Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
History
Fiction
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/af/d9/4c/afd94c85-81a4-c497-e0ba-15fc37577a73/mza_11773645231138442904.jpg/600x600bb.jpg
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.
Show more...
Investing
Business
RSS
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
https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_episode/10965991/10965991-1760607689033-1db52ebd19012.jpg
Ep.115 - Meaning, Metaphor and Money: Mike LeGassick’s Guide to Client Conversations
Adviser 3.0: The Podcast
44 minutes 38 seconds
4 weeks ago
Ep.115 - Meaning, Metaphor and Money: Mike LeGassick’s Guide to Client Conversations

Financial storytelling is not about numbers. It is about meaning.
In this episode, Mike LeGasick joins us to explore how advisers can use stories, metaphors and even props to help clients truly understand their money. From crystal balls to noise cancelling headphones, Mike shares the tools he uses to make complex ideas clear, relatable and human.

We also talk about building trust through communication, why emotions matter more than spreadsheets, and how advisers can inspire confidence rather than confusion in every client conversation.

🎙️ Guest: Mike LeGassick, author of The Art of Storytelling for Financial Advisers
💡 Topics: storytelling in finance, client communication, behavioural advice, purpose driven planning

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.