The financial planning generation game with Jo Little
Release Date: 06/15/2020
The Power of Financial Coaching with Catherine Morgan
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The Behavior and Adviser Gap with Carl Richards
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From the Royal Air Force to Certified Financial Planner with Elizabeth Bradshaw
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From art history to the Big Smoke to a financial planner in the Scottish Highlands with Jenny Madhoo
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Living the life you want - with 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
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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_outlineThis week on the Adviser Gap podcast we are joined by Jo Little, Director and Chartered Financial Planner at Hertfordshire based Emery Little.
Jo is the third generation of ‘Littles’ in Emery Little, following in her Dad and Grandad’s footsteps. She is a Chartered Financial Planner and became a Fellow of the Personal Finance Society at just 27. Not satisfied with that, she then went on to complete the Mentorship programme with the Kinder Institute to become a Registered Life Planner (RLP).
Jo also sits on the Board of NextGen Planners and is also a member of The Ideas Exchange, a mastermind group whose membership includes owners and decision makers of award winning financial planning firms.
As well as all of that, we are sure you will agree that Jo is one of the nicest people in the financial planning profession. Listen in as she shares her journey through the Adviser Gap.