'Always hold true to your beliefs' with Lee Robertson
Release Date: 05/18/2020
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
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
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
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
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
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
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
The Adviser Gap Podcast
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
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
The Adviser Gap Podcast
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.
info_outline'Always hold true to your beliefs' with Lee Robertson – Octo Members
This week on the Adviser Gap podcast, we are joined by Lee Robertson, CEO and founder at Octo Members Group; a dynamic content app for financial services professionals, by financial services professionals.
In this episode, Lee takes us through his journey from what he learned during his armed forces days, to setting up, running and eventually selling his wealth management business Investment Quorum to his employees and now with his new start-up venture, Octo Members.
Lee is certainly one of the leading lights of financial services and we’re certain our listeners will learn an awful lot from his experiences and the stories and insights he shares with us in this interview. Octo Members is available to download on the App Store and Google Play.