The Plannex Podcast

By Plannex

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 bu... more

3.5

44 ratings

FAQs about The Plannex Podcast:

How many episodes does The Plannex Podcast have?

The podcast currently has 389 episodes available.

The Plannex Podcast episodes:

April 28, 2020 Tony Bates on Recruitment and Diversity
In this podcast, Rohan from NextGen and Tony from IDEX Consulting delve into the world of recruitment, what employers are looking for, what's most important to candidates and how to write a good job advert.
...more
45min
April 28, 2020 The Two Grumpy Northerners Reminisce
We gave our lovely members the opportunity to ask us some questions which would be discussed by two of our co-founders Rohan SIvajoti and Adam Carolan in the next NextGen Planners podcast.
...more
1h
April 28, 2020 Andrew Swan on legal dealings with the FCA (as a career)
Andrew Swan is Partner and Head of regulation and financial crime for Short Richardson & Forth LLP – a fantastic law firm based in Newcastle upon Tyne.
...more
48min
April 28, 2020 Andrew Swan on legal dealings with the FCA (as a career)
Andrew Swan is Partner and Head of regulation and financial crime for Short Richardson & Forth LLP – a fantastic law firm based in Newcastle upon Tyne.
...more
48min
April 28, 2020 Martin Mellor on the transition from the corporate world to running your own firm
In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.
...more
36min
April 28, 2020 Martin Mellor on the transition from the corporate world to running your own firm
In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.
...more
36min
April 28, 2020 Rob Stevenson on positioning yourself as a future owner of a financial planning business
This episode covers everything from financing your business, positioning yourself as a future owner of a financial planning practice and valuing your business too. Everything from corporate finance, to mergers and acquisitions.
...more
1h 0min
April 28, 2020 Rob Stevenson on positioning yourself as a future owner of a financial planning business
This episode covers everything from financing your business, positioning yourself as a future owner of a financial planning practice and valuing your business too. Everything from corporate finance, to mergers and acquisitions.
...more
1h 1min
April 28, 2020 Phillip Calvert on how to use tried and tested techniques to drive referrals to your financial planning business
In this episode, we talk to Phil Calvert marketing consultant, founder of LifeTalk (one of the largest communities in financial planning) and also an international speaker on the power of social media.
...more
1h 4min
April 28, 2020 Phillip Calvert on how to use tried and tested techniques to drive referrals to your financial planning business
In this episode, we talk to Phil Calvert marketing consultant, founder of LifeTalk (one of the largest communities in financial planning) and also an international speaker on the power of social media.
...more
1h 4min

FAQs about The Plannex Podcast:

How many episodes does The Plannex Podcast have?

The podcast currently has 389 episodes available.

More shows like The Plannex Podcast

TRAP: The Real Adviser Podcast

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The Plannex Podcast

FAQs about The Plannex Podcast:

How many episodes does The Plannex Podcast have?

The Plannex Podcast episodes:

FAQs about The Plannex Podcast:

How many episodes does The Plannex Podcast have?

More shows like The Plannex Podcast

TRAP: The Real Adviser Podcast