Plannex

The Plannex Podcast

Business EN ↓ 298 episodes

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 build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff. If you want practical insights on growing a modern advice business, this is for you. Find out more about our Community by searching 'Plannex' on Google.

Author

Plannex

Episodes

Chris Budd on Employee Ownership, the new model for Succession Planning 28.04.2020 49:32

In this podcast, Rohan & Chris discuss Chris' recent sale of his majority shareholding in Ovation to an Employee Ownership Trust (EOT) and the implications of this including affect on himself, his staff and his clients. We delve into the mechanics of such a setup and discuss the advantages and disadvantages attached to it.

Sharon Sutton on her transition to Financial Planning and Client Advisory Boards 28.04.2020 48:09

Her Background in Financial Services and why she setup her own firm How she built a community in the Isle of Man How she setup and leveraged a client advisory board Why she ran for PFS President and her agenda for her year Her thoughts on the future of Financial Planning Why she thinks there aren't enough Female FPs Her favourite resources

Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms 28.04.2020 54:45

His background on Financial Planning What his different roles are What the last few years has taught him about the FP market What the stumbling blocks are for FP firms What trends he has noticed Any advice to FP firms

Emma Houlton on mastering the Art of Podcast 28.04.2020 37:50

Emma's background and why she started a company in producing The kind of podcasts that Emma produces How someone would be able to start a podcast What are the do's and dont's of podcasting Is podcasting still worth it in the age of video? The future of audio

Ronald Sier on being a smart financial planner 28.04.2020 55:22

His background and how he came to be a financial planner How he operates in the Netherlands Why his fee model is different to a lot of planners Why he only does financial planning Why he setup smart financial planner The future and what it looks like?

Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients 28.04.2020 46:13

Tell us about the background to you and your firm Why did you come into Financial Services? What is it you see in the good firms when it comes to marketing their services How is marketing and digital engagement changing What are the new things you are working on at the moment which excite you? What are your go to resources in your area

David Ferguson on supporting the growth of financial planning with technology 21/02/2018 28.04.2020 51:10

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

Brett Davidson on the opportunity for the future of financial planning 28.04.2020 53:06

What 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

Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts) 28.04.2020 53:01

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

Brian Hill on his 90 day plan and being a career changer financial planner 28.04.2020 1:01:31

Brian'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

Dr Sarah Stanley Fallaw on behavioural change, coaching and Financial Planning 28.04.2020 54:39

Sarah'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

Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care 28.04.2020 46:18

Tessa's background in Financial Services How Moneyinfo was created and what problem is solves How Moneyinfo see the way the market is evolving How to use aggregation tools as part of the financial planning process What is next for money info

Russell Kroeger on working with young professionals and policy based financial planning 28.04.2020 51:23

Russell's background in Financial Planning What he does and who he works with His thoughts on serving younger clients Why he co authored a research paper for the Journal of Financial Planning What is policy based financial planning?

Gavin Francis on why the Next Generation need to be aware of Social Impact Investing 28.04.2020 44:28

Gavins background and career to date Why he setup Worthstone What is Social Impacting and why should we care Resources for further learning What the trends are in impact investing

Steve Crawford on building a Financial Planning business for Gen XY in Australia 28.04.2020 57:25

Steve's background and why he setup the firm Cash Flow Management in Australia How he is building his business The way the profession is going in Australia Steve's XY Academy

Abraham Okusanya on where he thinks financial planning will go from his unique perspective 28.04.2020 57:58

His background and Journey in FS? Why did he start finalytiq and what does it do? His core beliefs when it comes to financial planning and investment management What is timeline and how can it help? His advice to the Next Generation

Phil Young from Hero to Zero and all things Financial Services 28.04.2020 1:00:21

Phil Young from Hero to Zero and all things Financial Services

How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future 28.04.2020 1:00:54

What are their backgrounds? How and Why Magenta was founded What are the beliefs and cultures at Magenta. What kind of clients do they deal with and how do they work with them? What has gone well so far for a new company and what hasn't gone so well? What are their thoughts about the future of financial planning What are key learning resources that they tap in to?

Russ Haworth on building building a content marketing strategy within an established FP firm 28.04.2020 51:23

His background in Financial Services How and why he chose to join Proposito The role within his firm Why he decided to go big on Content Marketing His methods of content marketing Why he launched a podcast and how it is going What is planned next for Russ

Anthony Villis on building a large lifestyle planning practice 28.04.2020 51:11

Anthony's background and how he came to be Managing Partner of First Wealth What kind of clients do First Wealth serve? Why was the firm setup as a LLP structure? Anthony tells us about his "start with why day" How they had a lightbulb moment with financial planning What is Anthony's view of digital advice and how does it fit alongside their core offering What has been his experience of being in a...

Paul Armson on a bright future for Financial Planning IF we step away from the Industry 28.04.2020 54:45

What is Paul's background in financial services and his journey What is Paul doing now with financial planning and what is his work Why did Paul setup inspiring advisers and what is it? Tell us the story behind Back2Y What can next gen planners do differently in the future If Paul was a nextgen planner, how would he approach things today What are his go to learning resources for nextgen planners

Don Whalen, co-founder of Precise FP on using technology to gather data 28.04.2020 44:07

Don's background and how he got started in FP The kind of FP firm Don runs Why a CFP designed a technology tool What Precise FP does and why it is popular in the US How UK advisers can start using the tool

John Ruhlin on how to use gifting to leverage relationships 28.04.2020 43:56

John's background What is John's company and why expert gift giving? The principles behind giftology – John's book How can next generation advisers and planners get started Where is this in the marketing mix? What the book is about

April Rudin on attracting the Next Generation of Clients 28.04.2020 35:59

April's career in FS and what the Rudin Group do What are the trends that are emerging with the next generation What are NextGen firms doing all over the world to work with Younger Clients The advice that she gives to anyone wanting to work with younger clients What are some good learning sources for dealing with NextGen clients

Alan Smith on completely altering the course of his FP business 28.04.2020 1:14:11

Alan's background and the early days of Capital Asset Management The lessons he learnt from his journey Why he changed course a few years ago What advice he would give to Next Generation Planners Why a niche approach matters What he sees in new talent Alan's favourite learning sources