Adviser 3.0: The Podcast
Podcast autorstwa Abraham Okusanya - Środy
105 Odcinki
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Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development
Opublikowany: 5.06.2024 -
Leading with Trust and Empathy: Simon Rogerson of Octopus Group
Opublikowany: 24.05.2024 -
Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms
Opublikowany: 22.05.2024 -
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
Opublikowany: 3.05.2024 -
Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
Opublikowany: 10.04.2024 -
Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
Opublikowany: 27.03.2024 -
Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
Opublikowany: 15.03.2024 -
Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
Opublikowany: 1.03.2024 -
Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
Opublikowany: 14.02.2024 -
Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
Opublikowany: 24.01.2024 -
Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel
Opublikowany: 10.01.2024 -
Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz
Opublikowany: 14.12.2023 -
Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells
Opublikowany: 28.11.2023 -
Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson
Opublikowany: 24.11.2023 -
Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Opublikowany: 15.11.2023 -
Ep 70: Adviser Tech Trends from Across the Pond
Opublikowany: 10.11.2023 -
Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Opublikowany: 1.11.2023 -
Ep 68: Between a rock and St. James's Place
Opublikowany: 19.10.2023 -
Ep 67: Insights from Mike LeGassick on the Psychology of Wealth
Opublikowany: 18.10.2023 -
Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Opublikowany: 4.10.2023
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.
