Nik Marsh, the managing director of Ashlea Financial Planning, shares his journey of transitioning from a career in high finance to financial planning and navigating the process of internal succession planning. He discusses his background, the challenges he faced, and the importance of finding a different way to provide financial advice. The conversation explores the role of Diane Weitz, the founder of Ashlea Financial Planning, and her desire to ensure the continuity of the business and the wel...
Mar 27, 2024•52 min•Season 1Ep. 80
Loic Fonteneau, Investment Director at Blackfin, discusses the influx of capital into the financial advice and wealth management space, particularly in the form of venture capital backing technology firms. He shares his background in VC and how he came to join Blackfin. Loic explains the differences between private equity and venture capital, highlighting the focus on majority ownership and control in private equity, while venture capital takes minority stakes and partners with founders. He also...
Mar 15, 2024•50 min•Season 1Ep. 79
Join Abraham Okusanya as he chats with Pete Matthew, CEO of Jacksons Wealth Management & Financial Planner. Discover the fascinating history of Jacksons as it celebrates its centenary milestone, and learn how Pete emphasises building a business centred around people. Uncover insights into the power of business as a tool for making a difference and pushing boundaries.
Mar 01, 2024•54 min•Season 1Ep. 78
In episode 77, Abraham Okusanya is joined by Samantha Secomb, a chartered financial planner and founder of Women's Wealth. Don't miss this incredibly insightful episode where Samantha shares her journey and insights into women seeking financial advice. She discusses her innovative business strategy likening financial advice to a gym membership, the importance of certainty, and why women are often more inclined to be highly qualified in their pursuits compared to their counterparts. Tune in for v...
Feb 14, 2024•1 hr 3 min•Season 1Ep. 77
Tune in as Abraham Okusanya engages in a compelling conversation with Sean McDermott, Director & Chartered Planner at Lightside Financial Planning. Sean's unique journey from DJ to successful Financial Planner unfolds, from his early days at Lloyds TSB to entrepreneurship. Don't miss the insights and inspiration in this episode! Find out more information on each episode via our website.
Jan 24, 2024•53 min•Season 1Ep. 76
Join us for our latest episode on 'Fixing Adviser Tech Integration & Data Aggregation Headaches', where Abraham is joined by Nicky Sevel (Founder of Woven Advice).
Jan 10, 2024•48 min•Season 1Ep. 75
In this episode, Abraham Okusanya is joined by the guys behind the new business, Finova Money - Scott Millar, Rob Bell & Rob Schwarz. They shed light on their bad introductions to the profession, what made them take the step towards creating their own business and what the first few months since launch have been like.
Dec 14, 2023•1 hr 9 min•Season 1Ep. 74
In our next episode, Abraham is joined by James de Lisle Wells to discuss 'The Joys & Pains of Going Solo'. 🗣️ You'll get insight into frustrated successors, managing the legacy of a business and knowing when it's 'right' to start your own business, as well as hearing what's next for de Lisle Financial Planning.
Nov 28, 2023•50 min•Season 1Ep. 73
Join us on an exciting journey in this podcast episode, as Abraham Okusanya delves into Brett Davidson's groundbreaking whitepaper, 'How To Solve The Scale Problem (in financial planning businesses)'. The duo cover: making an impact, scaling up your business and rewriting the status quo. You won't want to miss it! ✨🚀
Nov 24, 2023•1 hr 28 min•Season 1Ep. 72
Dan Martin, Managing Director of MDM Wealth, joins Abraham for a chat on the dynamics of joining and taking over ownership of a family financial planning business. He also sheds light on how the exit was funded, what the business looks like today and the strength of being a young adviser in today's industry.
Nov 15, 2023•54 min•Season 1Ep. 71
In early September 2023, the Timeline leadership team embarked on an inspiring journey to California, attending two significant conferences in the heart of technological innovation: Saastr and FUTUREPROOF. This experience notonly offered us valuable insights into financial advisory technology trends but also provided a unique opportunity for team bonding. Here's a glimpse of the key takeaways and observations from this transformative trip.
Nov 10, 2023•51 min•Season 1Ep. 70
Join Abraham Okusanya for a new episode of Adviser 3.0: The Podcast. In this episode he is joined by guests, Jacqueline Lockie CFP™ & Philippa Hann, discussing how technology is used to enhance professional connections between Financial Planners and accountants/lawyers.
Nov 01, 2023•55 min•Season 1Ep. 69
Join Abraham Okusanya for a bonus episode on St. James's Place. On Friday 13th October 2023, SJP market shares fell by over 20%,, as well as losing 46% of its market cap over recent months and why it's had no choice but to cut its fees.
Oct 19, 2023•50 min•Season 1Ep. 68
In this episode, Abraham Okusanya is joined by Mike LeGassick (Behavioural Investment Coach and Author) for a fascinating episode on financially educating clients. Mike sheds light on the crucial significance of framing questions adeptly, particularly when broaching complex subjects like the risk ladder and the stock market with clients. Their discussion underscores how the choice of language can significantly impact a client's comprehension, particularly for those with limited prior knowledge. ...
Oct 18, 2023•53 min•Season 1Ep. 67
Tune in for an episode with Abraham Okusanya and his guest, Paul McCoubrey (Director & Financial Planner of Navigate IFA). Paul sheds light on what Navigate IFA looks like today and where it all started, the importance of clients understanding the service you deliver and the significance of rationalising success. Don't miss out on this insightful episode!
