loader from loading.io

Why do you want to be a financial adviser?

The Adviser Gap Podcast

Release Date: 03/11/2019

A Hat-tip on your Adviser Gap journey with Nick Lincoln show art A Hat-tip on your Adviser Gap journey with Nick Lincoln

The Adviser Gap Podcast

In this episode, we are delighted to offer a bonus interview with none other than Mr Nick Lincoln, Director of Radlett based Lifestyle Financial Planning firm, Values to Vision.

info_outline
Understanding where you are on the journey show art Understanding where you are on the journey

The Adviser Gap Podcast

Joel Adams – Life Financial

info_outline
Where will tech take us? - Heather Hopkins show art Where will tech take us? - Heather Hopkins

The Adviser Gap Podcast

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....

info_outline
Why staying in a non-advisory role might be right for you with Kimberley Sare show art Why staying in a non-advisory role might be right for you with Kimberley Sare

The Adviser Gap Podcast

This week on the Adviser Gap podcast, we are delighted to be joined by Kimberley Sare, founder of outsourced paraplanning firm, Integrated Paraplanning Solutions. Kimberley has enjoyed a distinguished career, both as a self-employed financial planner, chartered paraplanner and business owner. Her story shares a key message to anyone in the Adviser Gap, who perhaps isn’t quite sure on which direction to take their skills and expertise.... etc

info_outline
The psychology of financial advice - Dr Daniel Crosby show art The psychology of financial advice - Dr Daniel Crosby

The Adviser Gap Podcast

This week on the Adviser Gap podcast, we are joined by one of the biggest names in the field of behavioural finance, Dr Daniel Crosby. As well as being a behavioural finance expert, Daniel is a psychologist, investment manager and founder of Nocturne Capital LLC. He also happens to be a New York Times best-selling author and hosts the brilliant ‘Standard Deviations’ podcast. It is difficult to rival Daniel’s expertise...

info_outline
Life Planning with George Kinder show art Life Planning with George Kinder

The Adviser Gap Podcast

This week, James and Sean are delighted to be joined by very special guest, Mr George Kinder. George is a household name across the globe in financial planning and is widely recognised as the father of life planning.

info_outline
The Art of Financial Planning show art The Art of Financial Planning

The Adviser Gap Podcast

This week on the Adviser Gap podcast, we are delighted to be joined by Don Fraser of London based lifestyle financial planning firm, Capital Asset Management. Don has enjoyed a highly successful career in financial planning, spanning over 40 years in the profession as a practicing adviser. His wealth of knowledge and experience, as well as his continuing enthusiasm to change people’s lives through the art of financial planning, make him the perfect guest to cover this very topic.

info_outline
The Adviser Gap across the pond show art The Adviser Gap across the pond

The Adviser Gap Podcast

This week on the Adviser Gap podcast, we are joined by Brad Johnson from US based Advisors Excel, a coaching and support network for financial advisers and business owners. Brad also hosts the Elite Advisor Blueprint Podcast.

info_outline
Episode 4 - What the client wants with Natalie Wright show art Episode 4 - What the client wants with Natalie Wright

The Adviser Gap Podcast

In this episode, we take a deep dive into what it is the client is really looking for from a financial adviser and a financial planning relationship.

info_outline
Forget everything you know show art Forget everything you know

The Adviser Gap Podcast

If you want to make a successful transition from paraplanner to highly competent and skilled financial adviser, the first thing you should consider is to ‘forget everything you know’ from your previous role. Although these two roles complement each other in delivering a first class client experience, they are worlds apart in what is required to reach the top of your game.

info_outline
 
More Episodes

In this episode, James and Sean discuss why they wanted to be financial advisers and their personal journey to finding their ‘why’.

This week, the hosts are joined by Amyr Rocha-Lima, Chartered Financial Planner and Partner at Holland Hahn & Wills, based in Kingston Upon Thames.

Amyr has over 10 years’ experience as a financial planner and is now widely considered one of the leading lights in the profession. Amyr’s story is perhaps a little different, having started his career in what he calls ‘provider land’ with Axa, before joining MetLife where he was tasked with promoting financial products to financial advisers.

Amyr discusses how his sales background and the relationships he had built with financial planners helped him to initially make the jump across to the adviser’s side of the fence. We also dive deep into our desire to help people understand the complex world of personal finance and how this drives us all to deliver an excellent customer experience for our clients.

We had a great time chatting with Amyr and found his stories and insights invaluable. We hope you enjoy our discussion as much as we did.

Included in this week’s episode