Über diesen 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.
289 Folgen · business
The Plannex Podcast
Über diesen 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.
Neue Folgen
- James Ashford Part 2: Sold My Business. Then Money Became the Problem.4. Sept. · 46 Min.
- James Ashford Part 1: Great Clients Don’t Exist. You Create Them.28. Aug. · 45 Min.
- Laura Pearson Part 2: Building a Business That Scales7. Aug. · 38 Min.
- Laura Pearson Part 1: Building an Advice Firm From Scratch31. Juli · 42 Min.
- Jon Doyle Part 2: What Won't AI Replace?24. Juli · 45 Min.
- Jon Doyle Part 1: Build It Your Way17. Juli · 50 Min.
- Victoria Hicks and Gaynor Rigby Part 2: What Is Your Firm Really Worth?29. Juni · 46 Min.
- Victoria Hicks and Gaynor Rigby Part 1: The Business Behind The Advice19. Juni · 52 Min.
- David Carter Part 2: Comfortable or Growth?12. Juni · 52 Min.
- David Carter Part 1: The Referral Mindset5. Juni · 53 Min.
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