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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: July, 2024
Jul 19, 2024

In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. 

Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. 

Join our community: www.nextgenplanners.co.uk

Jul 5, 2024

In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. 

First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. 

Join our community: www.nextgenplanners.co.uk

Jul 5, 2024

In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe

Amelia and Taylor chat to Clara about who she is, what she does and why she does it. 

Join our community: www.nextgenplanners.co.uk

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