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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: Page 1
Aug 4, 2023

In this episode Adam Owen chatted with Chris Budd, founder of the Institute for Financial Wellbeing and author of two financial wellbeing books. 

Here they talked about the intricate link between happiness and our interactions with money, understanding our own mental landscape and how good financial planning can support a positive outcome.

Join our community: www.nextgenplanners.co.uk

 

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