The only podcast focussed on the ‘no man’s land’ between non-advisory roles and a financial adviser role. The hosts, Sean Banks and James Mousley, will be lifting the lid on the transition between these two roles with their mission to help as many individuals as possible bridge their own Adviser Gap. They will be joined by many fantastic guests to uncover their experiences, knowledge and top tips to provide the listener with actionable insights for a smoother transition. May include Sean and James having a bit of fun and talking rubbish along the way. - Theme tune by Joe Sheldon.
The Power of Financial Coaching with Catherine Morgan
This week on the Adviser Gap podcast we are joined by the ever-passionate Catherine Morgan, Founder of The Money Panel.
Listen in to hear Catherine’s journey and evolution to one of the upcoming stars within the profession. Hear how her own experiences created a focus on helping women to have a greater understanding of money, control their emotions around money and most importantly provide them with lasting confidence and lifelong skill for managing their finances...
Changing the public perception of Financial Planning with Anthony Villis
This week on the Adviser Gap podcast we are joined by the energetic Anthony Villis, Managing Director of London based First Wealth.
Listen in to hear how Anthony and First Wealth are planning to create a wave of positive change to improve the public’s perception of financial planning. There are great insights into how we can all play a part in this and how this can improve a budding financial planners progression. Tune in as Anthony offers great advice around the Adviser Gap too.
From leaving school at 16 to Managing Director of a national advisory business all before 30 with Neil Moles
This week on the Adviser Gap podcast we are joined by the determined and passionate Neil Moles, CEO of The Progeny Group.
Listen in as Neil talks us through his journey and how his values and principles are behind driving the profession forwards... As always there are loads of great advice and guidance offered for any budding financial planner; definitely a show not to be missed!
The Behavior and Adviser Gap with Carl Richards
This week on the Adviser Gap podcast we are joined by the legend that is Carl Richards, Certified Financial Planner, author of Behavior Gap, creator of the Sketch Guy column, keynote speaker and founder of The Society of Real Financial Advisors.
Please get in touch with us if you would like a copy of the core chapters of the Behavior Gap.
From the Royal Air Force to Certified Financial Planner with Elizabeth Bradshaw
Elizabeth Bradshaw is a Chartered Wealth Manager, Certified Financial Planner and Fellow of the PFS. Having joined Fiscal Engineers in 2009 as a financial planning technician after a spell with the RAF, Elizabeth has taken her career journey by the horns to become a highly skilled and qualified Financial Planner for one of the country’s most reputable financial planning businesses.
From art history to the Big Smoke to a financial planner in the Scottish Highlands with Jenny Madhoo
This week on the Adviser Gap Podcast we are joined by Jenny Madhoo, Chartered Financial Planner at the multi-award winning Acumen Financial Planning.
Jenny has experienced the ups and downs of the financial services sector, but has always looked to take the positive from all of her experiences. Having studied her passion of art history at the University of Warwick, she was attracted to the bright lights of London and then a life changing opportunity led to a move to the Scottish Highlands.
Love the show guys, really good to get an insight from people in the profession. Lots of solid advice and recommendations for further reading. Keep up the good work
This podcast is not just for those transitioning through to adviser. The quality of the guests and their shared wisdom through their stories is great to learn from, even for experienced planners. Fantastic work chaps 👏🏻
A great resource for the budding adviser
As someone very early on on the path to being an adviser (1 exam down!), I’ve found this podcast to be one of the most informative resources I’ve found. Aside from its prime purpose in helping people bridge ‘the gap’, it’s given me a great insight into the para-planning and adviser roles, and pointers to invaluable resources.
Hopefully the presenters will take heed of the advice given by many of their contributors, and keep doing what they’re doing.