Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies
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.
Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
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!
Ep 57: Evolving a Business, Little by Little
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.
Ep 56: Navigating your financial journey with Berry & Oak
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.