The Adviser Gap Podcast: Recent Episodes
Adviser Gap
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.
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.
Catherine is passionate about the power of financial coaching and how that provides the foundation for an advisers and planners relationship with their clients; so much so, that she has launched a Financial Coaching course to train and support her peers.
As always, this episode offers great insight, tips and guidance for aspiring and experienced financial planners, advisers, and coaches alike.
Useful links:
https://themoneypanel.co.uk/
https://catherinemorgan.com/
https://twitter.com/themoneypanel
https://uk.linkedin.com/in/catherine-morgan
https://www.facebook.com/themoneypanel/
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.
Useful links:
https://firstwealth.co.uk/
https://www.inspiringadvisers.co.uk/
https://www.insightfulux.co.uk/
https://www.amazon.co.uk/Loserthink-Untrained-Brains-Ruining-America-ebook/dp/B07P8J8YB6
https://podcasts.apple.com/gb/podcast/first-wealth/id1510232063
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. These values and principles underpin The Progeny Group and the firm’s rapid success is testament to Neil. As always there are loads of great advice and guidance offered for any budding financial planner; definitely a show not to be missed!
Useful links:
https://theprogenygroup.com/
https://theprogenygroup.com/blog/adviser-academy-investing-in-tomorrow/
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.
Tune in as Carl shares his wisdom on the Adviser Gap, how the Behavior Gap plays a pivotal role and the advice he would offer to aspiring financial planners around the world. It was a great chat, and we were privileged to share the air with Carl.
Please get in touch with us if you would like a copy of the core chapters of the Behavior Gap.
Useful links:
https://behaviorgap.com/
https://www.nytimes.com/column/sketch-guy
https://www.thesocietyofadvice.com/
https://ppc.sas.upenn.edu/people/martin-ep-seligman
https://www.kinderinstitute.com/
This week on the Adviser Gap podcast we are delighted to be joined by Elizabeth Bradshaw, Financial Planner at Nottingham based wealth management and financial planning firm, Fiscal Engineers.
Elizabeth 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.
Listen in as Elizabeth shares the story of her journey through the Adviser Gap.
- Fiscal Engineers
Reading Recommendations
- The Boy, The Mole, The Fox and The Horse
- The Squiggly Career
- Dare to Lead
- The Chimp Paradox
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. Jenny offers an open and honest account of her own Adviser Gap journey by breaking down some of her early learning and how she would approach this journey today. Listen in to Jenny as she offers a candid overview of the Adviser Gap and busts a number of the misconceptions of the transition.
This week on the Adviser Gap Podcast we are joined from the other side of the English Channel in The Netherlands by ex-professional sportsman, best-selling author, TEDx speaker and Financial Adviser coach Michiel Van Vugt.
Michiel has spent more than a decade helping financial advisers in The Netherlands create and deliver a better service for their clients. His life mantra, that is central to his coaching of advisers and their clients, is making sure you are “living the life that you want”. Listen in as Michiel reveals his own journey and offer insights on how simplifying financial decisions to make smarter choices can help you to live the life you want.
This week on the Adviser Gap podcast we are joined by not one but two advisers from forward-thinking, London-based lifestyle financial planning firm, First Wealth.
Rob Schwarz joined First Wealth in April 2017 as a Technical Assistant and is now a Financial Planner. He spent a few years working with expats and foreign nationals in Zurich, prior to returning to advise in the UK in 2016.
Scott Millar joined First Wealth in 2018 as a Financial Planner, following previous experience of advising clients repatriating to the UK.
They are both young, ambitious financial planners who have fast-tracked their careers to representing one of the most innovative lifestyle financial planning businesses in the country. We are sure you will appreciate their no-nonsense approach to career progression, as well as their story to discovering a new and different way of serving their clients at First Wealth.
- First Wealth
- deVere Group
- Productivity Ninja
- Legacy
- First Wealth Podcast
- How I Built This
- Surrounded By Idiots
- GaryVee Audio Experience
- Maven Money
This week on the Adviser Gap podcast we are joined by Jo Little, Director and Chartered Financial Planner at Hertfordshire based Emery Little.
