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Adviser 3.0: The Podcast
Abraham Okusanya
118 episodes
21 hours ago
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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Investing
Business
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All content for Adviser 3.0: The Podcast is the property of Abraham Okusanya and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
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Ep. 108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up
Adviser 3.0: The Podcast
52 minutes 56 seconds
3 months ago
Ep. 108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up

In this episode, Abraham sits down with James Mackay and Chris Hindle, co-founders of Frazer James, a modern financial planning firm with a mission to reshape how young professionals engage with their finances.James and Chris share the story behind Fraser James — from the early days of launching their business to navigating the realities of entrepreneurship in a competitive industry. They open up about the challenges of building a client base, growing a team, and the strategic use of content and digital marketing to reach their audience.The conversation dives deep into the mindset of younger entrepreneurs in the financial sector, the importance of minimising regret in career choices, and how meaningful client relationships are built through honest, early conversations. James and Chris also reflect on the lessons they’ve learned, the importance of patience in hiring, and their vision for making a lasting impact in the financial planning space.Whether you’re a financial professional, aspiring entrepreneur, or simply curious about how modern businesses grow and adapt, this episode offers valuable insights and inspiration.

Adviser 3.0: The Podcast
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.