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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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Apr 28, 2020

This was an extremely brave podcast.

Nick Cann was one of the pioneers behind financial planning as know it today.  Nick had a stroke in 2013 and suffers from speech aphasia.

He was chief executive of the IFP when they held the CFP and drove financial planning towards a profession.

He started at Barclays and worked at an IFA before heading up the IFP.

Passionate about Financial Planning, Nick is still confident that we can pull of the vision the original members of the IFP had many years ago.

This was a great chance to speak to someone that NextGen admires greatly.

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