Video: Paul Armson on Delivering A Compelling Client Proposition

  Earlier this week, I connected with Paul Armson of InspiringAdviserOnline for the lastest AdviserHangout session.  Sharing his own inspiring story of how he got into financial services and built a successful business around delivering Lifestyle Financial Planning, Paul offered many practical ideas and insights into to why and how advisers can deliver compelling propositions that clients […]

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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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