Weekend Digest for Financial Planners/Advisers & Paraplanners (9th & 10th March)

  Welcome to the latest edition of Weekend Digest. This week, we look at articles on  sales…. (yes, that dirty word) and marketing, which includes the use of social media. We end with an article on a common conundrum for many advisers; should we hire someone less experienced and train them up or should we hire a […]

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Abraham Okusanya
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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