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.

In episode 47, Abraham is joined by the enigma that is Nick Lincoln. They have an energetic conversation, discussing if there is any point to bonds, the importance of good consumer outcomes and the adviser tech stack. Plus Nick has a few questions for Abraham…

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 40, Chanelle Pattinson joins Abraham for an energetic chat on the ‘Finfluencer’, how social media is bridging the intergenerational gap for financial advice, obstacles women face in the financial services industry and much more!

In episode 39, Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & more! Make sure you give the episode a listen.