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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, 2020David Ferguson on supporting the growth of financial planning with technology 21/02/2018 David's background and why he started Nucleus Why Nucleus choose to partner with some financial planning firms The other services Nucleus offer to FP firms What the future looks like for Nucleus Why Nucleus decided to back diversity ...more52minPlay
April 28, 2020David Ferguson on supporting the growth of financial planning with technology 21/02/2018 David’s background and why he started Nucleus Why Nucleus choose to partner with some financial planning firms The other services Nucleus offer to FP firms What the future looks like for Nucleus Why Nucleus decided to back diversity ...more52minPlay
April 28, 2020Brett Davidson on the opportunity for the future of financial planningWhat we cover in the podcast: Brett's background What Brett thinks about recruiting NextGen Planners How you can be the best at what you do Systems and process for training and development How to get the most out of the Next Generation What Brett thinks the future looks like ...more54minPlay
April 28, 2020Brett Davidson on the opportunity for the future of financial planningWhat we cover in the podcast: Brett's background What Brett thinks about recruiting NextGen Planners How you can be the best at what you do Systems and process for training and development How to get the most out of the Next Generation What Brett thinks the future looks like ...more54minPlay
April 28, 2020Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts) How Sophie Bera built her FP Firm Why she isn't your father's financial adviser The process she uses with prospects How she works with a virtual team Her thoughts on females in financial planning ...more54minPlay
April 28, 2020Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts) How Sophie Bera built her FP Firm Why she isn’t your father’s financial adviser The process she uses with prospects How she works with a virtual team Her thoughts on females in financial planning ...more54minPlay
April 28, 2020Brian Hill on his 90 day plan and being a career changer financial plannerBrian's background, firm and who he works with His approach to financial planning How he would approach things as a NextGen Planner His mistakes and good calls The Training he is launching Advice on other training and resources...more1h 2minPlay
April 28, 2020Brian Hill on his 90 day plan and being a career changer financial plannerBrian’s background, firm and who he works with His approach to financial planning How he would approach things as a NextGen Planner His mistakes and good calls The Training he is launching Advice on other training and resources...more1h 2minPlay
April 28, 2020Dr Sarah Stanley Fallaw on behavioural change, coaching and Financial PlanningSarah's background in Financial Services What DataPoints is and what it does the Results from DataPoints with newer generation advisers Sarah's beliefs on money coaching DataPoints launching in the UK...more55minPlay
April 28, 2020Dr Sarah Stanley Fallaw on behavioural change, coaching and Financial PlanningSarah’s background in Financial Services What DataPoints is and what it does the Results from DataPoints with newer generation advisers Sarah’s beliefs on money coaching DataPoints launching in the UK...more55minPlay
FAQs about The Plannex Podcast:How many episodes does The Plannex Podcast have?The podcast currently has 389 episodes available.