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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 have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance.

We talk about her incredible journey in Financial Services going from one woman band to building a large outsourced Paraplanning firm.

We also talk about what she has learnt hiring and also recruiting and training graduates and why she is passionate about this area.

We also talk about the future of compliance and file checking and technology that she thinks advisory firms can use to build efficiencies.

Finally she gives us some thoughts about how we can get more younger females in financial services as she is a great role model in this area.

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