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 intersectio...
Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning
What does it mean to be truly wealthy? In this episode, Dr. Daniel Crosby explores the deep connection between money, meaning, and happiness—revealing why real wealth goes far beyond financial accumulation. He discusses how human behavior shapes financial decisions, the evolving role of financial advisors, and the impact of societal comparisons on personal fulfillment. Drawing insights from his book, The Soul of Wealth, Dr. Crosby shares why aligning financial goals with personal values and relationships is essential for a richer, more meaningful life. Tune in for a thought-provoking conversation on redefining wealth and finding true financial well-being.Find out more about the podcast and browse additional episodes here.
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Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth
In Episode 101, Abraham Okusanya interviews Chirine Harb, COO of Capital Asset Management, a financial planning firm managing over £500 million. This episode is a deep dive into operational excellence, leadership, and client-focused success. Chirine shares her journey from architecture and Harvard to building a thriving business, including the importance of trust (especially in CEO/COO relationships), efficiency hacks for growth, and her inspiring definition of true wealth. She also offers advice to her younger self and her vision for the future.Find out more about the podcast and browse additional episodes here.
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Ep. 100 - Integrating Lombard Lending into Holistic Financial Planning with David Newman
Financial planning often focuses on one side of the client’s balance sheet—assets, savings, investments, and retirement planning. But true holistic planning means looking at the full picture—including lending.In this episode, we dive into Lombard lending with David Newman, founder and CEO of Firenze. David shares his journey from wealth management to building a platform that makes Lombard lending more accessible for advisers and their clients. We explore the fundamentals of Lombard lending, its strategic role in liquidity and risk management, and how technology is reshaping wealth management.Join us to discover how integrating Lombard lending into your practice can unlock new opportunities and enhance your clients’ financial strategies.
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Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier
In this episode of the Adviser 3.0 Podcast, Kate Phillips sits down with Emma Napier, a leading industry expert at Next Wealth, to discuss her extensive journey in the financial services sector.
Emma takes us through her early days in insurance, the challenges of navigating regulatory changes like RDR, and her time working with platforms such as True Potential and Bravura. With a wealth of experience across various roles, Emma shares valuable insights on the evolving landscape of financial advice, from firm consolidation to the impact of technology.
Join us for an engaging and insightful conversation that sheds light on the real-world challenges advisers face today, and why staying adaptable is key to success in the industry.
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Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next
Every financial adviser will face the inevitable decision to exit their business, but how do you ensure it’s on your terms? In this episode of Adviser 3.0, host Abraham Okusanya sits down with Jon Slater, an experienced financial planner who successfully navigated the sale of his firm, Manse Capital. Together, they explore the challenges, decisions, and strategies involved in preparing a business for sale, choosing the right buyer, and managing the transition while staying true to your values.
Whether you're contemplating your own exit or simply curious about the process, this episode offers a firsthand account filled with insights and lessons learned. Tune in to discover what it takes to exit with confidence and purpose.
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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