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
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Podcast Overview
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.
Language
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Publishing Since
1/5/2021
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Recent Episodes

June 3, 2026
Ep.134 - The Breath Moment: Olivia Maynard on Building a Business Around People, Not Job Boxes
<p>Olivia Maynard is Managing Director at TFP Financial Planning in Essex. In this episode, she shares how she went from school leaver to MD without ever planning it that way, why she stepped away from financial planning into operations, and how she has built a culture where no one is confined to a job box.</p><p>Olivia talks about the "breath moment" - that exhale when a client finally lets go of years of financial anxiety - and why it still drives everything TFP does. She opens up about her first pregnancy during Covid, severe pre-eclampsia, an emergency delivery at 30 weeks, and how that experience shaped both her resilience and her thinking on boundaries in the workplace.</p><p>The conversation also covers how TFP approaches team structure, the death of the brilliant jerk, disagree and commit, and where she thinks the industry is heading as technology reshapes every role from paraplanner to administrator.</p>

May 29, 2026
Sunset Studio Sessions - CEO Perspectives: Key Trends for Advisers in 2026
Ed Carey interviews Philippa Mather, Jo French, and Alan Smith about AI, growth strategies, and talent to help advisers navigate future business trends.

May 20, 2026
Ep.133 - Doing It Your Way: Tara Maynard on Imposter Syndrome, Culture, and Making Partner
Host Kate Phillips interviews Tara Maynard, Partner and Chartered Financial Adviser, about overcoming imposter syndrome and building a successful career on her own terms in financial planning.
143 total episodes available with 64 transcripts
Recent guests on Adviser 3.0: The Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Philippa Mather
Guest
Jo French
Guest
Alan Smith
Guest
Tara Maynard
Guest
Sarah Roughsedge
Guest
Ed Dymott
Guest
Dominic Thomas
Guest
Dan Haylett
Guest
Chris Palmer
Guest
Brian Hill
Guest
David Gibson
Guest
Louise Jeffreys
Guest
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Frequently asked questions
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- What is Adviser 3.0: The Podcast?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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