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The Plannex Podcast

Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners. We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff. If you want practical insights on growing a modern advice business, this is for you. Find out more about our Community by searching 'Plannex' on Google.
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Now displaying: March, 2022
Mar 29, 2022

In this episode, Dan chats with Elizabeth Webb from Fairstone.

Here, they discuss the power of exercise to help make our brains work, how Elizabeth balances being a carer with being a financial planner, and much more!

Join our community HERE.

Mar 25, 2022

In this episode, Dan chats with Jenny Madhoo from SpringGen Advice and Acumen Financial Planning.

Here, we discuss how to make money exciting for the next generation and the work that Jenny is doing to make financial planning affordable for those who want it.

Join our community HERE.

Mar 18, 2022

In this episode, Dan chats with Chanelle Pattinson from Her Future Bright.

Here, they chat about the best ways to study for and pass financial planning exams, Chanelle's awesome podcast and much, much more.

Join our community: https://bit.ly/364bvCO 

Mar 11, 2022

In this episode, Dan chats with Shaun Doherty from The 555 Club. 

Here, they discuss how to use breath work, meditation and gratitude to bring back focus and to live in the moment throughout your day.

Join our community: https://www.nextgenplanners.co.uk/join-our-community

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