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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: October, 2023
Oct 27, 2023

In this episode Amelia talks with Laura Blake, Philanthropy Director at Somerset Community Foundation. 

Here they discussed; the purpose of community foundations, the impact of local giving and how community foundations can support financial planners. 

Join our community: www.nextgenplanners.co.uk

Oct 20, 2023

In this episode Amelia talks with Bimpe Nkontchou, Founder of Wealth 8.

Here they talked about the necessity for a platform like Wealth8, the challenges faced by the black community in wealth-building, and the role of financial planners in addressing these disparities. 

Join our community: www.nextgenplanners.co.uk

Oct 13, 2023

In this episode Amelia chats with Ian Horne, Author and European Head of Content at Money 20/20.  

Here they talk about  the benefits and challenges of embracing technology in the financial industry, the power of decentralized finance platforms and their implications for financial inclusion and the ethical and regulatory considerations surrounding fintech advancements .

Join our community: www.nextgenplanners.co.uk

Oct 6, 2023

In this episode Adam chats with Sam Oakes, Founder of Financial Planner Life and Financial Planner Life Academy.

Here they talk about becoming a B Corp, the launch of the Financial Planner Life Academy and how a Tom Cruise impression went viral on TikTok. 

Join our community: www.nextgenplanners.co.uk

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