Adviser 3.0: The Podcast

• SoapBox Ep.2 - Budget Theatre, FCA Hype-Type Revealer & AI Delusions and Write-Offs

  In the episode of Adviser 3.0 The Podcast, the familiar SoapBox duo return with a new guest who has deep experience across advice, technology and consumer behaviour. The conversation opens with the FCA’s attempt at gamified education, the reaction to recent budget speculation and the impact of changes to VCT incentives and salary sacrifice rules. From there the trio take apart the realities of AI inside large organisations and why so much investment fails to reach production.They explore how the advice gap may evolve, how future clients will expect to interact with advice and what the profession needs to consider as digital journeys scale. The session ends with a clear eyed assessment of pension transfer delays and the providers still operating with outdated processes.A lively, insightful and highly relevant discussion for advisers, planners, firm owners and anyone keeping an eye on the future of the profession.

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• Ep.118 - Two Decades of Progress: David Jones on Legacy, Leadership and the Future of the Profession

  David Jones, outgoing Vice President and head of the UK and Ireland advisor group at Dimensional, joins Abraham to reflect on over two decades of change within the financial planning profession. He discusses the shift from product-focused advice to a holistic planning model that centres on clients’ goals, values and long-term wellbeing.David shares his views on the apparent plateau in the number of practising planners, why younger professionals are bringing new energy into the field, and how technology and AI may reshape both the work and expectations of planners. He also offers practical insights on what sets successful firms apart, from simplification to consistent implementation and clear communication.As he looks ahead to his own next chapter, David speaks openly about legacy, leadership, purpose and the value of good planning in helping clients live fulfilled lives. This is a reflective and encouraging conversation for anyone interested in the future of the profession.

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• SoapBox Ep.1 - Flatlining Revenue & the Quiet Culling of Low-Value Clients: FCA Advice Data on How Consumer Duty is Reshaping Advice Economics

  In this first SoapBox session, Abraham sits down with two industry voices to explore the figures behind adviser decline, the realities of client disengagement, the influence of consumer duty, and what the latest FCA data reveals about firms, revenue and capacity. From service models and profitability to the future of talent and technology, this episode explores the questions the profession cannot ignore. If you work in planning, paraplanning, compliance or leadership, this session offers thought-provoking insight into where the sector stands and what may come next. Listen to the full discussion and stay tuned for future SoapBox sessions.

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• Ep.117 – Dissecting Market Concentration: And America’s Grip on Global Markets with Laurentius van den Worm

  In this episode, Abraham Okusanya sits down with Laurentius van den Worm, Head of Investment Strategy at Timeline, for a deep dive into the thinking behind global market cap weighting. They explore whether global equity investing still makes sense in a world where the US dominates, discuss behavioural biases that influence allocation decisions, and unpack the role of the so-called “Magnificent Seven” companies in shaping global returns.Laurentius shares insights on why global market cap remains a powerful equilibrium point, how profitability and value factors play into long-term performance, and what investors can learn from market concentration, currency risk, and diversification. It’s a thoughtful conversation on the collective wisdom of markets and what it really means to be a global investor.

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• Ep.116 - Navigating the Maze: David Morrey on Risk, Regulation and the FCA’s Growth Agenda

  In this episode, Abraham Okusanya speaks with David Morrey, Partner at Grant Thornton and one of the UK’s leading experts on financial services regulation.David helps advisers make sense of the ever-changing regulatory landscape — from consumer duty and ongoing advice to the FCA’s growth agenda and the rise of targeted support. He explains how the regulator’s tone has shifted, why flexibility is now part of the FCA’s toolkit, and what firms can do to stay ahead without losing focus on good client outcomes.They explore how advisers can evidence value, manage fair value assessments, and prepare for greater scrutiny in the years ahead. David also shares insights on consolidation, private equity involvement in the sector, and how firms can navigate these pressures while building sustainable advice models.If you want to understand how regulation is evolving — and how to thrive within it — this conversation is essential listening.

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