Adviser 3.0: The Podcast (@adviser3point0_) 's Twitter Profile
Adviser 3.0: The Podcast

@adviser3point0_

Not your average financial podcast! Expect no-holds-barred insight at the intersection of retirement, investing and fintech.

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linkhttps://linktr.ee/adviser3point0 calendar_today08-01-2021 09:47:30

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407 Followers

93 Following

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In Episode 101, Abraham Okusanya interviews chirine harb, COO of Capital Asset Managementโ  ๐ŸŒŸ Operational excellence ๐ŸŒŸ Leadership insights ๐ŸŒŸ Client-focused success She shares insights on trust, efficiency & true wealth. Listen now ๐Ÿ‘‰ eu1.hubs.ly/H0h50X90

In Episode 101, <a href="/AbrahamOnMoney/">Abraham Okusanya</a> interviews <a href="/chirineharb2/">chirine harb</a>, COO of Capital Asset Managementโ 

๐ŸŒŸ Operational excellence
๐ŸŒŸ Leadership insights
๐ŸŒŸ Client-focused success

She shares insights on trust, efficiency &amp; true wealth.

Listen now ๐Ÿ‘‰ eu1.hubs.ly/H0h50X90
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The CEO & COO Relationship: Built on Trust ๐Ÿค Chirine Harb tells Abraham Okusanya why trust is key for CEOs & COOs. A great COO must push back, and a great CEO must be strong enough to hear "no." Watch now ๐Ÿ‘‰ eu1.hubs.ly/H0h6Vcp0 #Leadership #CEO #COO

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Breaking Barriers with Family Support ๐ŸŽ In this clip, Chirine Harb shares a powerful story with Abraham Okusanya about how her parents supported her dreams from a young ageโ€”even when it meant breaking the rules. Watch now ๐Ÿ‘‰ eu1.hubs.ly/H0h6SK10 #Podcast #Inspiration

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Redefining True Wealth ๐Ÿ’ก For Chirine Harb, true wealth isnโ€™t just about moneyโ€”itโ€™s about impact, peace of mind, and knowing youโ€™ve made a difference. In this clip with Abraham Okusanya, she shares what wealth really means to her. Watch now ๐Ÿ‘‰ eu1.hubs.ly/H0h7wqc0 #Podcast

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What does it mean to be truly wealthy? ๐Ÿค” In our latest episode, Abraham Okusanya sits down with Daniel Crosby to explore the deep ties between money, meaning, and happinessโ€”showing that real wealth extends beyond finances. Listen here ๐Ÿ‘‰ eu1.hubs.ly/H0ht_Rp0

What does it mean to be truly wealthy? ๐Ÿค” 

In our latest episode, <a href="/AbrahamOnMoney/">Abraham Okusanya</a> sits down with <a href="/danielcrosby/">Daniel Crosby</a> to explore the deep ties between money, meaning, and happinessโ€”showing that real wealth extends beyond finances. 

Listen here ๐Ÿ‘‰ eu1.hubs.ly/H0ht_Rp0
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"Money buys the absence of misery. Full stop." Abraham Okusanya & Daniel Crosby break down how money impacts happinessโ€”and why, for some, it doesn't. Full episode ๐Ÿ‘‰ eu1.hubs.ly/H0hxsgG0 #MoneyAndHappiness #Podcast

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Why do so many financial advisers have kids, spouses, or siblings join the profession? Daniel Crosby says itโ€™s simple: impact meets income. โ€œThere may be no better job in the world.โ€ eu1.hubs.ly/H0hxshj0 #FinancialAdvice #Podcast

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What happens when your career could be over by 30? โšฝ On Adviser 3.0, Abraham Okusanya chats with Patrick Foley, founder of Sonar Financial, on the unique challenges of advising elite footballer. Listen now ๐Ÿ‘‰ eu1.hubs.ly/H0hNQLz0 #adviser3point0 #podcast

What happens when your career could be over by 30? โšฝ

On Adviser 3.0, <a href="/AbrahamOnMoney/">Abraham Okusanya</a> chats with Patrick Foley, founder of Sonar Financial, on the unique challenges of advising elite footballer.

