In the latest episode of Adviser 3.0, host Abraham Okusanya sits down with David Gibson, Managing Director of Gibson Financial Planning Ltd.
Had a great conversation on the Adviser 3.0 podcast chatting with Abraham Okusanya in London recently. Here it is – enjoy 😃
What happens when someone who never planned to join the family business ends up leading it?
In the latest episode of Adviser 3.0, host Abraham Okusanya sits down with David Gibson, Managing Director of Gibson Financial Planning Ltd.
David shares the story behind the firm his father founded in 1991, how he went from having no intention of entering financial services to eventually taking the reins, and what it takes to evolve a long-standing advice firm in today’s environment.
The conversation covers succession, leadership, growth, and the realities of running a modern financial planning practice.
If you are interested in how advice firms transition between generations and continue to develop, this is a conversation worth listening to 👉
Apple podcast: https://podcasts.apple.com/gb/podcast/adviser-3-0-the-podcast/id1547403924?i=1000754620903
Spotify: Play from 0:02 https://open.spotify.com/episode/2YBCu7wB19eZLk6mERzCwV?si=csELhFWJQTW3AucCsnbzsg&pi=qNuF8pPtQC2bP&t=2
