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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 23, 2020Steve Martin on his financial planning journey•Steve's background and how he setup his firm, Smart Financial •How he views the world of Financial Planning •The process he takes every client through •How he has built a team •Where he sees the business and profession going forward...more54minPlay
April 23, 2020Steve Martin on his financial planning journey•Steve’s background and how he setup his firm, Smart Financial •How he views the world of Financial Planning •The process he takes every client through •How he has built a team •Where he sees the business and profession going forward...more54minPlay
April 23, 2020Dominic Colenso on how an Ex Thunderbird became a communications expert•Who does Dominic work with •What are the skills he believes financial planners need •Using Nerves to your advantage •How to share information effectively •His experience of picking a financial planner...more39minPlay
April 23, 2020Dominic Colenso on how an Ex Thunderbird became a communications expert•Who does Dominic work with •What are the skills he believes financial planners need •Using Nerves to your advantage •How to share information effectively •His experience of picking a financial planner...more39minPlay
April 23, 2020Bridget Greenwood on how to get results from social media•How she ended up in Social Media for FS •The trends that she is seeing in Social Media •Her thoughts on how planners can get the most from social media •How to engage prospects and introducers digitally •The work that her firm does...more50minPlay
April 23, 2020Bridget Greenwood on how to get results from social media•How she ended up in Social Media for FS •The trends that she is seeing in Social Media •Her thoughts on how planners can get the most from social media •How to engage prospects and introducers digitally •The work that her firm does...more50minPlay
April 23, 2020Gareth Thompson on how to build an awesome financial planning website Why he works 95% with Financial Services How to stand out with your website What kinds of website attract clients Using Google analytics How he builds financial planning websites The Future of Financial Services and Technology His book recommendation ...more44minPlay
April 23, 2020Gareth Thompson on how to build an awesome financial planning website Why he works 95% with Financial Services How to stand out with your website What kinds of website attract clients Using Google analytics How he builds financial planning websites The Future of Financial Services and Technology His book recommendation ...more44minPlay
April 23, 2020Jason Butler on building a financial planning firm and selling it to his team How he entered Financial Planning and how he built Bloomsbury How they built a successful team Why he decided to sell and what he is doing now What he looked for in hiring people Advice for engaging younger customers ...more1hPlay
April 23, 2020Jason Butler on building a financial planning firm and selling it to his team How he entered Financial Planning and how he built Bloomsbury How they built a successful team Why he decided to sell and what he is doing now What he looked for in hiring people Advice for engaging younger customers ...more1hPlay
FAQs about The Plannex Podcast:How many episodes does The Plannex Podcast have?The podcast currently has 389 episodes available.