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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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Launching A Coaching Project with Joe Froud 0
Apr 16, 2021

In this episode, Dan chats with Joe Froud from Best Life Financial Planning and the Retirement Planning Academy. 

Here, they chat about launching a business during COVID, the need for financial coaching from clients and the transition from paraplanner to financial planner. 

Find out more about our community: https://nextgenplanners.co.uk/ 

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