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The Adviser Gap Podcast

By Adviser Gap

The only podcast focussed on the ‘no man’s land’ between non-advisory roles and a financial adviser role. The hosts, Sean Banks and James Mousley, will be lifting the lid on the transition between these two roles with their mission to help as many individuals as possible bridge their own Adviser Gap. They will be joined by many fantastic guests to uncover their experiences, knowledge and top tips to provide the listener with actionable insights for a smoother transition. May include Sean and James having a bit of fun and talking rubbish along the way. - Theme tune by Joe Sheldon.

  1. 1.
    Changing the public perception of Financial Planning with Anthony Villis10/18/2020
    55:51
  2. 2.
    From leaving school at 16 to Managing Director of a national advisory business all before 30 with Neil Moles10/11/2020
    49:28
  3. 3.
    The Behavior and Adviser Gap with Carl Richards10/04/2020
    39:10
  4. 4.
    From the Royal Air Force to Certified Financial Planner with Elizabeth Bradshaw07/14/2020
    45:19
  5. 5.
    From art history to the Big Smoke to a financial planner in the Scottish Highlands with Jenny Madhoo07/08/2020
    46:59
  6. 6.
    Living the life you want - with Michiel Van Vugt06/30/2020
    48:56
  7. 7.
    How the school of hard knocks can set you up for success in bridging the Adviser Gap - with Rob Schwarz and Scott Millar06/22/2020
    59:15
  8. 8.
    The financial planning generation game with Jo Little06/15/2020
    46:31
  1. 9.
    Around the World and Back Again - with Justin King06/08/2020
    1:07:20
  2. 10.
    The journey is a bit like jazz - with Alasdair Walker06/03/2020
    50:10
  3. 11.
    How the values of Impact Investing can help you to bridge the Adviser Gap - with Jeannie Boyle05/25/2020
    51:07
  4. 12.
    'Always hold true to your beliefs' with Lee Robertson05/18/2020
    1:03:30
  5. 13.
    Tight ass Tommos tips to succeed as a financial planner - with Tom Morris05/12/2020
    1:01:01
  6. 14.
    The five year fast-track from Paraplanner to Director with Nji Lorimer05/04/2020
    59:34
  7. 15.
    Financial Wellbeing special with Chris Budd04/28/2020
    52:02
  8. 16.
    From Brum with love with Laura Thursfield04/20/2020
    43:36
  9. 17.
    Coronavirus Special - Dealing with Black Swan events as a younger planner04/13/2020
    1:00:46
  10. 18.
    Everyone puts their pants on the same way with Tommy Watson04/06/2020
    59:37
  11. 19.
    Adviser Gap Series 2 - Intro 04/01/2020
    3:07
  12. 20.
    Series 1 Highlights Part 203/31/2020
    52:52
  13. 21.
    Series 1 Highlights Part 103/30/2020
    1:10:48
  14. 22.
    A Hat-tip on your Adviser Gap journey with Nick Lincoln10/15/2019
    1:03:24
  15. 23.
    Understanding where you are on the journey10/13/2019
    1:22:37
  16. 24.
    Where will tech take us? - Heather Hopkins07/15/2019
    1:20:05
  17. 25.
    Why staying in a non-advisory role might be right for you with Kimberley Sare06/20/2019
    1:23:13
  18. 26.
    The psychology of financial advice - Dr Daniel Crosby06/03/2019
    1:13:40
  19. 27.
    Life Planning with George Kinder05/20/2019
    56:05
  20. 28.
    The Art of Financial Planning05/07/2019
    1:06:04
  21. 29.
    The Adviser Gap across the pond04/23/2019
    1:16:25
  22. 30.
    Episode 4 - What the client wants with Natalie Wright04/08/2019
    1:09:20
  23. 31.
    Forget everything you know03/25/2019
    1:07:25
  24. 32.
    Why do you want to be a financial adviser?03/11/2019
    53:00
  25. 33.
    The Adviser Gap with Andy Hart02/25/2019
    49:50
  26. 34.
    The Adviser Gap Podcast - What to Expect?02/12/2019
    7:00

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