Tuesday, 23 July 2013 10:24
New website to share expertise in Financial Planning
Abraham Okusanya CFPCM is launching a website called Adviser Hangout featuring interviews with key Financial Planning figures.
Mr Okusanya, who runs outsourced Paraplanning company Finalytiq, started doing interviews at the end of the last year.
He has since interviewed people such as David Ferguson of Nucleus, American Michael Kitces and Paul Resnik from Finametrica.
He said: "From talking to advisers through my work there are a lot of other issues they have to deal with from marketing to practice management to social media.
"I thought 'how can I help with all this other stuff they have to deal with?' and got all these experts in all these areas to share their knowledge and expertise."
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His next interviews are lined up with Clive Waller from CWC Research who will talk about advisory firms of the future and Mark Polson from the lang cat who will talk about model portfolios and the 'pie of destiny'.
He said he hoped to have more interviews with American experts and experts from other industries. He would also be interviewing select leading Financial Planners.
He said: "I'd like to reach beyond financial services and speak to other people from other industries that might be of relevance to Financial Planners. There is a huge amount of knowledge in the US too."
The interviews will be on the website adviserhangout.co.uk , which will be live from the end of August, and also available as podcasts on iTunes.
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Mr Okusanya, who runs outsourced Paraplanning company Finalytiq, started doing interviews at the end of the last year.
He has since interviewed people such as David Ferguson of Nucleus, American Michael Kitces and Paul Resnik from Finametrica.
He said: "From talking to advisers through my work there are a lot of other issues they have to deal with from marketing to practice management to social media.
"I thought 'how can I help with all this other stuff they have to deal with?' and got all these experts in all these areas to share their knowledge and expertise."
{desktop}{/desktop}{mobile}{/mobile}
His next interviews are lined up with Clive Waller from CWC Research who will talk about advisory firms of the future and Mark Polson from the lang cat who will talk about model portfolios and the 'pie of destiny'.
He said he hoped to have more interviews with American experts and experts from other industries. He would also be interviewing select leading Financial Planners.
He said: "I'd like to reach beyond financial services and speak to other people from other industries that might be of relevance to Financial Planners. There is a huge amount of knowledge in the US too."
The interviews will be on the website adviserhangout.co.uk , which will be live from the end of August, and also available as podcasts on iTunes.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
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