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.
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Summer Series #2: Samantha Russell
Live from Adviser 3.0 2025, marketing powerhouse Samantha Russell, Chief Evangelist at FMG, shares the secrets behind today’s fastest-growing advice firms. From Answer Engine Optimisation to Google Reviews, LinkedIn and YouTube, this keynote is your step-by-step guide to scaling with clarity, connection and confidence.In this episode, you’ll discover:• How AI is transforming how clients find advisers• Why Google Reviews are your ultimate digital referrals• Smart content ideas that grab attention• The top platforms for adviser marketing success• How showing your face speeds up trustFor more insights, visit adviser3point0.co
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Summer Series #1: Dr. Daniel Crosby
In this special summer episode from Adviser 3.0 2025, psychologist and wealth expert Dr. Daniel Crosby returns to discuss how advisers can create deeper, more meaningful relationships with clients.He explores why people often feel unfulfilled despite financial success, and how advisers can help reconnect their clients to purpose, gratitude and wellbeing.This episode includes insights on:Why emotional connection matters more than technical skillsHow behavioural coaching adds long-term valueThe role of purpose and generosity in financial planning Share your thoughts with us and leave a review wherever you listen.
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Ep. 108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up
In this episode, Abraham sits down with James Mackay and Chris Hindle, co-founders of Frazer James, a modern financial planning firm with a mission to reshape how young professionals engage with their finances.James and Chris share the story behind Fraser James — from the early days of launching their business to navigating the realities of entrepreneurship in a competitive industry. They open up about the challenges of building a client base, growing a team, and the strategic use of content and digital marketing to reach their audience.The conversation dives deep into the mindset of younger entrepreneurs in the financial sector, the importance of minimising regret in career choices, and how meaningful client relationships are built through honest, early conversations. James and Chris also reflect on the lessons they’ve learned, the importance of patience in hiring, and their vision for making a lasting impact in the financial planning space.Whether you’re a financial professional, aspiring entrepreneur, or simply curious about how modern businesses grow and adapt, this episode offers valuable insights and inspiration.
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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