All Episodes

SoapBox Ep.6 - Scrap the Triple Lock, Quit the Big Firm & Master Your Money Mind

Ep.132 - Buy Low, Flip High and Hope for the Best: Ed Dymott on Why Consolidation Is Broken

Ep.131 - The Ethics of Owning Everything: Dominic Thomas on Indexing, Capitalism and Conscience

Ep.130 - The Retirement Lie: Dan Haylett on Purpose, Identity and the Second Half

SoapBox Ep.5 - £2.2 Trillion Idle, Mag Seven Panic & the Behavioural Wrecking Ball

Ep.129 - Would You Buy the Firm You Work For? Chris Palmer on Equity and Progression

Ep.128 - Bought Out, Pushed Out, or Wheeled Out: Brian Hill on the Reality of Exits

Ep.127 - Limiting Beliefs Limit Businesses: David Gibson on Mindset and Impact

Ep.126 - You Built It. Can You Afford to Sell It? Louise Jeffreys on M&A and Market Reality

SoapBox Ep.4 - Financial Advice at the AI Crossroads: Empathy, Expertise, and Human Touch in the Agentic Era

Ep.125 – Taking the Risk to Lead: Andy Hounsell on Multiplying Talent and Scaling Purposefully

Ep.124 - He Built Clients, a Following, Then a Second Business: Ian Dempsey on Doing Advice Differently

Ep.123 - Internal Succession That Works: Ashton Chritchlow on Leadership, Equity and Sustainable Growth

Ep.122 – Growth Problems Are Leadership Problems: Sasha Wakefield on Decisions That Stall or Scale Growth

SoapBox Ep.3 - Passive Investing Didn’t Break Markets, It Exposed Active Management

Ep.121 - The Conversation Most Firm Owners Avoid: Alasdair Walker on Ownership and Control

Ep.120 - How High Performers Approach Growth: Ross Anderson on Mind, Performance and Behaviour

Ep.119 - Fintech at Full Speed: Will Webber on Market Shifts, Strategy and Real-World Growth

SoapBox Ep.2 - Budget Theatre, FCA Hype-Type Revealer & AI Delusions and Write-Offs

Ep.118 - Two Decades of Progress: David Jones on Legacy, Leadership and the Future of the Profession

SoapBox Ep.1 - Flatlining Revenue & the Quiet Culling of Low-Value Clients: FCA Advice Data on How Consumer Duty is Reshaping Advice Economics

Ep.117 – Dissecting Market Concentration: And America’s Grip on Global Markets with Laurentius van den Worm

Ep.116 - Navigating the Maze: David Morrey on Risk, Regulation and the FCA’s Growth Agenda

Ep.115 - Meaning, Metaphor and Money: Mike LeGassick’s Guide to Client Conversations

Ep.114 - Family-First Finance: Where Family Values Meet Financial Advice with Samantha Challis

Ep.113 - Beyond Asset Accumulation: Tom Morgan On Helping Clients Actually Enjoy Their Money

Ep.112 - Rebrand, Rebuild, Relate: Shadi Kirk’s Lessons in Evolving a Modern Advice Business

Summer Series #2: Samantha Russell

Summer Series #1: Dr. Daniel Crosby

Ep. 108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up

Ep. 111 - From Property to Pounds: Frankie Smith’s £25M Community-Led Wealth Journey

Ep. 110 - Special Episode: Fran Kinniry's Three Decades at the Heart of Vanguard

Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey

Ep. 107 - From Paraplanner to Owner: An MBO Success Story with Lisa Johnstone

Ep.106 - Elevating Women’s Wealth with Sarah Roughsedge of Eva Wealth

Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray

Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges

Ep.103 - Financial Planning For Elite Athletes with Patrick Foley

Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning

Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth

Ep. 100 - Integrating Lombard Lending into Holistic Financial Planning with David Newman

Ep. 99 - Be Brave & Do It: A Full Circle Moment with Emma Napier

Ep. 98 - Life After Exit: Jon Slater on Building, Selling and What's Next

Ep. 97 - Client Focused, Team Driven: Challenges and Triumphs in Financial Planning with Dan Boden

Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth

Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success

Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning

Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole

Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring

Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future

Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell

Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner

Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt

Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees

Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection

Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development

Leading with Trust and Empathy: Simon Rogerson of Octopus Group

Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms

Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima

Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah

Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh

Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau

Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew

Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success

Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner

Ep 75: Fixing Adviser Tech Integration & Data Aggregation Headaches with Nicky Sevel

Ep 74: Slaying Sacred Cows in Financial Planning with Scott Millar, Rob Bell & Rob Schwarz

Ep 73: The Joys & Pains of Going Solo with James de Lisle Wells

Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson

Ep 71: Young Blood - Transitioning financial planning businesses to the next generation

Ep 70: Adviser Tech Trends from Across the Pond

Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann

Ep 68: Between a rock and St. James's Place

Ep 67: Insights from Mike LeGassick on the Psychology of Wealth

Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

Ep 65: Financial Planning Through Life's Twists with Karen Ritchie

Ep 64: Elevating Adviser & Client Connections with Alex Whitson

Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies

Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood

Ep 61: Transact’s Jonathan Gunby on the Evolution of Platforms and Adviser Technology

Ep 60: Does ESG investing move the needle in the real world?

Ep 59: Growth Strategies for Ambitious Financial Planning Firms

Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips

Ep 57: Evolving a Business, Little by Little (featuring Jo Little & Alfie Mullan)

Ep 56: Navigating your financial journey with Berry & Oak

Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers

Ep 54: Anatomy of a Million Pound Lifestyle Adviser Practice

Ep 53: Destination Growth

Ep 52: Problem Solver!

