The Adviser Gap Podcast

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