Nov 8, 2020
This week on the Adviser Gap podcast we are joined by the ever-passionate Catherine Morgan, Founder of The Money Panel.
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...
Oct 18, 2020
This week on the Adviser Gap podcast we are joined by the energetic Anthony Villis, Managing Director of London based First Wealth.
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...
Oct 11, 2020
This week on the Adviser Gap podcast we are joined by the determined and passionate Neil Moles, CEO of The Progeny Group.
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...
Oct 4, 2020
This week on the Adviser Gap podcast we are joined by the legend that is Carl Richards, Certified Financial Planner, author of Behavior Gap, creator of the Sketch Guy column, keynote speaker and founder of The Society of Real Financial Advisors.
Tune in as Carl shares his wisdom on the Adviser Gap, how the Behavior Gap...
Jul 14, 2020
This week on the Adviser Gap podcast we are delighted to be joined by Elizabeth Bradshaw, Financial Planner at Nottingham based wealth management and financial planning firm, Fiscal Engineers.
Elizabeth is a Chartered Wealth Manager, Certified Financial Planner and Fellow of the PFS. Having joined Fiscal Engineers in...