Adviser 3.0, Abraham Okusanya sits down with Patrick Foley—founder of Sonar Financial Services and specialist adviser to elite footballers—for a rare behind-the-scenes look into the world of money, mindset, and management in professional sport.From million-pound mortgages and early retirements to family dynamics and locker room whispers, Patrick reveals why working with athletes requires more than spreadsheets—it demands trust, empathy, and a deep understanding of life in the spotlight.Whether you're a planner, a football fan, or just fascinated by how high performers manage their wealth, this is an episode you won’t want to miss.#adviser3point0 #podcast #football #eliteathletes #financialadvice
What does it mean to be truly wealthy? In this episode, Dr. Daniel Crosby explores the deep connection between money, meaning, and happiness—revealing why real wealth goes far beyond financial accumulation. He discusses how human behavior shapes financial decisions, the evolving role of financial advisors, and the impact of societal comparisons on personal fulfillment. Drawing insights from his book, The Soul of Wealth, Dr. Crosby shares why aligning financial goals with personal values and relationships is essential for a richer, more meaningful life. Tune in for a thought-provoking conversation on redefining wealth and finding true financial well-being.
Find out more about the podcast and browse additional episodes here.
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 CEO/COO relationships), efficiency hacks for growth, and her inspiring definition of true wealth. She also offers advice to her younger self and her vision for the future.
Find out more about the podcast and browse additional episodes here.
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 makes Lombard lending more accessible for advisers and their clients. We explore the fundamentals of Lombard lending, its strategic role in liquidity and risk management, and how technology is reshaping wealth management.
Join us to discover how integrating Lombard lending into your practice can unlock new opportunities and enhance your clients’ financial strategies.
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 wealth of experience across various roles, Emma shares valuable insights on the evolving landscape of financial advice, from firm consolidation to the impact of technology. Join us for an engaging and insightful conversation that sheds light on the real-world challenges advisers face today, and why staying adaptable is key to success in the industry.
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 preparing a business for sale, choosing the right buyer, and managing the transition while staying true to your values. Whether you're contemplating your own exit or simply curious about the process, this episode offers a firsthand account filled with insights and lessons learned. Tune in to discover what it takes to exit with confidence and purpose.
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 relationships, and his strategies for growth, including the use of digital marketing and client referrals. Dan also discusses his vision for creating a fun and supportive workplace culture while developing the next generation of talent in the industry.
You can find out more about what Dan and his team are up to at: https://abodefinancial.co.uk/
Whether you're a financial planning professional, a business owner, or simply curious about the intersection of entrepreneurship and finance, this episode is a must-listen. Join the conversation and share your thoughts with us!
#Podcast #FinancialPlanning #Entrepreneurship #BusinessSuccess #ClientReferrals #WorkplaceCulture #TalentDevelopment
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 freedom, the role of financial planners as life guides, and George's vision for a fiduciary society that values humanity and the planet above profit.
🎙️ 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 enhance wealth management. We explore: 📊 The role of technology in modern wealth management 💰 The challenges around liquidity and equity release 🤝 How financial advisors' roles are evolving to manage holistic wealth strategies Roland emphasizes the importance of viewing property as both a financial and emotive asset. Don't miss this valuable conversation on optimizing retirement outcomes by including property in your financial plan! #WealthManagement #RetirementPlanning #PropertyInvestment #FinancialAdvisors #RealEstate #EquityRelease #HolisticWealth #TechInFinance #RetirementStrategy #FinancialPlanning
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.
Key Takeaways:
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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 software, the importance of regulated advisors, and how alternative financial models are shaping the future of the industry. David also highlights how lower charges can enhance client outcomes and stresses the need for a client-centric approach in today’s evolving financial landscape.
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 the crucial role of understanding client psychology and finding joy in your work. Whether you’re an aspiring financial adviser or a seasoned professional, Mary’s story provides plenty of food for thought on running a successful and fulfilling business. Tune in to learn more!
In this episode, Jamie Gordon and Emma Barclay, the dynamic duo behind Lynas Vokes Wealth Management, share their journey in financial planning and the growth of their Lincolnshire-based firm. They discuss the critical role of nurturing the next generation of advisers and the importance of continuous improvement. Tune in to learn why investing in education, maintaining independence, and a client-first approach are key to long-term success in financial planning.
Why Listen? Discover how Lynas Vokes is shaping the future of financial planning and get inspired by their vision for growth and innovation—without sacrificing their client-centric values.
Tune in for an insightful conversation with Neil Cowell, former head of UK distribution at Vanguard, as he shares his experiences of transforming Vanguard UK from a small start-up into a major force in the asset management industry. Neil delves into the evolving role of financial advisers, the critical importance of strong leadership, and why prioritising client needs is more vital than ever. Discover the tools and strategies Neil used to achieve success, and why he values the guidance of trusted advisers. Whether you’re in asset management or simply curious about the industry, this episode offers valuable insights you won’t want to miss.
Join us as Guy Skinner, Managing Director of Citygate Financial Planning, reveals his journey into financial planning and the impact of his early experiences with money. He shares his insights on the importance of teaching children about financial literacy, the challenges in connecting with clients, and the evolution of his business philosophy. Guy discusses how building credibility and leveraging referrals have fueled his success, and he emphasises the need for more ambition and disruption in the industry. Tune in to hear about the future of financial planning, the role of education and technology, and Guy’s vision for making a meaningful impact.
Join Charles Hall and host Abraham Okusanya as they dive into the current challenges facing the UK equity market and explore innovative solutions to reinvigorate investment. With pension funds favoring global assets and a decline in listed UK companies, the conversation highlights key strategies like increasing local equity investments, introducing a UK ISA, and reforming stamp duty. Discover how these changes could boost share prices, attract IPOs, and stimulate economic growth. Whether you're an investor or industry professional, this episode offers valuable insights into revitalizing the UK's financial landscape. Don't miss it!
Join Katherine Waller and Ollie Saiman, founders of Six Degrees, as they delve into their journey in financial services and the creation of their wealth management firm. Discover how their independent approach offers superior quality advice and addresses the high net worth advice gap with purpose-driven wealth planning. From navigating regulatory challenges to developing a unique investment philosophy, Katherine and Ollie share valuable insights on building a successful brand, differentiating from competitors, and shaping the future of wealth management. Tune in for a thoughtful conversation on balancing strategy and emotion in financial planning.
In this episode, James Dent, founder of The Family Elephant, delves into the complexities of cascading wealth across generations and the crucial role of effective communication in family planning. He discusses the consequences of poor planning, such as family disputes and inadequate wealth protection, and introduces The Family Elephant proposition, which merges financial planning and legal expertise to tackle these challenges. Dent explains the plug-and-play approach for financial planners to refer clients seamlessly, emphasising transparent pricing and a client-focused experience. Key topics include strategic estate planning, the use of trusts, the concept of parallel wealth for tax-efficient transfers, and the essential role of financial planners in providing ongoing support.
This episode is packed with insights on protecting and passing on wealth effectively, making it a must-listen for anyone interested in safeguarding their family's financial future. Find out more about the episode on our website.