À propos de ce 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 épisodes · Carrières
The Plannex Podcast
À propos de ce 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.
Épisodes récents
- Recommended Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson2 oct. · 56 min
- How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 225 sept. · 45 min
- He Gave Away Every Client to Scale His Financial Advice Firm | Alan Smith Part One18 sept. · 55 min
- How to Start a Business Podcast That Wins Clients (Most Get This Wrong) | Charlie Perry11 sept. · 1 h 01 min
- 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 août · 45 min
- Laura Pearson Part 2: Building a Business That Scales7 août · 38 min
- Laura Pearson Part 1: Building an Advice Firm From Scratch31 juil. · 42 min
- Jon Doyle Part 2: What Won't AI Replace?24 juil. · 45 min
- Jon Doyle Part 1: Build It Your Way17 juil. · 50 min
podlinkr.com/fr/the-plannex-podcast
Pour une affiche ou une diapo.