Oct 04, 2023•55 min•Season 1Ep. 66
In this episode, Abraham Okusanya is joined by Karen Ritchie, owner of Karen Ritchie Financial Planning . In this engaging discussion, Karen shares her inspiring journey from accountant to financial adviser, detailing her training under Rory Percival. She also shares valuable insights on branding, tailored client communication, solo entrepreneurship, and the importance of building a supportive network. Tune in for a condensed masterclass in finance, entrepreneurship, and personal growth that pro...
Sep 20, 2023•49 min•Season 1Ep. 65
Here's the first episode of our podcast under our new name, 'Adviser 3.0: The Podcast'. Today Abraham is joined by Alex Whitson, Managing Director at VouchedFor, for a brilliant episode. Alex provides insights into his early career and where he started out, to where he is today.
Sep 06, 2023•49 min•Season 1Ep. 64
Join Abraham Okusanya for an insightful episode with Lloyd Davies, owner of RockWealth Aberdeen. Here’s what is covered in the episode: 19 years in Financial Services and what that looks like Two questions to consider when taking the next step in business The entrepreneurial journey and ‘getting permission’ The power of the press and social media What’s next for RockWealth Aberdeen...
Aug 16, 2023•45 min•Season 1Ep. 63
The set up of the firm that enables Kevin to focus on being a ‘high-value adviser’ to his clients The joys and pains (but mostly joys) of setting up a firm from the scratch Hard lessons on how NOT to do financial planning The productivity battle - boutique vs. larger firms Shaping your tech stack What's next for Oak Four
Aug 02, 2023•53 min•Season 1Ep. 62
This week we are joined by Jonathan Gunby, Chief Executive of Transact, for a fantastic episode on all things tech. Here’s what is covered in the episode: How Jonathan came to join Transact - from CTO to CEO Where does Integrafin fit in Does Transact really have no competitors? Ian Taylor & the legacy he left behind Is there a benefit to not being outsourced? How will the market evolve in the coming years...
Jul 19, 2023•55 min•Season 1Ep. 61
As awareness and concerns for environmental, social, and governance (ESG) issues continue to grow, there has been a significant surge in demand for ESG investing. Financial advisers and investors are increasingly interested in incorporating ESG considerations into their investment strategies. However, the actual impact of ESG investing on the real world is still a subject of debate. Hosted by Nicki Hinton-Jones CFA, Chief Investment Officer at Timeline, this discussion explores the following key...
Jul 05, 2023•43 min•Season 1Ep. 60
Are you an ambitious financial planning firm owner/manager with an aspiration to exceed £5m in revenue over the next 5 years? Then, you'll want to hear from our panel of heavyweights - Gaynor Rigby, Tim Horrocks & Alan Smith. This episode was recorded live at 'Adviser 3.0: Change Agents' in May 2023. The audio quality is poorer compared to previous episodes due to the recording circumstances.
Jun 28, 2023•47 min•Season 1Ep. 59
This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice. The session is moderated by Timeline’s very own Kate Phillips and provides meaningful discussion and an interactive Q&A to fuel your growth with ideas a...
Jun 21, 2023•37 min•Season 1Ep. 58
Abraham chats to Jo Little (CEO) and Alfie Mullan at Emery Little, providing insight into leadership, the dynamics of a family business and why retirement is a young person’s game! Make sure to catch this episode.
Jun 07, 2023•1 hr 1 min•Season 1Ep. 57
Join Abraham in a captivating conversation with Andrew and Sarah Elson, owners of Berry & Oak. From their humble beginnings in a bank to running their successful business, they share their journey, discuss the power couple dynamics, team growth, operations, marketing strategies, financial planning, and exciting plans for the future. Tune in for inspiration and valuable insights into the thriving world of Berry & Oak.
May 24, 2023•47 min•Season 1Ep. 56
Join us on this captivating episode of Retirementals as we have the privilege of hosting Gretchen Betts, a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a highly successful internal succession at Magenta Financial Planning. Prepare to be captivated by Gretchen's insights, as she takes us through the strategic decisions, financial considerations, and key lessons learned through...
May 10, 2023•46 min•Season 1Ep. 55
Abraham chats to the vibrant multi award-winning Warren Shute, covering: Where he started out, studying accountancy & early career The beginning of Lexington Wealth Management How to deliver a congruent service to clients The importance of proactive communication Why Warren is not looking to sell his business The launch of Warren’s new financial planning coaching programme ChatGPT, AI & what it can do What the future holds for Lexington Wealth...
Apr 26, 2023•38 min•Season 1Ep. 54
Abraham chats to Julian Gilbert, Founder & Director of Wealth Matters, covering: Where he started out, going to Australia & being inspired to be a Financial Adviser How Wealth Matters started in 2001 The figures & staff behind the successful business What does Julian put success down to? The significance of a Graduate Programme The role of women in Financial Services What the future holds for Wealth Matters...
Apr 12, 2023•47 min•Season 1Ep. 53
Abraham chats to Matthew, Director at Vertus Capital, on his journey to date covering: How did Vertus Capital get to where it is today? Moving his family from South Africa to the UK with no possessions The funding journey Case Study Scenario: The process of selling a business The two steps to every deal As a firm owner looking to sell, what should you be alert to right now? What the future holds for Vertus Capital...
Mar 29, 2023•58 min•Season 1Ep. 52
Abraham chats to Dom and Jonathan from Expert Wealth Management about their journey, covering: How Jonathan and Dom started out and met The start of Expert Wealth Management When 3 became 2 & the team behind the success The significance of bringing the next generation through The challenges of running a business & recruitment What happens next…& the question of succession The client advisory board - what is it? Goals for the future...
Mar 16, 2023•46 min•Season 1Ep. 51
