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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
FAQs about The Plannex Podcast:How many episodes does The Plannex Podcast have?The podcast currently has 389 episodes available.
April 28, 2020Sharon Sutton on her transition to Financial Planning and Client Advisory Boards Her Background in Financial Services and why she setup her own firm How she built a community in the Isle of Man How she setup and leveraged a client advisory board Why she ran for PFS President and her agenda for her year Her thoughts on the future of Financial Planning Why she thinks there aren't enough Female FPs Her favourite resources ...more49minPlay
April 28, 2020Sharon Sutton on her transition to Financial Planning and Client Advisory Boards Her Background in Financial Services and why she setup her own firm How she built a community in the Isle of Man How she setup and leveraged a client advisory board Why she ran for PFS President and her agenda for her year Her thoughts on the future of Financial Planning Why she thinks there aren’t enough Female FPs Her favourite resources ...more49minPlay
April 28, 2020Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms His background on Financial Planning What his different roles are What the last few years has taught him about the FP market What the stumbling blocks are for FP firms What trends he has noticed Any advice to FP firms ...more55minPlay
April 28, 2020Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms His background on Financial Planning What his different roles are What the last few years has taught him about the FP market What the stumbling blocks are for FP firms What trends he has noticed Any advice to FP firms ...more55minPlay
April 28, 2020Emma Houlton on mastering the Art of Podcast Emma's background and why she started a company in producing The kind of podcasts that Emma produces How someone would be able to start a podcast What are the do's and dont's of podcasting Is podcasting still worth it in the age of video? The future of audio ...more38minPlay
April 28, 2020Emma Houlton on mastering the Art of Podcast Emma’s background and why she started a company in producing The kind of podcasts that Emma produces How someone would be able to start a podcast What are the do’s and dont’s of podcasting Is podcasting still worth it in the age of video? The future of audio ...more38minPlay
April 28, 2020Ronald Sier on being a smart financial planner His background and how he came to be a financial planner How he operates in the Netherlands Why his fee model is different to a lot of planners Why he only does financial planning Why he setup smart financial planner The future and what it looks like? ...more56minPlay
April 28, 2020Ronald Sier on being a smart financial planner His background and how he came to be a financial planner How he operates in the Netherlands Why his fee model is different to a lot of planners Why he only does financial planning Why he setup smart financial planner The future and what it looks like? ...more56minPlay
April 28, 2020Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients Tell us about the background to you and your firm Why did you come into Financial Services? What is it you see in the good firms when it comes to marketing their services How is marketing and digital engagement changing What are the new things you are working on at the moment which excite you? What are your go to resources in your area ...more47minPlay
April 28, 2020Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients Tell us about the background to you and your firm Why did you come into Financial Services? What is it you see in the good firms when it comes to marketing their services How is marketing and digital engagement changing What are the new things you are working on at the moment which excite you? What are your go to resources in your area ...more47minPlay
FAQs about The Plannex Podcast:How many episodes does The Plannex Podcast have?The podcast currently has 389 episodes available.