Adviser 3.0: The Podcast

Abraham Okusanya

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Booking Overview

A candid, adviser-focused show at the intersection of retirement, investing, and fintech—bridging practical portfolio thinking with real-world business lessons. It’s a strong booking fit for CFPs, financial planning leaders, and fintech/investing voices who can discuss strategy, fees, and client value.

Metrics

Episodes: 147

Frequency: Weekly

Rating: 4.4/5.0

Estimated listeners: <1k

Gender skew: Male

Location: United Kingdom

YouTube: 198 subscribers

Instagram: 269 followers

Contact Information

podcasts60+41f55cbc@anchor.fm

For verified host and producer emails, sign up to view.

Host

Abraham Okusanya - Described as the host of Adviser 3.0: The Podcast, bringing “raw honesty,” “critical analysis,” and “no-holds-barred insight” at the intersection of retirement, investing, and fintech.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Senior financial advisers and planning-firm leaders (e.g., CFP/CFP-equivalent), founders/co-founders, managing directors, portfolio managers, and fintech/investing specialists with credible experience in retirement/investing and adviser operations (business model, fees, portfolio construction, implementation).
Required Achievements:  
Founded or co-founded a financial planning firm or advisory platform, Built and scaled a distinctive adviser business model (profitability, team/talent programs, service-level approach), Held senior roles in portfolio management or investment strategy within established asset/investing firms

Recent Guest Discussions

Keith Butten - Building A Long-lasting Financial Planning Firm; Fee Models; Employee Ownership Trusts Vs Consolidation; Talent Development And Client-selection Philosophy

Olivia Maynard - Building A People-first Business Culture; Team Structure; Workplace Boundaries; Operating Model And How Tech Is Reshaping Planning Roles

Recent Topics

Retirement, Investing, Fintech, Financial Planning, Wealth Management

Episodes

Here's the recent few episodes on
Adviser 3.0: The Podcast
:

SoapBox Ep.8: Dying on the Wrong Day: Pension IHT, the SpaceX IPO and Deepfake Billions

July 01, 2026

Some conversations on SoapBox are uncomfortable. This is one of them.Abraham Okusanya and Matt Pitcher are joined by Lauren Turner, Head of Financial Planning and Chartered Financial Planner at TFP Financial Planning, to work through three topics that every adviser should be thinking about right now.First: has the SpaceX IPO broken indexing? The media says yes. The data says otherwise. Abraham makes the case that the panic doesn't survive contact with evidence, and that for Mrs. Miggins i...

Sunset Studio Sessions - The Empathy Delusion: AI Is the Real Threat to Financial Advisers

June 24, 2026

For years, financial advisers have been told that empathy is their ultimate competitive advantage, the moat that no algorithm can cross. But what if that assumption is the most dangerous bet in the profession?Recorded live at the Adviser 3.0 2026 conference, this special live edition of SoapBox takes Dan Haylett's viral LinkedIn article, The Empathy Delusion, as its starting point and tears into one of the most urgent questions facing the advice profession today. Host Matt Pitcher is join...

Ep.135 - Life Is Not a Rehearsal: Keith Butten on EOTs, Fees and Life Beyond the Money

June 17, 2026

What does it actually take to build a financial planning firm that lasts, not just one that sells? Keith Butten, CFP Certified Financial Planner and co-founder of boosst, has spent four decades finding out. In this episode, Abraham sits down with Keith to explore the philosophy behind one of the UK's most distinctive lifestyle financial planning businesses, from scrapping self-employed advisers and building from a blank piece of paper, to a fee model designed around service levels and client ...

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