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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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Blast Off Series: Knowing your Why Ben Baldwin 0
Mar 5, 2021

In the next episode of the Blast Off series, Rohan chats with Ben Baldwin from STEM Financial.

Here, they discuss knowing your why, how to identify who to work with, and some tips for deciding whether or not to launch your financial planning firm. 

Find out more about Blast Off: https://bit.ly/3sJAXTI

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