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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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Apr 28, 2020

In this episode we are joined by Andy Hart.  If you haven’t come across Andy yet, then he has a number of different brands including Maven Adviser, Maven Money podcast, the Voyantist.

He talks us through the reasons for these brands, his financial planning process and how he reaches different audiences with the different branding but more or less the same messaging.

Andy is well know in the world of financial planning and it was an interesting look behind the scenes.

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