Colin Lawson: How a 3½ adviser firm turns over £5m

No one will contest how incredibly difficult it is to scale a financial advice business. The conventional wisdom is that you need an army of advisers to achieve this; after all advisers are the ones who bring in the clients, deliver the financial plans and are pivotal to retaining the clients. In this video, Colin […]

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Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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