
Über diesen Podcast
The Plannex Podcast is the go-to podcast for UK financial planners, IFAs, and financial advice firm owners who want to grow — professionally and commercially. Hosted by Adam Carolan, each episode features honest conversations with experienced financial planners, firm founders, paraplanners, and industry leaders about what it really takes to build a successful financial planning business in the UK and beyond. Whether you're changing careers into financial planning, scaling an IFA firm,…
289 Folgen · Karriere
The Plannex Podcast
Über diesen Podcast
The Plannex Podcast is the go-to podcast for UK financial planners, IFAs, and financial advice firm owners who want to grow — professionally and commercially. Hosted by Adam Carolan, each episode features honest conversations with experienced financial planners, firm founders, paraplanners, and industry leaders about what it really takes to build a successful financial planning business in the UK and beyond. Whether you're changing careers into financial planning, scaling an IFA firm,…
Neue Folgen
- Why Financial Planning Academies Are Failing 75% of New Advisers | Rob Atherton Part 26. Nov. · 46 Min.
- From UK Financial Planning to Malaysia: What International Advice Really Looks Like | Rob Atherton30. Okt. · 51 Min.
- How a CEO and COO Run an Advice Firm Together | Chirine Harb23. Okt. · 47 Min.
- Starting a Financial Planning Firm After 20 Years in Fund Management | Stewart Heggie16. Okt. · 1 Std. 04 Min.
- Changing Careers into Financial Planning: What the First 18 Months Really Look Like | Oliver Jones9. Okt. · 53 Min.
- Recommended Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson2. Okt. · 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 Std. 01 Min.
- James Ashford Part 2: Sold My Business. Then Money Became the Problem.4. Sept. · 46 Min.