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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 12
Apr 23, 2020
  • Why he works 95% with Financial Services
  • How to stand out with your website
  • What kinds of website attract clients
  • Using Google analytics
  • How he builds financial planning websites
  • The Future of Financial Services and Technology
  • His book recommendation
Apr 23, 2020
  • How he entered Financial Planning and how he built Bloomsbury
  • How they built a successful team
  • Why he decided to sell and what he is doing now
  • What he looked for in hiring people
  • Advice for engaging younger customers
Apr 23, 2020

•Jess’s background in financial services
•The current trends she is seeing in the market
•The Supply and demand of younger financial planners
•How a younger person interested in financial planning can get their foot in the door
•What skills employers are looking for

Apr 23, 2020

•His career to date and the growth of meaningful money
•How he bought into his existing company
•How he handles prospects from Meaningful Money
•How he manages his time despite running two businesses
•His thought on pulling Financial Planning into 2016
•His experience of the CFP accreditation

Apr 23, 2020

•His experience of financial advice and advisers
•What is business coaching and how can it help with financial planning
•Are there easy ways to start with the principles he teaches
•Is coaching the same as learning selling techniques
•How Jan works with successful advisers/planners

Apr 23, 2020

•How he entered the world of financial advice
•Who are Sense and what is their approach
•What he sees in successful planners
•How he thinks new planners should attract clients
•How to leverage unbiased and vouchedfor

Apr 23, 2020

•How Chris started his business
•How Chris charges his clients (including a good story)
•How Chris grew his business and network
•Using professional connections to grow his client base
•How Ovation takes clients through a journey
•Chris’s new project Financial Wellbeing

Apr 23, 2020

•How Gavin became an expert in Social Media
•How Gavin launched his new business in 7 days
•Using Facebook Ads to drive traffic and engage customers
•Managing Social Media accounts
•What kind of marketing to use with Facebook Ads
•How to write content and get your content noticed

Apr 23, 2020

•How did he enter Financial Services
•How did he progress to Managing Director
•What it is like to work within a family business and how Informed Choice market to clients
•Why he decided to setup his own podcast and website
•What is Martin’s Niche and why he chose it

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