Join Abraham Okusanya as he sits down with Lloyd Davies, the mind behind RockWealth Aberdeen. Explore 19 years in Financial Services, insights into entrepreneurship and what's on the horizon for RockWealth Aberdeen.

Discover an incredible episode with Abraham Okusanya and Kevin Wood, Managing Director of Oak Four, as they share insightful perspectives on the industry. Learn about Kevin's firm set-up, the joys and challenges of starting from scratch, hard lessons in financial planning, and the productivity battle between boutique and larger firms. Uncover what lies ahead for Oak Four's tech stack. Don't miss this engaging discussion!

Join us for a fantastic episode with the energetic Abraham Okusanya and industry expert, Jonathan Gunby (CEO of Transact).

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. 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 episode explores the key questions with Clemence Chatelin, Bhavick Patel and Samantha Duncan.

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 at Adviser 3.0 - Gaynor Rigby, Tim Horrocks & Alan Smith.

How do you build a million pound solo practice? 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.

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.

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.

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 throughout this remarkable journey. Whether you're an aspiring adviser or simply fascinated by stories of triumph, this episode is bound to leave you inspired and equipped with valuable knowledge.

In this engaging conversation, Abraham sits down with Warren Shute, the founder of Lexington Wealth Management. Warren shares his early career journey to building a successful business, his media presence and more. Don't miss this thought-provoking discussion on finance, entrepreneurship, and innovation.

Join Abraham in this episode as he chats with Julian, the Founder & Director of Wealth Matters, as they delve into Julian's inspiring journey as a Financial Adviser. From his humble beginnings to the establishment of Wealth Matters in 2001, Julian takes us through his experience in building a successful business, the role of his staff, and the Graduate Programme that played a significant role in his success. Tune in as they also explore the importance of women in Financial Services and the future of Wealth Matters. Whether you're a Financial Adviser or simply interested in business success stories, this is one episode you won't want to miss!

Join Abraham as he interviews Matthew Marais, Director & Founding Partner at Vertus Capital, to learn about his fascinating journey to success. In this episode, Matthew shares his experiences of moving his family from South Africa to the UK with no possessions and how that journey led him to where he is today. They also discuss the funding journey and offer insights into the process of selling a business through a case study scenario. Don't miss this episode filled with valuable insights!

In episode 51, Abraham sits down with Dom and Jonathan from Expert Wealth Management to talk about their journey. Dom and Jonathan share how they met and started their company, and how they navigated the challenges of running a business and recruiting talent. They discuss the importance of bringing the next generation through, their plans for succession and more!

In episode 49, Abraham chats to Steve Smart about his journey in financial services, covering setting up Smart Financial, the moments that defined his career, bouncing off problems in business and more!

In episode 44, Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser, as well the significance of relationship building, equity investing and more. Listen here!

In episode 43, Roderic Rennison joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market.

In episode 42, Abraham is joined by the reputable Ruth Handcock, having an insightful chat on the setup of Octopus and where it all started, investing to change the world, parenting in the workplace & more!

In episode 41, Abraham is joined by the formidable Ruth Sturkey discussing her new role at the Institute for Financial Wellbeing, her journey from The Red House to Paradigm Norton and her stance on early-stage investments. An episode you won’t want to miss!

In episode 36, Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & much more.

In episode 35, Simonne Gnessen chats to Abraham Okusanya about her role as a Financial Coach, targeting the gap in the market for lower income clients and why there is a bias towards the profession. Don’t miss this episode!