Ep 51: Experts in Our Mighty Profession

Ep 50: Not Just a State of Mind, But Being!

Smart by name, Smart by nature

Guaranteed Income - JUST Special

Bond Brawl: Nick Lincoln vs. Abraham Okusanya

Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker

Ep 45 - Ed Moisson, author of 'The Economics of Fund Management' chats to Abraham about his book, covering the investment management industry, mutual funds in the UK and US, and much more!

Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more.

Ep 43 - Roderic 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.

Ep 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!

Ep 41 - The formidable Ruth Sturkey joins Abraham discussing her journey from The Red House to merging with Paradigm Norton, and her new role at the Institute for Financial Wellbeing, and much more!

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

Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more!

Ep 38 - Paulo Costa discusses his latest research on Human vs. Robo-advice, discussing the investors view towards the advice market, how robo-advice is changing the outlook for advisers and more!

Ep 37 - Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more!

Ep 36 - Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & more

Ep 35 - Simonne Gnessen chats to Abraham Okusanya about her role as a Financial Coach, targeting the gap in the market for lower income clients and why there is a bias towards the profession.

Ep 34 - Jason Mountjoy enlightens Abraham on why Clarity is capping their growth, the significance of company culture, the importance of tech and much more!

Ep 33 - Steven Rowe chats to Abraham Okusanya about how to attract new clients without marketing, the structure of Lucent and his latest investment proposition!

Ep 32 - Chris Hayes joins Abraham Okusanya to discuss his report on 'The Passive Revolution' and all things Index Investing

Ep 31 - Carl Richards talks to Abraham about how to get comfortable with uncertainty, how his famous sketches came about, the impact of complex environments and much more...

Ep 30 - Abraham has a fantastic conversation with ‘The Father of Life Planning’ George Kinder, covering the importance of an emotional link with clients, the powerful question of freedom and much more

Ep 29 - Brett Davidson, Founder and CEO of FP Advance, discusses how he is helping advisers, what a start-up could potentially look like on £100k and his latest research paper!

Ep 28 - Heather Hopkins, one of the ‘big brains’ of the industry, discusses her latest MPS report...shedding light on the growing market, whether change is possible and other key takeaways!

Ep 27 - Brian Hill has an enlightening conversation with Abraham on exit strategies and acquisitions…plus inside knowledge on The City & Capital Group!

Ep 26 - Tina Weeks has an eye-opening discussion with Abraham, filling him in on what sparked her passion for life planning, maximising outcomes and performance and much more!

Ep 25 - Robin Wigglesworth launches into a lively and enthusiastic debate with Abraham, discussing his book 'Trillions', how big passive investing is today and much more...

Ep 24 – Catherine Williams discusses the latest DFA’s Global Adviser Survey, including what top firms look like and key trends occurring. Listen to find out more!

Ep 23 - Wade Pfau discusses his newly released 'Retirement Planning Guidebook' with Abraham Okusanya. Wade dives into retirement income styles, the effectiveness of different approaches and much more.

Ep 22 – Matthew Pitcher delves into the details of flat-fee structure, investment proposition and the adviser tech stack with Abraham Okusanya. Listen to the episode now!

Ep 21 – Michael Kitces discusses the outcomes of his latest survey on financial planning, trending adviser technology in America and direct indexing. Don’t miss this episode!

Ep 20 – Abraham speaks to David Jones from Dimensional, who discusses being a Master Trainer in mind mapping, the psychology behind retirement and the barrier towards advice. Don’t miss this episode…

Ep 19 – Robin Powell discusses his new book 'Invest Your Way To Financial Freedom', which provides top tips for those in their 20s and 30s. He looks at the role of passive investing...

Ep 18 – Philippa Hann dives into nitty gritty of the British Steel situation and the complexity of PI cover, including her own insight as a litigator for the Ombudsman...

Ep 17 – Owen Walker delves into the details of his book Built on a Lie, that takes a deep dive into the Woodford scandal, including the FCA loophole which enabled Woodford...

Ep 16 – Ola Abdul on the creation of Fundment, unpacking the £10m fundraising process, and the big news about Timeline’s partnership with Fundment…

Ep 15 - Bella Caridade-Ferreira, founder of Fundscape, gives Abraham the details about why she built the firm, Finscape - her joint venture with Altus, and much more…

Ep 14 – Sean Hagerty, Managing Director of Vanguard Europe, discusses the 10th anniversary of LifeStrategy Funds, the driver behind Vanguard’s foray into financial advice and what’s to come...

Ep 13 – Rowena Crawford discusses her work at the Institute for Fiscal Studies, her recent whitepaper on retirement saving, and her most significant research revelation…

Ep 12 – David Harvey on why he created Seccl, his views on adviser tech and the sale of Seccl to Octopus for £10m…

BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline.

Ep 10 - Rebecca Aldridge on growing from £0 to £100m+ in just 6 years with a flat fee planning model

Ep 9 – David Ferguson, founder and chief executive of Nucleus, gives his thoughts on the state of the industry, the sale of Nucleus to James Hay and his plans for the future.

Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong!

Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…

Ep 6 – Bill Bengen on the history of his research on the 4% rule, his latest thinking on the framework of current strategies and the role of inflation and market valuation on SWR today…

Ep 5– Sarah Newcomb on a behavioural economics and the research from her book Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind. Sarah discusses her research and key

Ep 4 – Tim Horrocks on his role at Rock Wealth, his work with Betafolio and how it helps with portfolio management, and how he invests his money…

Ep 3 - Alan Smith on his vision for the future, the importance of great tech and where he invests his money.

Ep 2 - Sarah Lord

Ep 1 - Paul Lewis