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...
Published 11/08/20
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...
Published 10/18/20