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The Adviser Gap Podcast

Oct 13, 2019

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