The only podcast focussed on the 'no man's land' between non-advisory roles and a financial adviser role. The hosts, Sean Banks and James Mousley, will be lifting the lid on the transition between these two roles with their mission to help as many individuals as possible bridge their own Adviser Gap. They will be joined by many fantastic guests to uncover their experiences, knowledge and top tips to provide the listener with actionable insights for a smoother transition. May include Sean and James having a bit of fun and talking rubbish along the way. - Theme tune by Joe Sheldon.
The Adviser Gap Podcast
Claim This Podcastby Adviser Gap
5.0(2 reviews)
35 episodes
Updated Daily
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Podcast Overview
The only podcast focussed on the 'no man's land' between non-advisory roles and a financial adviser role. The hosts, Sean Banks and James Mousley, will be lifting the lid on the transition between these two roles with their mission to help as many individuals as possible bridge their own Adviser Gap. They will be joined by many fantastic guests to uncover their experiences, knowledge and top tips to provide the listener with actionable insights for a smoother transition. May include Sean and James having a bit of fun and talking rubbish along the way. - Theme tune by Joe Sheldon.
Language
🇺🇲
Publishing Since
2/12/2019
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Recent Episodes
November 8, 2020
The Power of Financial Coaching with Catherine Morgan
<p>This week on the Adviser Gap podcast we are joined by the ever-passionate Catherine Morgan, Founder of The Money Panel.</p> <p>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.</p> <p>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.</p> <p>As always, this episode offers great insight, tips and guidance for aspiring and experienced financial planners, advisers, and coaches alike.</p> <p>Useful links:</p> <p><a href= "https://themoneypanel.co.uk/">https://themoneypanel.co.uk/</a></p> <p><a href= "https://catherinemorgan.com/">https://catherinemorgan.com/</a></p> <p><a href= "https://twitter.com/themoneypanel">https://twitter.com/themoneypanel</a></p> <p><a href= "https://uk.linkedin.com/in/catherine-morgan">https://uk.linkedin.com/in/catherine-morgan</a></p> <p><a href= "https://www.facebook.com/themoneypanel/">https://www.facebook.com/themoneypanel/</a></p>
October 18, 2020
Changing the public perception of Financial Planning with Anthony Villis
<p>This week on the Adviser Gap podcast we are joined by the energetic Anthony Villis, Managing Director of London based First Wealth.</p> <p>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.</p> <p>Useful links:</p> <p><a href= "https://firstwealth.co.uk/">https://firstwealth.co.uk/</a></p> <p><a href= "https://www.inspiringadvisers.co.uk/">https://www.inspiringadvisers.co.uk/</a></p> <p><a href= "https://www.insightfulux.co.uk/">https://www.insightfulux.co.uk/</a></p> <p><a href= "https://www.amazon.co.uk/Loserthink-Untrained-Brains-Ruining-America-ebook/dp/B07P8J8YB6"> https://www.amazon.co.uk/Loserthink-Untrained-Brains-Ruining-America-ebook/dp/B07P8J8YB6</a></p> <p><a href= "https://podcasts.apple.com/gb/podcast/first-wealth/id1510232063">https://podcasts.apple.com/gb/podcast/first-wealth/id1510232063</a></p>
October 11, 2020
From leaving school at 16 to Managing Director of a national advisory business all before 30 with Neil Moles
<p>This week on the Adviser Gap podcast we are joined by the determined and passionate Neil Moles, CEO of The Progeny Group.</p> <p>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!</p> <p>Useful links:</p> <p><a href= "https://theprogenygroup.com/">https://theprogenygroup.com/</a></p> <p><a href= "https://theprogenygroup.com/blog/adviser-academy-investing-in-tomorrow/"> https://theprogenygroup.com/blog/adviser-academy-investing-in-tomorrow/</a></p>
35 total episodes available
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- What is The Adviser Gap Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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