Part 2 of our series 1 highlights, featuring more fascinating insights and guidance from our esteemed guests, once again helping you bridge the gap to becoming a first class financial planning professional.

Enjoy.

Links to our fantastic guest’s episodes:

George Kinder – Life Planning

Dr Daniel Crosby – The psychology of financial advice

Kimberley Sare – Why staying in a non-advisory role might be right for you

Heather Hopkins – Where will tech take us?

Joel Adams – Understanding where you are on the journey

Nick Lincoln – A ‘Hat-Tip’ on your Adviser Gap journey

This week, as we gear up to bring you the eagerly anticipated series 2 of the Adviser Gap podcast, we are delighted release a highlight reel featuring some of our favourite insights from the excellent guests who have joined us so far.

As there was so much shared throughout the series, we will be splitting this into a two-parter, making sure not to miss any pearls of wisdom from some of the leading lights of the financial planning profession.

Enjoy.

Links to our fantastic guest’s episodes:

• Andy Hart – The Adviser Gap

• Amyr Rocha-Lima – Why do you want to be a financial adviser?

• Jason Butler – Forget everything you know

• Natalie Wright – What the client wants

• Brad Johnson – The Adviser Gap across the ‘Pond’

• Don Fraser – The Art of Financial Planning

In this episode, we are delighted to offer a bonus interview with none other than Mr Nick Lincoln, Director of Radlett based Lifestyle Financial Planning firm, Values to Vision.

As well as his day job delivering a first class financial planning experience to a select group of client families, Nick is also an accomplished writer, speaker and coach to other financial planning professionals.

In this bonus episode of the Adviser Gap podcast, Nick offers his musings on what it takes to truly excel in the art of client communication, working with clients who truly believe in your advice and services, along with the importance of being authentic in everything you do.

Featured in this episode:

Values to Vision

Inspiring Advisers

Nick Murray

The Rational Optimist - Matt Ridley

Economics in One Lesson - Henry Hazlitt

Atlas Shrugged - Ayn Rand

Behavioral Investment Counseling

How to Win Friends and Influence People

Financial Life Coach Podcast

FT Money Show (tongue firmly in cheek)

@HatTipNick

Joel Adams – Lift Financial

This week on the Adviser Gap podcast, we are delighted to be joined by Joel Adams, Founder and Chartered Financial Planner at Lift Financial Group, possibly one of the most successful and progressive financial planning firms in the country, who specialise in working with leading financial services professionals. Lift are also famed for their outstanding Academy, where they take trainee financial planners through a structured training and exam process, to ensure they have the tools and expertise necessary to represent the business as a Chartered Financial Planner.

Not content with stopping there however, Joel is also the Director of Mana Restaurant, the only Michelin Star dining experience in Manchester.

As we are sure you will agree, Joel understands what it takes to be successful in the financial planning profession and beyond. Listen in as he shares his views on what it takes to become a great financial adviser.

Included in this week’s episode

• Lift Financial Group

• Lift Academy

• Mana Restaurant

• Emotional Intelligence

• Gomorrah

@JoelAdamsFPFS

This week on the Adviser Gap podcast, we are delighted to be joined by Heather Hopkins, founder and Managing Director of financial services research firm, NextWealth. After beginning her career in the tech industry, Heather began working with product research firm, Platforum, where her passion for technology and research aligned with the world of financial services. From there, Heather went on to found NextWealth, an innovative research company, helping financial services firms ‘thrive amid disruption’ and making it their mission to understand what’s next in wealth.

Listen in as Heather shares some fascinating insights into the future of financial planning from her unique perspective.

Included in this week’s episode

• NextWealth

• Platforum

This week on the Adviser Gap podcast, we are delighted to be joined by Kimberley Sare, founder of outsourced paraplanning firm, Integrated Paraplanning Solutions. Kimberley has enjoyed a distinguished career, both as a self-employed financial planner, chartered paraplanner and business owner. Her story shares a key message to anyone in the Adviser Gap, who perhaps isn’t quite sure on which direction to take their skills and expertise.

We want to help you make the most informed decision about your career path in this fantastic profession, understanding that the role of ‘lead adviser’ isn’t necessarily right for everyone and that there are many other avenues to explore and be hugely successful in with financial planning and advice.

We’re certain you will enjoy our conversation with Kim, as she shares her own experience of the Adviser Gap and how she eventually found the right path.

Included in this week’s episode

• Integrated Paraplanning Solutions

• Chris Davies - Estate Capital

• The Money Plan – Warren Shute

This week on the Adviser Gap podcast, we are joined by one of the biggest names in the field of behavioural finance, Dr Daniel Crosby. As well as being a behavioural finance expert, Daniel is a psychologist, investment manager and founder of Nocturne Capital LLC. He also happens to be a New York Times best-selling author and hosts the brilliant ‘Standard Deviations’ podcast. It is difficult to rival Daniel’s expertise in the field of behavioural finance, so who better to help us deliver an episode focused on this very topic.

We’re certain you will enjoy our conversation with Dr Crosby, as he lifts the lid on behavioural finance and its importance to your role as a transitioning Financial Adviser.

Included in this week’s episode

• The Behavioral Investor

• Nocturne Capital

• Standard Deviations Podcast

• The Behavioral Finance Reading List

• S-Town Podcast

This week, James and Sean are delighted to be joined by very special guest, Mr George Kinder. George is a household name across the globe in financial planning and is widely recognised as the father of life planning.

Included in this week’s episode:

• George Kinder

• Kinder Institute of Life Planning

• A Golden Civilization and the Map of Mindfulness

• Seven Stages of Money Maturity

We were thrilled to be able to sit down with George for what we believe is a hugely insightful and profound interview, tackling the subjects of life planning and mindfulness. So, simply sit back and drink in the wisdom.

This week on the Adviser Gap podcast, we are delighted to be joined by Don Fraser of London based lifestyle financial planning firm, Capital Asset Management. Don has enjoyed a highly successful career in financial planning, spanning over 40 years in the profession as a practicing adviser. His wealth of knowledge and experience, as well as his continuing enthusiasm to change people’s lives through the art of financial planning, make him the perfect guest to cover this very topic.

We’re sure you’ll agree that he doesn’t disappoint. This interview is packed full of wisdom from one of the best in the business and we are delighted to be able to share it with you.

Included in this week’s episode

• Capital Asset Management

• Coventry Business School

• 16 Personalities

• TED Talks

• Malcolm Gladwell

• Seneca

• Nassim Nicholas Taleb

• Kingdom

• StartUp

• Halt and Catch Fire

This week on the Adviser Gap podcast, we are joined by Brad Johnson from US based Advisors Excel, a coaching and support network for financial advisers and business owners. Brad also hosts the Elite Advisor Blueprint Podcast.

Brad shares his perspective on the Adviser Gap and how this exists across the pond, as well as the strategies that can be adopted to build a successful career in financial services. Brad has worked with and coached some of the most successful financial services business in the US, so we’re sure you will find his experiences and insights invaluable to your journey towards a successful career.

Included in this week’s episode

• Advisors Excel

• Elite Advisor Blueprint Podcast

• Bradleyjohnson.com

• The Founder

• Ray Kroc

• Michael Kitces

• The Compound Effect

• How to Win Friends and Influence People

• Sapiens