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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
  • Tell us about your career to date – how did you get in to Financial Services and what was the path?
  • Tell us about Advisors excel – what is it and who do you help?
  • You interview a lot of good guests on your podcast the Elite Advisor Blueprint – What are some of the key takeaways from the guests that you have had.
  • What separates the best advisers from the pack?
  • What advice would you give to a younger adviser starting out in the profession today knowing what you know.
  • What are some good learning sources apart from your podcast to help.
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