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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: June, 2022
Jun 24, 2022

In this episode, we chat with Andrew Marsham from Fat Loss Forever. 

We discuss how to make sure that you stay fit and healthy when you're a financial planner and how to include fitness into your busy schedule. Plus, much more! 

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

Jun 17, 2022

In this episode, Dan chats with Natalia Coe from The Money Charity. 

Here, they chat about the need to educate the general public on their finances, some of the biggest things that are affecting the public finances at the moment and how financial planners can help.

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

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