Adviser 3.0: The Podcast

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.

Adviser 3.0: The Podcast is a business podcast hosted by Abraham Okusanya, with 152 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Abraham Okusanya hosts Adviser 3.0: The Podcast, a business show with 152 episodes published.

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  Adviser 3.0: The Podcast

  SoapBox Ep.11 - Do Women Build Better and Men Build Bigger? Advice Gap Row, and Millionaire Exodus

  Aug 19, 20261h 17m

  Women run some of the best businesses in financial services. So why do men still run the biggest ones, and why does around eighty percent of private equity investment still flow to all-male boards? That is where this episode of SoapBox begins. Abraham Okusanya and Matt Pitcher are joined by Victoria Hicks, CEO of Melo, and Gaynor Rigby, COO of Melo, for three of the most divisive questions in the profession right now. They open with the zero-to-a-billion rise of Amber River, the leaders nobody sees, and the labels that trail ambitious women. Then comes the advice gap: as Vanguard rolls out targeted support and JP Morgan writes down more of its Nutmeg bet, should the bar to give advice fall to a Level 2 qualification, or would you no more accept a Level 2 adviser than a Level 2 doctor? Finally, the millionaire exodus, and whether Britain is quietly taxing its wealth creators onto the next flight to Dubai. Three topics, no fence-sitting, and a room that refuses to agree.

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  Adviser 3.0: The Podcast

  Ep.138 - Reflecting the Market or Reshaping It? Robert Edwards on Mega-Cap IPOs and Index Rules.

  Aug 12, 202658 min

  When SpaceX entered the US total market index, some of the coverage asked whether index providers were reshaping the market rather than simply reflecting it. Rob Edwards, Global Head of Product and Research at Morningstar Indexes, has a blunter view of the job: accurately reflect the passive composition of the market, and let the market do the rest. In this episode, Abraham Okusanya and Timeline's Laurentius van den Worm sit down with Rob to unpack what actually happens when a giant private company finally goes public, why its weight starts tiny and climbs as lock-ups expire, and whether anyone can systematically profit from those mechanics. From there the conversation opens out into the questions advisers keep asking: is passive investing really passive if researchers and boards decide what goes in? Does indexing distort price discovery, or make it more efficient? And how worried should we be about concentration when a handful of names now drive most of the market's return? Rob also takes us inside Morningstar's acquisition of CRSP, the University of Chicago dataset with more than 65 years of market history, and makes the case for challenging an index industry he argues has grown on inertia and price rises rather than innovation. Along the way: capping and home bias, the reset in sustainable investing, why peer-group benchmarks flatter active managers, and the private markets frontier that could one day let retail investors buy in before the next SpaceX lists. A sharp, practical listen for advisers who want to understand what really sits under the funds their clients hold.

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  Adviser 3.0: The Podcast

  Ep.137 - Sold. Regretted. Changed the Game: Victoria Hicks on the Exit Most Advisers Get Wrong

  Jul 29, 202653 min

  Victoria Hicks knows what a bad exit feels like! She sold her chartered financial planning firm in 2018, watched the culture collapse within weeks of completion, and spent the years that followed working out why so many sales go wrong. Today, as Founder and CEO of Melo, she's done over 100 transactions and helps firms grow, sell, and build with the end in mind. In this episode, Abraham sits down with Victoria to explore the real barriers to growth in financial planning firms, from owner mindset and the advisor-to-leader transition, to the financial reporting gaps that leave businesses exposed. Victoria also digs into what buyers actually look for, why internal exits are underused, and how Project Exit is opening up the M&A market for privately owned firms.

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  Adviser 3.0: The Podcast

  SoapBox Ep.9 - The Wealth Tax Fantasy, Platforms Skimming Cash & Woodford Won't Quit

  Jul 22, 202658 min

  Matt Pitcher and Abraham Okusanya are back on the SoapBox, joined this time by Caroline Hawkesley, Managing Director of Craven Street Wealth. They open on the tax question no adviser can escape. With a new government expected under Andy Burnham and a £4.7bn hole in the defence budget, the speculation cycle is already grinding client decisions to a halt. Abraham makes the case that wealth taxes are a fantasy that never raise what politicians hope, picking apart Gary Stevenson's Channel 4 turn and siding with Dan Neidle's numbers. Caroline flips the debate to the other side of the ledger: means-testing the state pension, charging for GP visits, and whether we are asking the wrong question entirely. Then to platform cash. The FCA wants platforms to disclose the interest they take on client money more prominently. Abraham, who runs a platform himself, argues disclosure dodges the real issue and that the practice should simply be banned. Why should a platform take a cut of interest on cash when it cannot on equities, bonds or property? The final stretch looks a decade ahead. With half the advice profession heading for retirement, who is building the next generation, and what does a financial planner even look like in the AI-driven 2030s? Caroline argues the profession is not looking far enough forward. And no SoapBox is complete without a trip to the "Shoe Box." This week it is Neil Woodford, still refusing to go quietly, and Terry Smith, who turned over half his portfolio in six months then wrote a 17-page letter blaming the index for his own underperformance. Blunt, opinionated and built for advisers who want the arguments and the evidence in one place.

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  Adviser 3.0: The Podcast

  Ep.136 - Niche Down, Charge Fixed, Stand Alone: Nick Hutchings on Fees, Care Costs and Purpose

  Jul 15, 202659 min

  Nick Hutchings is a Chartered Financial Planner, Accredited SOLLA adviser, and Founder of Rockwealth Reading. He accidentally niched into retirement planning, runs his own podcast The Retirement Lounge, and recently appeared on the Martin Lewis show. In this conversation with Abraham Okusanya, Nick is refreshingly honest about the fixed fees model, what it really takes to go solo, and why the care fees world is rife with conflicts of interest most advisers won't talk about. He makes the case for deferred care fees annuities, explains why he places 50% of his clients into them while the industry average sits in single digits, and reflects on the personal moments that shaped his approach to retirement planning.

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