About this 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 episodes · business
The Plannex Podcast
About this 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.
Recent episodes
- 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 Jul · 42 min
- Jon Doyle Part 2: What Won't AI Replace?24 Jul · 45 min
- Jon Doyle Part 1: Build It Your Way17 Jul · 50 min
- Victoria Hicks and Gaynor Rigby Part 2: What Is Your Firm Really Worth?29 Jun · 46 min
- Victoria Hicks and Gaynor Rigby Part 1: The Business Behind The Advice19 Jun · 52 min
- David Carter Part 2: Comfortable or Growth?12 Jun · 52 min
- David Carter Part 1: The Referral Mindset5 Jun · 53 min
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