The Adviser Gap Podcast

In this episode, we take a deep dive into what it is the client is really looking for from a financial adviser and a financial planning relationship.

This week, we are joined by the 2018 Chartered Financial Planner of the Year, Natalie Wright. Natalie currently works as a Financial Planning Director at global accountancy group Mazars, having started in an administration role 18 years ago.

Natalie is clearly one of the rising stars of the financial planning profession and provides a great background on her own career, along with some excellent guidance for listeners going through the Adviser Gap.

Included in this week's episode

• Mazars

• NextGen Planners

• The Goals Based Advice Podcast

• Maven Money

• The Trust Equation

If you want to make a successful transition from paraplanner to highly competent and skilled financial adviser, the first thing you should consider is to 'forget everything you know' from your previous role. Although these two roles complement each other in delivering a first class client experience, they are worlds apart in what is required to reach the top of your game.

This week, James and Sean are fortunate enough to be joined by one of the statesmen of financial planning in the UK, Jason Butler.

Jason shares stories, insights and anecdotes built up over his 30 years' experience in financial services, as a financial planner, business owner and private investor.

Together, we take a deep dive into offering a true financial planning experience for clients and the communication skills and listening techniques required to do so. Jason also offers advice directly to those going through the transition to becoming a financial adviser and what they can do to master their craft.

Included in this week's episode

• Jason Butler

• Bloomsbury Wealth

• CFP Qualification

• Financial Planning Training Academy

• NextGen Planners

• Financial Coaching

• Toast Masters

• Voyant

• The Matrix

• Timeline

• Advice Front

• Happy – Derren Brown

• The Obstacle is the Way – Ryan Holiday

• WillPower – Roy F. Baumeister and John Tierney

• Salary Finance

In this episode, James and Sean discuss why they wanted to be financial advisers and their personal journey to finding their 'why'.

This week, the hosts are joined by Amyr Rocha-Lima, Chartered Financial Planner and Partner at Holland Hahn & Wills, based in Kingston Upon Thames.

Amyr has over 10 years' experience as a financial planner and is now widely considered one of the leading lights in the profession. Amyr's story is perhaps a little different, having started his career in what he calls 'provider land' with Axa, before joining MetLife where he was tasked with promoting financial products to financial advisers.

Amyr discusses how his sales background and the relationships he had built with financial planners helped him to initially make the jump across to the adviser's side of the fence. We also dive deep into our desire to help people understand the complex world of personal finance and how this drives us all to deliver an excellent customer experience for our clients.

We had a great time chatting with Amyr and found his stories and insights invaluable. We hope you enjoy our discussion as much as we did.

Included in this week's episode

• Start With Why – Simon Sinek

• Holland Hahn & Wills

• Nick Murray

• Joseph Jordan

• Living a Life of Significance – Joseph Jordan

• George Kinder

• The Kinder Institute of Life Planning

In this episode, James and Sean bring to life the origins of the Adviser Gap and why they felt it was so important to help bridge the gap in skills, experience and expertise through the podcast.

This week, the hosts are joined by the Maven Adviser, Andy Hart. As well as running his own financial planning business, Andy also hosts the brilliant personal finance podcast Maven Money and has created his own behavioural finance conference, Humans Under Management. Andy has brought a lot to the financial planning profession and continues his own fight to make financial planning better and deliver better client outcomes.

During this episode, Andy sheds some light on his own background in financial advice, as well as his journey towards becoming one of the leading lights in the profession. He has his own unique spin on what the Adviser Gap is, how it has emerged and what it means to the future of financial advice. He really helps us paint a picture on what it takes to bridge the Adviser Gap and provides numerous pearls of wisdom throughout. We talk sales skills, the emergence of paraplanning, day to day life as an adviser and managing human behaviour.

We had a great time chatting with Andy and found his insights invaluable. We hope you enjoy our discussion as much as we did.

Included in this week's episode

• Andy Hart
• Maven Adviser
• Maven Money
• Humans Under Management

--- Andy Hart is on twitter: @mavenadviser

• Who the podcast is aimed at
• What The Adviser Gap is
• Why you should listen to The Adviser Gap Podcast
• What you can expect from The Adviser Gap Podcast