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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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How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future 0
Apr 28, 2020
  • What are their backgrounds?
  • How and Why Magenta was founded
  • What are the beliefs and cultures at Magenta.
  • What kind of clients do they deal with and how do they work with them?
  • What has gone well so far for a new company and what hasn’t gone so well?
  • What are their thoughts about the future of financial planning
  • What are key learning resources that they tap in to?
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