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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

A chat with Steph Hayter – Head of Young People’s Programmes for The Money Charity.

In this podcast we discuss through Steph’s recent period as Interim CEO at the tender age of 27 and how she dealt with such responsibility and overcoming imposter syndrome.

Steph talks us through exactly what the Money Charity’s goals are, how they measure success and details the programmes that they offer in schools throughout the UK.

Steph shares some success stories and speaks passionately throughout. A must listen from a thoroughly impressive young lady.

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