Jo is the third generation of ‘Littles’ in Emery Little, following in her Dad and Grandad’s footsteps. She is a Chartered Financial Planner and became a Fellow of the Personal Finance Society at just 27. Not satisfied with that, she then went on to complete the Mentorship programme with the Kinder Institute to become a Registered Life Planner (RLP).
Jo also sits on the Board of NextGen Planners and is also a member of The Ideas Exchange, a mastermind group whose membership includes owners and decision makers of award winning financial planning firms.
As well as all of that, we are sure you will agree that Jo is one of the nicest people in the financial planning profession. Listen in as she shares her journey through the Adviser Gap.
- Emery Little
- Atomic Habits
- Legacy
- His Dark Materials
- Tiger King
- Manhunt: Unabomber
- Making a Murderer
This week on the Adviser Gap podcast we are joined by Justin King, Managing Director of MFP Wealth Management, a Christchurch based financial planning firm specialising in retirement planning.
Justin is one of the country’s most qualified Independent Financial Advisers, with over 25 years’ experience. He is both a Chartered Financial Planner, a CISI Chartered Fellow and one of the small number of Certified Financial Planners in the UK. He is also a Master of Life Planning® with the Kinder Institute, where he now provides time as a tutor and coach.
In 2018, Justin launched The Retirement Café Podcast. As host, Justin interviews guests on all manner of retirement-related topics to help people feel informed and confident in their retirement.
He has a fascinating story to tell and is one of the most interesting characters in the world of financial planning today. We’re sure there will be lots to take away and implement for listeners to this conversation
- MFP Wealth Management
- The Retirement Café Podcast
- Justin King Coaching
- The Kinder Institute
- Certainty Advice Group (Australia)
- The Peter Attia Drive Podcast
Pushing the Profession Forwards with Alasdair Walker
This week on the Adviser Gap podcast, we are delighted to be joined by Alasdair Walker, Director of Leicestershire based financial planning firm, Handford, Aitkenhead & Walker.
Alasdair is one of the leading young financial planning professionals in the country and is hugely passionate about driving the profession forward. Listen in as he shares his story on how persistence and hard work have seen him rise from mortgage underwriter to Chartered Financial Planner and Director of a business he is proud to represent.
- Handford, Aitkenhead & Walker
- CII Local Institute
- Regional PFS
- Thinking, Fast and Slow
- 10% Happier
- Misbehaving
Jeannie Boyle – Executive Director, EQ Investors
This week we are joined by Jeannie Boyle, Executive Director and Chartered Financial Planner at EQ Investors.
Listen in as Jeannie shares her journey from fresh faced entrant to technical whizz to Executive Director. During the show she talks about her passions for Impact Investing and how this was driven by a personal desire to give up smoking and make the world a better place.
It’s not that often that individuals say no to John Spiers, CEO of EQ Investors, and Jeannie has definitely made him work to promote her to the Financial Planner role. So, listen in as we get under the bonnet of her career and learn how she and EQ have developed to offer a great service to their clients.
EQ Investors
Worthstone
Father Ted
'Always hold true to your beliefs' with Lee Robertson – Octo Members
This week on the Adviser Gap podcast, we are joined by Lee Robertson, CEO and founder at Octo Members Group; a dynamic content app for financial services professionals, by financial services professionals.
In this episode, Lee takes us through his journey from what he learned during his armed forces days, to setting up, running and eventually selling his wealth management business Investment Quorum to his employees and now with his new start-up venture, Octo Members.
Lee is certainly one of the leading lights of financial services and we’re certain our listeners will learn an awful lot from his experiences and the stories and insights he shares with us in this interview. Octo Members is available to download on the App Store and Google Play.
- Octo Members
- Investment Quorum
- Dr Daniel Crosby Books
- Medium
- Ted Talks
- The Long Good Friday
Tom Morris – Director & Chartered Financial Planner, Ovation Finance Ltd
This week, we are joined by Tom Morris, AKA Tight-ass Tommo, Director and Chartered Financial Planner at Ovation Finance Ltd.