Listen now ๐Ÿ‘‰ eu1.hubs.ly/H0hNQLz0

#adviser3point0 #podcast
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The Unseen Side of Football & Financial Advice โšฝ In the latest Adviser 3.0 podcast, Patrick Foley from Sonar Financial Services shares how his experience with football players reshaped his client-first approach to financial advice. Listen now ๐Ÿ‘‰ eu1.hubs.ly/H0hRClS0

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In the latest Adviser 3.0 podcast, Patrick Foley discusses how up to 40% of football players face bankruptcy and the role of financial planning in changing that. He shares insights on balancing the "now" with future security. Listen here ๐Ÿ‘‰ eu1.hubs.ly/H0hRYK_0

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In the latest Adviser 3.0 podcast, Patrick Foley shares a story about retired football players adjusting to life after their career and why early retirement planning is key. Listen now ๐Ÿ‘‰ eu1.hubs.ly/H0hRXz10 #Adviser3Point0 #RetirementPlanning

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Women are rewriting the rules. โœจ Emmelia Powell joins Abraham Okusanya to explore how female entrepreneurs are blending purpose, motherhood and ambition. Listen here: eu1.hubs.ly/H0j8KMM0 #WomenInBusiness #Entrepreneurship

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Abraham Okusanya chats with Phil Bray of The Yardstick Agency on what really works in marketing advice firms. From referrals to reviews, itโ€™s packed with practical tips for 2025 and beyond. #adviser3point0 #podcast

Abraham Okusanya chats with <a href="/philbray73/">Phil Bray</a> of <a href="/yardstickagency/">The Yardstick Agency</a> on what really works in marketing advice firms. From referrals to reviews, itโ€™s packed with practical tips for 2025 and beyond. 

#adviser3point0 #podcast
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Magpie marketing: chasing every shiny new idea without a strategy. โœจ Phil Bray joins Abraham Okusanya to explain why doing more isnโ€™t always better. Watch the full episode ๐Ÿ‘‰ eu1.hubs.ly/H0jGt_g0 #Podcast #MarketingStrategy

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With AI making content creation easier, those who know how to promote it will win. ๐Ÿš€ Phil Bray chats with Abraham Okusanya about standing out. Watch the full episode ๐Ÿ‘‰ eu1.hubs.ly/H0jHbZ-0 #Podcast #AI

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Most planners aren't competing at the first meeting. The real competition happens earlier and itโ€™s invisible. ๐Ÿ‘€ Phil Bray tells Abraham Okusanya why social proof matters. Watch ๐Ÿ‘‰ eu1.hubs.ly/H0jHhcx0 #Podcast #FinancialAdvisers

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Sarah Roughsedge joins Abraham Okusanya to talk stigma in financial planning, shifting perceptions and championing change, especially for women in the profession. Catch the full episode ๐Ÿ‘‰ eu1.hubs.ly/H0jWHck0 #FinancialPlanning #WomenInFinance #AdviserVoices

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Sarah Roughsedge shares how Eva Wealth Management, a financial planning service for women, was born from her journey in a male-dominated industry. Watch the full episode ๐Ÿ‘‰ eu1.hubs.ly/H0jWnWn0 #FinancialPlanning #WomenInFinance

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Sarah Roughsedge shares the journey of balancing two roles at Clarus Wealth and Eva Wealth Management, and how a pivotal moment led her to focus fully on Eva, where her heart and clarity lie. Catch the full episode here ๐Ÿ‘‰ eu1.hubs.ly/H0jWHtg0 #WomenInFinance

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Sarah Roughsedge paints a bold vision for Eva Wealth Management in the next few years, with full-service financial planning and support for underserved women. Watch the full episode ๐Ÿ‘‰ eu1.hubs.ly/H0jWJd50 #FinancialPlanning #WomenInFinance