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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: December, 2022
The Power of Anti-Goals with Dan Haylett 0
Dec 9, 2022

In this episode, Dan G chats with Dan Haylett from TFP Financial Planning. 

Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more! 

Join our community: www.nextgenplanners.co.uk  

Financial Planning During Tough Times with Charlie Parker 0
Dec 2, 2022

In this episode, Dan chats with Charlie Parker from Albemarle Street Partners. 

Here, they discuss the journey of financial planning as a profession, financial planning during tough times, the future of the profession and much more!

Join us: https://bit.ly/3VOjCHR 

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