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.
•Steve’s background and how he setup his firm, Smart Financial •How he views the world of Financial Planning •The process he takes every client through •How he has built a team •Where he sees the business and profession going forward