The Plannex Podcast

In this podcast, Rohan from NextGen and Tony from IDEX Consulting delve into the world of recruitment, what employers are looking for, what's most important to candidates and how to write a good job advert.

We gave our lovely members the opportunity to ask us some questions which would be discussed by two of our co-founders Rohan SIvajoti and Adam Carolan in the next NextGen Planners podcast.

Andrew Swan is Partner and Head of regulation and financial crime for Short Richardson & Forth LLP – a fantastic law firm based in Newcastle upon Tyne.

In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.

This episode covers everything from financing your business, positioning yourself as a future owner of a financial planning practice and valuing your business too. Everything from corporate finance, to mergers and acquisitions.

In this episode, we talk to Phil Calvert marketing consultant, founder of LifeTalk (one of the largest communities in financial planning) and also an international speaker on the power of social media.

We are delighted to be joined by 3 time author, speaker and expert on all things systemisation, Marianne Page aka the system jedi.

We are joined in this episode by one of our favourite members Catherine Morgan from the Money Panel.

In this Episode Jose Supico of Advicefront talks to us about how his company is revolutionising the Financial Planning space by building technology to automate a lot of the boring and mundane tasks

In this episode, Stephen CEO of Cooper Parry Wealth shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over £500m AUM.

We start the new series with a bang. Steve Cockram is an international keynote speaker, author and consultant to some of the worlds leading executives. He talks to us about how building and running a company in the digital age is fundamentally different to the industrial age. He talks us through simple frameworks to get you started and how he would lead a financial planning firm for the future. We...

This was an extremely brave podcast. Nick Cann was one of the pioneers behind financial planning as know it today. Nick had a stroke in 2013 and suffers from speech aphasia. He was chief executive of the IFP when they held the CFP and drove financial planning towards a profession. He started at Barclays and worked at an IFA before heading up the IFP. Passionate about Financial Planning, Nick is st...

Throughout Brown's career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them.

Tony Taylor is a leadership and strategy coach who combines the strongest attributes of consultation and coaching to generate habit-forming change within multi-faceted organisations of any size, in any marketplace.

Natalie Wright has just been awarded Chartered Financial Planner of the Year 2018. She tells us about her journey from Apprentice to Director of Mazars a large financial planning company based in Yorkshire. It wasn't an easy journey for Natalie and she tells us how she managed confidence during her career and her approach to client meetings. She also struggled when she had a baby to adapt to her n...

In this episode we talk to Lauren Janus, founder of Thoughtful Philanthropy.

In this podcast, we speak to entrepreneur and best selling author, Daniel Priestley. Daniel is well known for books such as Key Person of Influence and Oversubscribed but also runs a global accelerator called Dent Global.

In this episode we talk to Financial Services Stalwart Paul Hogarth. Paul has been extremely successful in FS and has launched numerous successful ventures including Paradigm Partners and Tatton Asset Management which recently had an IPO.

A chat with Steph Hayter – Head of Young People's Programmes for The Money Charity. In this podcast we discuss through Steph's recent period as Interim CEO at the tender age of 27 and how she dealt with such responsibility and overcoming imposter syndrome. Steph talks us through exactly what the Money Charity's goals are, how they measure success and details the programmes that they offer in schoo...

In this episode we are joined by Andy Hart. If you haven't come across Andy yet, then he has a number of different brands including Maven Adviser, Maven Money podcast, the Voyantist. He talks us through the reasons for these brands, his financial planning process and how he reaches different audiences with the different branding but more or less the same messaging. Andy is well know in the world o...

In this episode we have Alfie Mullan and Jo Little, two rising stars in the financial planning profession. Alfie and Jo setup Eelah, a financial planning company for tech entrepreneurs just over a year ago after a powerful conversation. They did it slightly differently though, they setup the firm as an appointed rep of Emery Little, where they also both work and Jo is the CEO. We hear their story...

In this episode, we have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance. We talk about her incredible journey in Financial Services going from one woman band to building a large outsourced Paraplanning firm. We also talk about what she has learnt hiring and also recruiting and training graduates and why she is passionate about this area. We also talk about the f...

In this episode with Paul Resnik, the founder of Finametrica, we talk to Paul to discuss the current trends around the world when it comes to Financial Planning. Paul doesn't pull any punches in telling Adam his views on the past and the future and why he is building a next generation type financial planning firm himself. This is a really interesting perspective and we also cover off risk profilin...

In this episode, our 50th, we chat to Rich and Nick from Ellis Davies. They briefly take us through their backgrounds, how they met and why they setup their firm together. We talk about how the timing was right for Ellis Davies and the "why" behind their firm and how the first year has gone. This is an interesting insight into a 50/50 partnership and how they have skillsets that complement each ot...

In this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm. Sam openly talks about his first year figures, the challenges and what has gone well and not so well. Sam also talks about his fee and service proposition and how he works with clients on a fixed fee basis.