
Over deze 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 afleveringen · Carrières
The Plannex Podcast
Over deze 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,…
Recente afleveringen
- 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 u 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 sep · 45 min
- He Gave Away Every Client to Scale His Financial Advice Firm | Alan Smith Part One18 sep · 55 min
- How to Start a Business Podcast That Wins Clients (Most Get This Wrong) | Charlie Perry11 sep · 1 u 01 min
- James Ashford Part 2: Sold My Business. Then Money Became the Problem.4 sep · 46 min