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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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May 29, 2024

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Panos Leledakis, a pioneer in leveraging technology to transform the financial planning and insurance industry. 

Here they discuss the evolving landscape of technology, the power of AI in content creation and client engagement, and the importance of embracing a forward-thinking mindset in the professional world. 

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

 

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