The podcast for individuals looking to bridge the gap to becoming a financial adviser
London, England
Joined October 2018
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New #AdviserGap and @FPTrainingAcad training course launching in September. Be sure to grab a seat at the table fptraining.academy/training-… 🙌👌💪 #alwayslearning #personaldevelopment
Adviser Gap retweeted
WHAT'S HAPPENING LONDON? 💥
Our very popular London 'roundtable' returns with a new face and a new name.
✅ Meet your peers
✅ Share ideas
✅ Hear from a guest speaker
30th November. 6PM. Free for all.
Register here 👉 bit.ly/3gCRuIj
Adviser Gap retweeted
Great talks at #HUM2021!
@nicklincoln delivering the home truths on inflation 👍
Adviser Gap retweeted
I had a brilliant time presenting to this group of NextGen planners last week!
Check out @AdviserLounge if you haven't already.
A few more pictures from an eye opening presentation from @brettdavidson and a pleasure to be graced with Rohan Sivajoti’s presence. Amazing to be back in person @NxtGen_Progress roundtables, great to see so many new faces and catch up with good friends. 🙌🙌🙌
Adviser Gap retweeted
A few more pictures from an eye opening presentation from @brettdavidson and a pleasure to be graced with Rohan Sivajoti’s presence. Amazing to be back in person @NxtGen_Progress roundtables, great to see so many new faces and catch up with good friends. 🙌🙌🙌
Adviser Gap retweeted
There’s a lot of intelligent young financial planners who “get it” - the importance of real planning, evidence-based investing and behavioural coaching.
Unfortunately many are stuck in firms that don’t embrace these ideas and it’s frustrating.
Owners, shout if you’re hiring.
Adviser Gap retweeted
🎧 17 of the best podcasts for aspiring advisers @financialchang1 @Nxtgenplanners @MichaelKitces @meaningfulmoney @themoneypanel lnns.co/x9UlQuLHvtZ
Lots of great podcasts out there for aspiring advisers 👇 moneymarketing.co.uk/analysi…
Adviser Gap retweeted
We are looking for a Client Experience Executive to join our team.
- You’re courteous, efficient and friendly
- You have financial planning admin knowledge
- Intelligent Office experience essential
- Closing date 30/6/21
Details: bit.ly/3fBNoni
🙌👌 Great effort @MavenAdviser 👏👏👏
#MavenMoneyPodcast Andy reaches an incredible milestone and celebrates it with the one and only Rory Sutherland. apple.co/30Rz0bZ Rory Sutherland #TrillionDollarMilestone #Patreon #HUM #FinancialPlanning #PersonalFinance #RorySutherland
Adviser Gap retweeted
Surprised to learn that some advice firms make their staff pay for exams, study books and have to book holiday leave to study. Doesn’t make sense to me 🤷♂️
A great opportunity for all aspiring financial planners
Anna Jones, Chartered Financial Planner shares with @MoneyMarketing her experiences starting out in the male-dominated world of financial services, and how Progeny aims to reshape the dynamic by enrolling the next generation of advisers into our Academy.
moneymarketing.co.uk/profile…
"It doesn't have to be perfect; action trumps perfection every time" - pod with Catherine Morgan @themoneypanel. Listen on: bit.ly/AdvGap-Libsyn #advisergap #financecareers #financeapprentice #paraplanner
Adviser Gap retweeted
Thank you for the shout out @RobinJPowell 🙌🙏 Definitely a gap that needs to be filled for the next generation of great financial planners @advisergap @SeanBanksIFA
"Thousands of hours are spent by professional bodies training advisers and planners to be technical wizards, but no time at all on the art of #FinancialPlanning — listening, questioning, relationship building and body language." Yup @JamesAMousley ow.ly/tgTf50Cfn84
Glad you enjoy it @heatherahopkins 😊🙏
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"Devour yourself with the free resources first when it comes to financial coaching" - pod with Catherine Morgan @themoneypanel. Listen on: bit.ly/AdvGap-Libsyn #advisergap #financecareers #financeapprentice #paraplanner
"Your brain searches for evidence to support your beliefs, so you have to change your beliefs to create a personal shift with your money" - pod with Catherine Morgan @themoneypanel. Listen on: bit.ly/AdvGap-Libsyn #advisergap #financecareers #financeapprentice #paraplanner
"Try and workout your values and what drives you and fit your role to these" - pod with Catherine Morgan @themoneypanel. Listen on: bit.ly/AdvGap-Libsyn #advisergap #financecareers #financeapprentice #paraplanner
