How the school of hard knocks can set you up for success in bridging the Adviser Gap - with Rob Schwarz and Scott Millar
Release Date: 06/22/2020
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_outlineThis week on the Adviser Gap podcast we are joined by not one but two advisers from forward-thinking, London-based lifestyle financial planning firm, First Wealth.
Rob Schwarz joined First Wealth in April 2017 as a Technical Assistant and is now a Financial Planner. He spent a few years working with expats and foreign nationals in Zurich, prior to returning to advise in the UK in 2016.
Scott Millar joined First Wealth in 2018 as a Financial Planner, following previous experience of advising clients repatriating to the UK.
They are both young, ambitious financial planners who have fast-tracked their careers to representing one of the most innovative lifestyle financial planning businesses in the country. We are sure you will appreciate their no-nonsense approach to career progression, as well as their story to discovering a new and different way of serving their clients at First Wealth.