Hear how Tom’s journey from a Sport Science degree and the courtship of his now wife led him to first moving to the bright lights of London, and then to Bristol. Which is where he crossed paths with former guest and friend of the show Chris Budd. Listen in to Tom’s side of the infamous interview.
As ever, Tom’s candid nature rings true throughout our chat as he offers a fascinating insight into his massive early stage learning curves and provides valuable tips for those making their Adviser Gap journey.
We know that the listeners will take great value from Tom’s passion for personal growth and his focus on coaching-based financial planning.
Ovation
Financial Wellbeing Podcast
The Initiative for Financial Wellbeing
Quiver Management
The Financial Wellbeing Book
Beyond the 4% Rule
Nji Lorimer – Director, London & Capital
This week we are joined by Nji Lorimer, Director and Chartered Financial Planner at London & Capital.
Listen in as Nji shares some brilliant insights from her journey so far, from balancing her career ambition and professional development with her life as a mum of two, to transitioning from her role as a technical Paraplanner to a confident and capable Financial Planner. It’s fair to say Nji has fast-tracked her career trajectory to her current position of Director at London & Capital, working with High Net Worth business leaders in the city.
We’re sure her discipline, determination and willingness to succeed will inspire listeners to take their own career to the next level.
- London & Capital
- How to Fail with Elizabeth Day
- Atomic Habits – James Clear
This week, the hosts welcome Chris Budd to the Adviser Gap podcast. Chris is perhaps best known as the Founder and Chairman of Bristol based financial planning firm, Ovation Finance. As well as his continuing work with Ovation, Chris also chairs the Initiative for Financial Wellbeing and is founder of the Eternal Business Consultancy. He is also the author of several novels as well as The Financial Wellbeing book and host of The Financial Wellbeing podcast. It’s fair to say that Chris knows a thing or two about being successful in the world of financial planning, coaching, training and business consultancy.
We’re very excited for you to be able to listen to our conversation with Chris, as he shares unparalleled insights into Financial Wellbeing and how to incorporate this ethos into your role as a financial planning professional.
- Ovation
- The Initiative for Financial Wellbeing
- Quiver Management
- The Eternal Business Consultancy
- The Financial Wellbeing Book
This week we welcome Laura Thursfield to the Adviser Gap podcast. Laura is a Financial Planner at Mazars UK and winner of both the Birmingham Young Professional of the Year and Women in Finance Awards in 2018. Laura is also a Founding Member of Mazars ‘Speakeasy’ Network, responsible for championing the acceptance of disability in the workplace, with commitment to changing the way the organisation sees and reacts to physical and mental health concerns.
Listen in as Laura shares experiences from her very successful journey in financial planning so far, along with expert tips and guidance for those navigating the Adviser Gap today.
We live in strange times. Unprecedented, unique times. It is fair to say that nobody in the financial planning profession today has lived and worked through a period such as that we are facing now. Coronavirus continues to spread around the globe, stock markets are experiencing volatility the likes of which is seldom seen in an investment lifetime, and people are being forced to stay in their homes for the good of their community. For new, young and aspiring financial planners, there is no road map on how to handle a situation like this. In this time of crisis, we are being called upon to keep our clients in their seats, all whilst unable to physically look them in the eye and tell them ‘It’s going to be okay.’
For these reasons, we have put together a special ‘round table’ with some of the brightest young minds in financial planning today, to help you, the listener, navigate these troubling times. In this special episode, we are delighted to be joined by; Amyr Rocha-Lima of Holland Hahn & Wills, James Beck of Fiscal Engineers, Natalie Wright of Mazars, Josh Butten of Boosst Financial and Daniel Martin of MDM Wealth. Listen in as we share our experience of lockdown so far, discuss how we have continued to serve our clients despite the obvious challenges, and offer guidance on how others can excel through this difficult period. We hope you are able to take lots away from the conversation and that it is one you can come back to for inspiration whenever things get tricky again in future. Enjoy and stay safe!
This week, we are delighted to kick off series 2 of the Adviser Gap podcast with none other than Tommy Watson @tommywatsonFPFS - Chartered Financial Planner with award-winning financial planning firm, Paradigm Norton.
