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.
In this episode, Dan chats with Elizabeth Webb from Fairstone.
Here, they discuss the power of exercise to help make our brains work, how Elizabeth balances being a carer with being a financial planner, and much more!