Rob Stevenson: Building Enterprise Value in Financial Planning Businesses

  For many financial planning business owners, the hope is that one day, they’ll be in a position to cash in on their lives’ work by selling their firms. However, with vast majority of firms heavily reliant on the owners, this may be more challenging that many think. In this video, Rob Stevenson of Kingmakers […]

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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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