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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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 LeGassick 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
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Ep.114 - Family-First Finance: Where Family Values Meet Financial Advice with Samantha Challis
In this episode, Kate sits down with Samantha Challis, founder of Another View Financial Services. Samantha shares how redundancy turned out to be the best thing that ever happened to her, giving her the chance to reinvent herself and create a business built on authenticity, trust, and family values.From her early career at Barclays to launching her own firm, Samantha explains why being present for her son was the biggest driver behind her success. She discusses how offering her time freely has helped build long-term client relationships, why she sees her clients as friends, and how focusing on culture over money leads to sustainable growth.This is a powerful conversation about resilience, staying true to your values, and why putting people before products transforms both clients and businesses.
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Ep.113 - Beyond Asset Accumulation: Tom Morgan On Helping Clients Actually Enjoy Their Money
In this episode of Advisor 3.0 The Podcast, Abraham sits down with Tom Morgan, founder and managing director of Orca Wealth, to explore how financial planning can create meaningful impact in clients’ lives.Tom shares his journey from breaking into the advice profession after RDR, to building his own firm with his wife Emily, and why the book Die With Zero reshaped his philosophy. They talk about the challenges of starting out in financial advice, building a client-centred firm that values personal connection and meaningful outcomes, why retirement should be planned in seasons, how to help clients shift from accumulation to purposeful spending, and rethinking legacy, generational wealth, and how money can be a tool for life fulfilment.This conversation is packed with insights for advisers who want to go beyond products and investments, and instead help clients live fully, with confidence and clarity.
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Ep.112 - Rebrand, Rebuild, Relate: Shadi Kirk’s Lessons in Evolving a Modern Advice Business
In this episode of Advisor 3.0, Kate sits down with Shadi Kirk, co-founder of Transform Financial Planning. Shadi shares her journey from studying chemistry and working at the Financial Times to building a financial planning business with her husband Angus.We talk about the rebrand from Bridge Investments, the importance of putting client relationships at the heart of advice, and how aesthetics, processes, and even colour choices can shape trust. Shadi also opens up about the challenges of losing a key team member, working with mentors to rebuild, and how financial planning is evolving with coaching and technology.This is an inspiring conversation about resilience, transformation, and the real meaning of financial planning.
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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