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Adviser 3.0: The Podcast

by Abraham Okusanya

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Latest episodes

SoapBox Ep.16: Send in the Clones, the White Label Trap, and the FCA Asks “Nicely”

October 28, 2026 · 52 min

The FCA has asked the world's biggest AI companies to behave themselves. Politely. Rebecca Aldridge, Managing Director and founder of Balance: Wealth Planning, joins Abraham Okusanya and Matt Pitcher on the SoapBox, and the debate gets…
SoapBox Ep.15 (Part 2): Who Pays? Billionaires Leave, the LSE Shrinks, and Budget Bingo

October 23, 2026 · 40 min

Who Pays? Part 2 of 2 Britain’s billionaires are packing their bags. Should we feel sorry for them? In the second half of this bumper SoapBox, Matt Pitcher and Abraham Okusanya are back with Clémence Chatelin, Chartered Financial Planner…
SoapBox Ep.15 (Part 1): Who Pays? Gen Z Gambles, ESG Retreats, and Help to Buy Returns

October 21, 2026 · 51 min

Who Pays? Part 1 of 2 What if the worst-case scenario in your cash flow model isn’t bad enough anymore? In the first half of a bumper SoapBox, Matt Pitcher and Abraham Okusanya are joined by Clémence Chatelin, Chartered Financial Planner…
Ep.142 - Your Business Isn't Your Pension: Reme Holland on Advice Inside an Accountancy Firm

October 14, 2026 · 59 min

“My business is my pension.” Reme Holland hears it all the time from business owners, and he always gives the same answer: it really isn’t. Reme runs financial planning inside Albert Goodman, one of the South West’s biggest accountancy…
Ep.141 - The Fault Lines of Finance: Philippa Hann on Why Good Professionals Go Wrong

October 7, 2026 · 53 min

Philippa Hann spent the best part of 20 years as a litigator in financial services, working on the scandals that kept on coming. Underneath every one sat the same question: why do good people do bad things? Her new book, The Fault Lines of…

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Ep.140 - Advice Wasn't Built for People Like Me, Lisa Conway-Hughes on Building One That Fits

September 30, 2026 · 39 min

Lisa Conway-Hughes never expected to end up in financial advice. She always felt it wasn't an industry for people like her, so when she founded LCH Wealth she set out to build the firm she would actually have wanted as a client. In this…
SoapBox Ep.14 - When the Expert Walks, the Old Guard's Reckoning, and Why the US Gets the Good AI

September 23, 2026 · 58 min

SoapBox is the undiluted edition of Adviser 3.0, where Abraham Okusanya and Matt Pitcher give their unfiltered take on the news moving UK financial advice. This week they're joined by Emma Bird, Financial Planning Director at Hansford…
SoapBox Ep.13 - Great Companies Beaten by Inflation, The Pensioner Tax Raid, and and Minting New Advisers

September 16, 2026 · 1 hr 7 min

A portfolio built from the biggest, best companies in the world, held right through one of the great bull markets, and it still lost to inflation. How does that happen, and who is it happening to? That is where this episode of SoapBox…
SoapBox Ep.12 - The Special Needs Clients You Don't Know You Have, and the ISA Cliff Edge

September 9, 2026 · 1 hr 12 min

Ask a room full of advisers whether they have clients affected by special needs or disability, and most will say it is not really their world! Ali Fanshawe, Co-Founder of SENDA, is on the show to explain why that answer is almost always…
BONUS: This Summer on Adviser 3.0

September 2, 2026 · 55 min

A bonus episode, and a look back at the standout conversations from across Adviser 3.0 and its sister show, SoapBox. Six moments worth a second listen. Nick Hutchings of Rockwealth on care fees, the annuities that pay for them, and why a…
Ep.139 - No Clients, No Book, No Blueprint: Matt Abouzeid & Mohneet Dhir on Building &together

August 26, 2026 · 60 min

What does it take to walk away from a secure, senior role at one of the world's biggest asset managers and start again with nothing? Matt Abouzeid (Co-Founder and Managing Director) and Mohneet Dhir (Co-Founder and Chief Investment…
SoapBox Ep.11 - Do Women Build Better and Men Build Bigger? Advice Gap Row, and Millionaire Exodus

August 19, 2026 · 1 hr 17 min

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…

Full episode archive on Apple Podcasts →

About the show

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.