Jun 20, 2019
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...
Jun 3, 2019
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...