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Adviser 3.0: The Podcast
Abraham Okusanya
118 episodes
20 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.114 - Family-First Finance: Where Family Values Meet Financial Advice with Samantha Challis
Adviser 3.0: The Podcast
33 minutes 58 seconds
1 month ago
Ep.114 - Family-First Finance: Where Family Values Meet Financial Advice with Samantha Challis

In this episode, Kate sits down with Samantha Challis, founder of Another View Financial Services. Samantha shares how redundancy turned out to be the best thing that ever happened to her, giving her the chance to reinvent herself and create a business built on authenticity, trust, and family values.From her early career at Barclays to launching her own firm, Samantha explains why being present for her son was the biggest driver behind her success. She discusses how offering her time freely has helped build long-term client relationships, why she sees her clients as friends, and how focusing on culture over money leads to sustainable growth.This is a powerful conversation about resilience, staying true to your values, and why putting people before products transforms both clients and businesses.

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.