Reviews
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
Ninjaj1mmy via Apple Podcasts · Great Britain · 07/09/20
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 👏🏻
@merichellis via Apple Podcasts · Great Britain · 06/16/20
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...Read full review »
Yorkie73 via Apple Podcasts · Great Britain · 06/02/20
I began listening to James and Sean just as they started out with the Adviser Gap podcast. During this time I was working towards by level 4 diploma whilst working in a paraplanner capacity. The podcast helped fuel my desire to become an adviser and push on with my exams. It gave me a great...Read full review »
Ryan J May via Apple Podcasts · Great Britain · 06/02/20
Hey Guys The perfect podcast for someone like myself looking to move into a lead planner role. Great content, well highlighted by James and Sean in their ‘wraps’. The guests are open, honest and knowledgeable. Proud to work in a profession sharing such valuable information. Keep up the good...Read full review »
GJD15 via Apple Podcasts · Great Britain · 07/08/19
As someone that is in the process of trying to successfully bridge this gap I have found the episodes invaluable. Great insights from the guests and hosts alike. Keep up the great work and catch up soon.
Seb Ridout via Apple Podcasts · Great Britain · 06/06/19
Amazing podcast, as a fresh young face to the paraplanning/ financial scene this could not be more beneficial to my development. It’s easy to get lost in the R0 exams and the CII study and this show definitely keeps me humble, focused and teaches me things you can’t learn from the books. Thank...Read full review »
Arnie G W via Apple Podcasts · Great Britain · 05/24/19
This is an amazing podcast. As a fairly experienced Planner, I can only look on and admire what these guys are doing and wish something like this existed 15 years ago. This isn’t just for aspiring or new advisers, I have found it educational and gave me some inspiration for something we are...Read full review »
DanWeston@MCPlanners via Apple Podcasts · Great Britain · 05/21/19
Kudos to you chaps, well done so far and keep it coming! You've had some great guests already and are pulling out lots of excellent tips by asking all the key questions. Much appreciated by this listener who is looking to bridge 'the adviser gap' - your podcast couldn't have come...Read full review »
Riz the paraplanner via Apple Podcasts · Great Britain · 05/20/19
Sean and James are great hosts who ask intelligent questions focused on bridging the gap to becoming a lead financial advisor. Must subscribe and listen if that’s you.
BradJohnson25 via Apple Podcasts · United States of America · 05/08/19
I’m really enjoying the content Sean and James are putting out, it’s been incredibly valuable for myself and I’m sure it will be for many others. The guests are from a wide variety of backgrounds and all have something unique to share. If you’re aspiring to be a Financial Planner or are a...Read full review »
jtmbeck27 via Apple Podcasts · Great Britain · 05/02/19
The job you guys are doing with the podcast is amazing, it is exactly what myself as a younger professional aiming to be a planner could wish for. I think if you were to begin a community LinkedIn group; for peers to discuss both the podcast topics and general topics people may have...Read full review »
JFawcett96 via Apple Podcasts · Great Britain · 04/27/19
This is a great podcast, full of useful content. Even as a chartered Financial Planner, I find I learn something each week. I particularly enjoyed the Natalie Wright episode. Keep up the great work boys.
G11emm via Apple Podcasts · Great Britain · 04/26/19
Incredible guests discussing issues affecting the next generation of planners. I only wish that you guys had started the pod 5 years ago. Thank you.
BeardedBenito via Apple Podcasts · Great Britain · 04/15/19
I found this podcast through The maven money podcast and it is fantastic. As someone looking to get into the industry it provides invaluable practical and applicable knowledge! Thank you guys, please keep up the hard work.
Pistachio1288 via Apple Podcasts · Great Britain · 03/29/19
This podcast will add so much value to younger potential Financial Advisers, there are very few places where this issue is being openly discussed. This will have a massive impact over time, well done for putting this together. Onwards to 100 episodes 😁
Twitter:andrewhartifa via Apple Podcasts · Great Britain · 03/12/19
Really enjoying this so far, two budding planners taking time out to give back to those of us (like me) trying to get into the profession. Great help, keep it up lads!
Iwan 1984 via Apple Podcasts · Great Britain · 02/28/19
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