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

Join Abraham Okusanya for an insightful episode with Lloyd Davies, owner of RockWealth Aberdeen. Here’s what is covered in the episode: 19 years in Financial Services and what that looks like Two questions to consider when taking the next step in business The entrepreneurial journey and ‘getting permission’ The power of the press and social media What’s next for RockWealth Aberdeen

Om Podcasten

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.