A Business Finance graduate from Durham University, Tommy has over 10 years’ experience working in financial services, both in the UK and Singapore before joining The Red House in 2014, who have since merged with Paradigm Norton. Tommy was named in New Model Adviser’s Top 35 UK advisers under the age of 35 for 2017 and 2018.
Listen in as Tommy shares experiences from his journey in the world of financial planning to date, along with expert tips and guidance for those navigating the Adviser Gap today.
An introduction to the long awaited Series 2 of The Adviser Gap outlining what we have in store for you over the coming shows. So, strap yourselves in and let us continue supporting you on your journey
Part 2 of our series 1 highlights, featuring more fascinating insights and guidance from our esteemed guests, once again helping you bridge the gap to becoming a first class financial planning professional.
Enjoy.
Links to our fantastic guest’s episodes:
George Kinder – Life Planning
Dr Daniel Crosby – The psychology of financial advice
Kimberley Sare – Why staying in a non-advisory role might be right for you
Heather Hopkins – Where will tech take us?
Joel Adams – Understanding where you are on the journey
Nick Lincoln – A ‘Hat-Tip’ on your Adviser Gap journey
This week, as we gear up to bring you the eagerly anticipated series 2 of the Adviser Gap podcast, we are delighted release a highlight reel featuring some of our favourite insights from the excellent guests who have joined us so far.
As there was so much shared throughout the series, we will be splitting this into a two-parter, making sure not to miss any pearls of wisdom from some of the leading lights of the financial planning profession.
Enjoy.
Links to our fantastic guest’s episodes:
- Andy Hart – The Adviser Gap
- Amyr Rocha-Lima – Why do you want to be a financial adviser?
- Jason Butler – Forget everything you know
- Natalie Wright – What the client wants
- Brad Johnson – The Adviser Gap across the ‘Pond’
- Don Fraser – The Art of Financial Planning
In this episode, we are delighted to offer a bonus interview with none other than Mr Nick Lincoln, Director of Radlett based Lifestyle Financial Planning firm, Values to Vision.
As well as his day job delivering a first class financial planning experience to a select group of client families, Nick is also an accomplished writer, speaker and coach to other financial planning professionals.
In this bonus episode of the Adviser Gap podcast, Nick offers his musings on what it takes to truly excel in the art of client communication, working with clients who truly believe in your advice and services, along with the importance of being authentic in everything you do.
Featured in this episode:
Values to Vision
Inspiring Advisers
Nick Murray
The Rational Optimist - Matt Ridley
Economics in One Lesson - Henry Hazlitt
Atlas Shrugged - Ayn Rand
Behavioral Investment Counseling
How to Win Friends and Influence People
Financial Life Coach Podcast
FT Money Show (tongue firmly in cheek)
@HatTipNick
Joel Adams – Lift Financial
This week on the Adviser Gap podcast, we are delighted to be joined by Joel Adams, Founder and Chartered Financial Planner at Lift Financial Group, possibly one of the most successful and progressive financial planning firms in the country, who specialise in working with leading financial services professionals. Lift are also famed for their outstanding Academy, where they take trainee financial planners through a structured training and exam process, to ensure they have the tools and expertise necessary to represent the business as a Chartered Financial Planner.
Not content with stopping there however, Joel is also the Director of Mana Restaurant, the only Michelin Star dining experience in Manchester.
As we are sure you will agree, Joel understands what it takes to be successful in the financial planning profession and beyond. Listen in as he shares his views on what it takes to become a great financial adviser.
Included in this week’s episode
- Lift Financial Group
- Lift Academy
- Mana Restaurant
- Emotional Intelligence
- Gomorrah
@JoelAdamsFPFS
This week on the Adviser Gap podcast, we are delighted to be joined by Heather Hopkins, founder and Managing Director of financial services research firm, NextWealth. After beginning her career in the tech industry, Heather began working with product research firm, Platforum, where her passion for technology and research aligned with the world of financial services. From there, Heather went on to found NextWealth, an innovative research company, helping financial services firms ‘thrive amid disruption’ and making it their mission to understand what’s next in wealth.
