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Adviser 3.0: The Podcast

Adviser 3.0: The Podcast

Business:Investing

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

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

2023-03-03
Download Right click and do "save link as"

Abraham chats to the esteemed Catherine Morgan about her journey in financial services, covering:

  • How she got into the world of financial planning & coaching
  • What does money mean to different people?
  • The psychology behind people’s relationships with money
  • What is ‘wealth’?
  • How life and trauma shape behaviour
  • The 5 money types
  • Building a brand & finding your ‘why’
view more

More Episodes

Smart by name, Smart by nature
2023-02-15
Guaranteed Income - JUST Special
2023-02-01
Bond Brawl: Nick Lincoln vs. Abraham Okusanya
2023-01-25
Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker
2023-01-11
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!
2022-12-21
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.
2022-12-09
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.
2022-11-23
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!
2022-11-02
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!
2022-10-19
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!
2022-10-05
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!
2022-09-14
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!
2022-09-02
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!
2022-08-03
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
2022-07-13
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.
2022-06-29
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!
2022-06-15
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!
2022-06-01
Ep 32 - Chris Hayes joins Abraham Okusanya to discuss his report on 'The Passive Revolution' and all things Index Investing
2022-05-18
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...
2022-04-06
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
2022-03-23
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