The Adviser Gap 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