Listen in as Heather shares some fascinating insights into the future of financial planning from her unique perspective.
Included in this week’s episode
- NextWealth
- Platforum
This week on the Adviser Gap podcast, we are delighted to be joined by Kimberley Sare, founder of outsourced paraplanning firm, Integrated Paraplanning Solutions. Kimberley has enjoyed a distinguished career, both as a self-employed financial planner, chartered paraplanner and business owner. Her story shares a key message to anyone in the Adviser Gap, who perhaps isn’t quite sure on which direction to take their skills and expertise.
We want to help you make the most informed decision about your career path in this fantastic profession, understanding that the role of ‘lead adviser’ isn’t necessarily right for everyone and that there are many other avenues to explore and be hugely successful in with financial planning and advice.
We’re certain you will enjoy our conversation with Kim, as she shares her own experience of the Adviser Gap and how she eventually found the right path.
Included in this week’s episode
- Integrated Paraplanning Solutions
- Chris Davies - Estate Capital
- The Money Plan – Warren Shute
This week on the Adviser Gap podcast, we are joined by one of the biggest names in the field of behavioural finance, Dr Daniel Crosby. As well as being a behavioural finance expert, Daniel is a psychologist, investment manager and founder of Nocturne Capital LLC. He also happens to be a New York Times best-selling author and hosts the brilliant ‘Standard Deviations’ podcast. It is difficult to rival Daniel’s expertise in the field of behavioural finance, so who better to help us deliver an episode focused on this very topic.
We’re certain you will enjoy our conversation with Dr Crosby, as he lifts the lid on behavioural finance and its importance to your role as a transitioning Financial Adviser.
Included in this week’s episode
- The Behavioral Investor
- Nocturne Capital
- Standard Deviations Podcast
- The Behavioral Finance Reading List
- S-Town Podcast
This week, James and Sean are delighted to be joined by very special guest, Mr George Kinder. George is a household name across the globe in financial planning and is widely recognised as the father of life planning.
Included in this week’s episode:
- George Kinder
- Kinder Institute of Life Planning
- A Golden Civilization and the Map of Mindfulness
- Seven Stages of Money Maturity
We were thrilled to be able to sit down with George for what we believe is a hugely insightful and profound interview, tackling the subjects of life planning and mindfulness. So, simply sit back and drink in the wisdom.
This week on the Adviser Gap podcast, we are delighted to be joined by Don Fraser of London based lifestyle financial planning firm, Capital Asset Management. Don has enjoyed a highly successful career in financial planning, spanning over 40 years in the profession as a practicing adviser. His wealth of knowledge and experience, as well as his continuing enthusiasm to change people’s lives through the art of financial planning, make him the perfect guest to cover this very topic.
We’re sure you’ll agree that he doesn’t disappoint. This interview is packed full of wisdom from one of the best in the business and we are delighted to be able to share it with you.
Included in this week’s episode
- Capital Asset Management
- Coventry Business School
- 16 Personalities
- TED Talks
- Malcolm Gladwell
- Seneca
- Nassim Nicholas Taleb
- Kingdom
- StartUp
- Halt and Catch Fire
This week on the Adviser Gap podcast, we are joined by Brad Johnson from US based Advisors Excel, a coaching and support network for financial advisers and business owners. Brad also hosts the Elite Advisor Blueprint Podcast.
Brad shares his perspective on the Adviser Gap and how this exists across the pond, as well as the strategies that can be adopted to build a successful career in financial services. Brad has worked with and coached some of the most successful financial services business in the US, so we’re sure you will find his experiences and insights invaluable to your journey towards a successful career.
Included in this week’s episode
- Advisors Excel
- Elite Advisor Blueprint Podcast
- Bradleyjohnson.com
- The Founder
- Ray Kroc
- Michael Kitces
- The Compound Effect
- How to Win Friends and Influence People
- Sapiens
In this episode, we take a deep dive into what it is the client is really looking for from a financial adviser and a financial planning relationship.
