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 60: Does ESG investing move the needle in the real world?
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.
Ep 59: Growth Strategies for Ambitious Financial Planning Firms
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.