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Where will tech take us? - Heather Hopkins

The Adviser Gap Podcast

Release Date: 07/15/2019

The Power of Financial Coaching with Catherine Morgan show art The Power of Financial Coaching with Catherine Morgan

The Adviser Gap Podcast

This week on the Adviser Gap podcast we are joined by the ever-passionate Catherine Morgan, Founder of The Money Panel.

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Changing the public perception of Financial Planning with Anthony Villis show art Changing the public perception of Financial Planning with Anthony Villis

The Adviser Gap Podcast

This week on the Adviser Gap podcast we are joined by the energetic Anthony Villis, Managing Director of London based First Wealth.

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From leaving school at 16 to Managing Director of a national advisory business all before 30 with Neil Moles show art From leaving school at 16 to Managing Director of a national advisory business all before 30 with Neil Moles

The Adviser Gap Podcast

This week on the Adviser Gap podcast we are joined by the determined and passionate Neil Moles, CEO of The Progeny Group.

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The Behavior and Adviser Gap with Carl Richards show art The Behavior and Adviser Gap with Carl Richards

The Adviser Gap Podcast

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.

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From the Royal Air Force to Certified Financial Planner with Elizabeth Bradshaw show art From the Royal Air Force to Certified Financial Planner with Elizabeth Bradshaw

The Adviser Gap Podcast

Elizabeth Bradshaw is a Chartered Wealth Manager, Certified Financial Planner and Fellow of the PFS. Having joined Fiscal Engineers in 2009 as a financial planning technician after a spell with the RAF, Elizabeth has taken her career journey by the horns to become a highly skilled and qualified Financial Planner for one of the country’s most reputable financial planning businesses.

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From art history to the Big Smoke to a financial planner in the Scottish Highlands with Jenny Madhoo show art From art history to the Big Smoke to a financial planner in the Scottish Highlands with Jenny Madhoo

The Adviser Gap Podcast

This week on the Adviser Gap Podcast we are joined by Jenny Madhoo, Chartered Financial Planner at the multi-award winning Acumen Financial Planning.

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Living the life you want - with Michiel Van Vugt show art Living the life you want - with Michiel Van Vugt

The Adviser Gap Podcast

We are joined from the other side of the English Channel in The Netherlands by ex-professional sportsman, best-selling author, TEDx speaker and Financial Adviser coach Michiel Van Vugt.

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How the school of hard knocks can set you up for success in bridging the Adviser Gap - with Rob Schwarz and Scott Millar show art How the school of hard knocks can set you up for success in bridging the Adviser Gap - with Rob Schwarz and Scott Millar

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This week on the Adviser Gap podcast we are joined by 2 advisers from forward-thinking financial planning firm First Wealth.

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The financial planning generation game with Jo Little show art The financial planning generation game with Jo Little

The Adviser Gap Podcast

This week on the Adviser Gap podcast we are joined by Jo Little, Director and Chartered Financial Planner at Hertfordshire based Emery Little.

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Around the World and Back Again - with Justin King show art Around the World and Back Again - with Justin King

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This week on the Adviser Gap podcast we are joined by Justin King, Managing Director of MFP Wealth Management, a Christchurch based financial planning firm specialising in retirement planning.

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More Episodes

This week on the Adviser Gap podcast, we are delighted to be joined by Heather Hopkins, founder and Managing Director of financial services research firm, NextWealth. After beginning her career in the tech industry, Heather began working with product research firm, Platforum, where her passion for technology and research aligned with the world of financial services. From there, Heather went on to found NextWealth, an innovative research company, helping financial services firms ‘thrive amid disruption’ and making it their mission to understand what’s next in wealth.

Listen in as Heather shares some fascinating insights into the future of financial planning from her unique perspective.

Included in this week’s episode