This week, we are joined by the 2018 Chartered Financial Planner of the Year, Natalie Wright. Natalie currently works as a Financial Planning Director at global accountancy group Mazars, having started in an administration role 18 years ago.
Natalie is clearly one of the rising stars of the financial planning profession and provides a great background on her own career, along with some excellent guidance for listeners going through the Adviser Gap.
Included in this week’s episode
- Mazars
- NextGen Planners
- The Goals Based Advice Podcast
- Maven Money
- The Trust Equation
If you want to make a successful transition from paraplanner to highly competent and skilled financial adviser, the first thing you should consider is to ‘forget everything you know’ from your previous role. Although these two roles complement each other in delivering a first class client experience, they are worlds apart in what is required to reach the top of your game.
This week, James and Sean are fortunate enough to be joined by one of the statesmen of financial planning in the UK, Jason Butler.
Jason shares stories, insights and anecdotes built up over his 30 years’ experience in financial services, as a financial planner, business owner and private investor.
Together, we take a deep dive into offering a true financial planning experience for clients and the communication skills and listening techniques required to do so. Jason also offers advice directly to those going through the transition to becoming a financial adviser and what they can do to master their craft.
Included in this week’s episode
- Jason Butler
- Bloomsbury Wealth
- CFP Qualification
- Financial Planning Training Academy
- NextGen Planners
- Financial Coaching
- Toast Masters
- Voyant
- The Matrix
- Timeline
- Advice Front
- Happy – Derren Brown
- The Obstacle is the Way – Ryan Holiday
- WillPower – Roy F. Baumeister and John Tierney
- Salary Finance
In this episode, James and Sean discuss why they wanted to be financial advisers and their personal journey to finding their ‘why’.
This week, the hosts are joined by Amyr Rocha-Lima, Chartered Financial Planner and Partner at Holland Hahn & Wills, based in Kingston Upon Thames.
Amyr has over 10 years’ experience as a financial planner and is now widely considered one of the leading lights in the profession. Amyr’s story is perhaps a little different, having started his career in what he calls ‘provider land’ with Axa, before joining MetLife where he was tasked with promoting financial products to financial advisers.
Amyr discusses how his sales background and the relationships he had built with financial planners helped him to initially make the jump across to the adviser’s side of the fence. We also dive deep into our desire to help people understand the complex world of personal finance and how this drives us all to deliver an excellent customer experience for our clients.
We had a great time chatting with Amyr and found his stories and insights invaluable. We hope you enjoy our discussion as much as we did.
Included in this week’s episode
- Start With Why – Simon Sinek
- Holland Hahn & Wills
- Nick Murray
- Joseph Jordan
- Living a Life of Significance – Joseph Jordan
- George Kinder
- The Kinder Institute of Life Planning
In this episode, James and Sean bring to life the origins of the Adviser Gap and why they felt it was so important to help bridge the gap in skills, experience and expertise through the podcast.
This week, the hosts are joined by the Maven Adviser, Andy Hart. As well as running his own financial planning business, Andy also hosts the brilliant personal finance podcast Maven Money and has created his own behavioural finance conference, Humans Under Management. Andy has brought a lot to the financial planning profession and continues his own fight to make financial planning better and deliver better client outcomes.
During this episode, Andy sheds some light on his own background in financial advice, as well as his journey towards becoming one of the leading lights in the profession. He has his own unique spin on what the Adviser Gap is, how it has emerged and what it means to the future of financial advice. He really helps us paint a picture on what it takes to bridge the Adviser Gap and provides numerous pearls of wisdom throughout. We talk sales skills, the emergence of paraplanning, day to day life as an adviser and managing human behaviour.
We had a great time chatting with Andy and found his insights invaluable. We hope you enjoy our discussion as much as we did.
Included in this week’s episode
- Andy Hart
- Maven Adviser
- Maven Money
- Humans Under Management
Andy Hart is on twitter: @mavenadviser
- Who the podcast is aimed at
- What The Adviser Gap is
- Why you should listen to The Adviser Gap Podcast
- What you can expect from The Adviser Gap Podcast