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Book now for our flagship conference in May and explore the compelling content available on this website.

 

   15.05.25  |    LONDON

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Events

Book for our epic conference or one of our regular webinars that explore and expand on the key issues and themes for financial planners.

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Podcast

Not your average podcast! Adviser 3.0 is hosted by Abraham Okusanya, discussing retirement, financial planning and tech.

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Blog

All your Adviser 3.0 news in one place, articles, case studies, guides & papers, research and webinar recaps.

 Highlights from the 2024 Conference 

 

 

Exceptional Speakers

At Adviser 3.0 you can expect dynamic and inspiring keynote speakers, full throttle panel sessions and cutting edge tech demos.
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Abraham Okusanya

Founder & CEO

Timeline

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Deborah Meaden

TV Personality & Entrepreneur

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Gino Wickman

Author, Speaker, Teacher, Entrepreneur 

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Heather Hopkins

Founder & MD

NextWealth

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Ola Abdul

CEO

Fundment

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Nicki Hinton-Jones

CIO

Timeline

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Martin Jennings

CEO

Parmenion

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Cathi Harrison

Founder and CEO

The Verve Group
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Stephen Gazard

Chief Distribution Officer

Quilter
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Victoria Sena

Chief Operating Officer

Six Degrees

Matt-Pitcher

Matt Pitcher

Managing Partner

 Altor Wealth Management

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Latest Podcast Episode

Ep. 96 - The Three Domains of Freedom: George Kinder’s Holistic Path to True Wealth

Join Abraham and George Kinder as they discuss the future of financial planning with a focus on mindfulness, personal freedom, and living in the moment. George shares insights from his new book, The Three Domains of Freedom, exploring how freedom unfolds in each moment, throughout life, and within society.

Be the first to hear!

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Quite possibly the biggest mistake I’ll make in 2024 will be not having gone to Adviser 3.0! With a lack of new advisers coming in to financial advice; there couldn’t have been a better advert! All I’ve seen is video after video after photo of energy, drive, passion, fun and humour. Abraham Okusanya and all of the Timeline team, keep up the excellent work! I’m sure you’ve barely even started with the plans you have in store. I’m on board for the ride (I’ve signed up for the 2025 early bird already!)
Honestly, I thought the whole event was great. In particular, Deborah & Gino were incredible
Struggle to improve on it. Great venue. Well organised. Absolutely great day
Honest feedback was that it was a great, fun and informative day
I thoroughly enjoyed the day, thank you so much for the effort that went into organising it.  Fantastic line-up and a friendly group
A thought provoking event, full of inspiration and motivating content. Information was relevant and pitched at the right level, no 'teaching grandma to suck eggs'. It was also fun and there were no product pushes. Well worth a day away from the office.
We had a whale of a time, and I think you and your team are the best conferencing guys that I have yet to work with.
Guy Skinner, Citygate Financial Planning
Jake Bernardi, 57 North
Greg Cooke, Polaris Wealth Management
Reme Holland, Albert Goodman
Rebecca Bonner, Cove Financial Planning
Jenny Jackson, Premier Plus Ltd
Gary Winslow, Asset-Map

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