The Adviser Gap Podcast Adviser Gap

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.