HeyJaredAdviser 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.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Ep.140 - Advice Wasn't Built for People Like Me, Lisa Conway-Hughes on Building One That Fits (opens the original)
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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 episode, host Kate Phillips traces Lisa's route from a commission-only role cold-booking appointments, with no safety net to fall back on, to becoming a directly authorised Chartered Financial Adviser running her own growing practice. Lisa is candid about the lea
SoapBox Ep.14 - When the Expert Walks, the Old Guard's Reckoning, and Why the US Gets the Good AI (opens the original)
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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 Bell, for a wide-ranging and often provocative conversation. They open on the news that a long-trusted technical and tax resource is being pulled in-house, what that leaves for the independent advisers who relied on it, and why the veteran who built it is striking
SoapBox Ep.13 - Great Companies Beaten by Inflation, The Pensioner Tax Raid, and and Minting New Advisers (opens the original)
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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 begins. Abraham Okusanya and Matt Pitcher are joined by Julian Gilbert, Founder and Director of Wealth Matters, for a blunt hour on where financial advice earns its keep and where it quietly fails people. They open on the great companies beaten by inflation: a pros
SoapBox Ep.12 - The Special Needs Clients You Don't Know You Have, and the ISA Cliff Edge (opens the original)
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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 wrong, and why the families sitting quietly in every client bank are among the most exposed to getting the planning wrong. Abraham and Matt both admit, on air, how little the industry really sees of the end client behind the pot of money. From there the conversat
BONUS: This Summer on Adviser 3.0 (opens the original)
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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 fixed fee changes the whole conversation. Caroline Hawkesley of Craven Street Wealth on the cash sitting on platforms, and whether clients are getting their fair share of the interest. Victoria Hicks of Melo on the growth wobble, and why the hardest decisions a
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