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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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Data Driven Decisions with Jen Lothian 0
May 10, 2024

In this episode of the NextGen Planners Podcast Amelia chats with  Jen Lothian CEO and Co-Founder of My Ark. 

Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this. 

Join our community: www.nextgenplanners.co.uk

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