All Episodes
The Plannex Podcast — 289 episodes · page 1 of 3
Recommended Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson
How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 2
He Gave Away Every Client to Scale His Financial Advice Firm | Alan Smith Part One
How to Start a Business Podcast That Wins Clients (Most Get This Wrong) | Charlie Perry
James Ashford Part 2: Sold My Business. Then Money Became the Problem.
James Ashford Part 1: Great Clients Don’t Exist. You Create Them.
Laura Pearson Part 2: Building a Business That Scales
Laura Pearson Part 1: Building an Advice Firm From Scratch
Jon Doyle Part 2: What Won't AI Replace?
Jon Doyle Part 1: Build It Your Way
Victoria Hicks and Gaynor Rigby Part 2: What Is Your Firm Really Worth?
Victoria Hicks and Gaynor Rigby Part 1: The Business Behind The Advice
David Carter Part 2: Comfortable or Growth?
David Carter Part 1: The Referral Mindset
Dominic McLoughney and James Thompson Part 2: AI Won’t Replace You
Dominic McLoughney and James Thompson Part 1: The Advice Gap
Steve Jordan Part 2: No Target, But Still Growth.
Steve Jordan Part 1: No Clients? Just Go And Find Some
Tom Morris & Rich Ellis Part 2: Don't Build a Firm On Your Own
Tom Morris & Rich Ellis Part 1: We Got It Wrong At First
Barry Horner & Philippa Hann Part 2: From Suing IFAs to Leading a Top Firm
Barry Horner Part 1: From Start-up to Employee Ownership
Jo Little & Alfie Mullan Part 2: The Leadership Doubts No One Talks About in Financial Planning
Jo Little & Alfie Mullan Part 1: Rebuilding a 3rd-Generation Financial Planning Firm
The Growth Traps No One Warned Me About with Sam Sloma Part Two
The Growth Traps No One Warned Me About with Sam Sloma Part One
Your Myths on ESG Portfolios Debunked with Max Tennant
Money and Millenials with Iona Bain
TikTok's Surprising Wealth Demographic with Ian Dempsey
Business Benefits of Inclusion with Charlotte Phillips-Lynn
State of the Adviser Nation with Steve Nelson
The 'Secret' about Manifesting with Jon Dunckley
Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager
Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston
95% of advisers are making this pricing mistake with Karl Dines
Why Taylor Outsources Paraplanning with Hannah Wynick
Burnout Busters with The Hosts
Christmas Special
Strategy and Substance with Nicola Crosbie
Not so soft skills with George Kinder
Life By Design with Christian Mather
Coaching Conversations with Jo Wall
What not to wear with The Hosts
ESG- Before It Was Cool with Julian Parrott
Building an evidence-based business with Jonathon Jay
Growing a Life Planning Business with Nila Mistry
Building better client experience with Dan Graham
Scaling Quickly with Sean McDermott and Vicki Langdon
Do Awards Matter? with Sarah Elson
Meet the Hosts with Taylor Beavis
Meet the Hosts with Clara Metcalfe
Using Tech Smartly in Financial Planning with Adam Owen
DFM Dynamics with Peter Clark
Leveraging AI for Business Success: Insights from AI expert Verena Weber
Future-Proofing Financial Planning with Fintech Expert Jason Pereira
Embracing ESG in Investing with Clémence Chatelin
Predicting the future of technology in financial planning with Roger Portnoy
Out-of-this-world Virtual Client Interactions with Panos Leledakis
Paraplanning: Past, Present and Future with Rebecca Tuck
Transforming the Future of Financial Planning with Chris Davies
Balancing Science and Art in Financial Planning with Gary Winslow
Data Driven Decisions with Jen Lothian
From AI to Client Portals with Danni Le Grande
Tech-Driven Efficiency with George Cooper
Putting advice in the palm of the client with John Mason
People, Purpose and Progress with Harriet Davis
Investing Smarter with AI with Chris Shuba
Solving Life Admin with Fraser Stewart and Gary Stewart
The Human Core of Financial Tech with Neil Parker
How finance pros can utilise TikTok with Tom Parkinson
How AI could help financial planners access different markets with Alan Gurung
The Power of Productivity with Matt Jeffery
Tech-Human Synergy with Derek Gardiner
Digital Progress on the Provider Side with Anthony Rafferty
Guiding through Grief with Lou Gladwell and Colin Low
Harnessing Technology for Better Financial Planning with Vincent Heys
Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack
Turning 40 and Turning Points with Darren Day
A Futurist's Perspective on Finance and Technology with Charlotte Kemp
Words that Win with Jo Faith
Predicting the Future of Financial Planning with Doug Fritz
Mentorship Matters with Sian Davies Cole
Hyper-Personalisation and Efficiency through AI with Alex Gassner
Operations Odyssey with Jennifer Ellis
Navigating the Digital Wave with David Davies
Separation Strategies with Daniel Gornall
How Saturn are Transforming Meeting Notes with Rohit Vaish and Amal Jolly
Money Mindset with Laura Ann Moore
AI Advancements with Mark Whitcroft
Twenty Twenty Fore Planning with Garry Hale
Tomorrow's Guidance with Nitika Vyas
Rewriting The Future with Sonia Rach
Inheriting Tomorrow with Rish Sareen
Dynamic Data with Nicky Sevel
Financial Planning and ADHD with Yeara Rosenthal
Diversity of Thought with Linda Kelland
Building Better Teams with Olivia Maynard
The Power of Community with Laura Blake
Bridging the Wealth Gap with Bimpe Nkontchou
Tech Transformations with Ian Horne