All Episodes
The Plannex Podcast — 302 episodes
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
Solving the Challenges of Career Transition with Sam Oakes
The Empathy Edge with Keith Boyes
Planning with Purpose with Anthony West
The Impact of Storytelling with Charlie French
From Buyouts to Breakthroughs with James Thompson
Creating Ambassadors for Your Brand with Diana Cabrices
Wading Through The Sludge with Dr Moira Somers
Responsible Returns with Marc Hendriks
Why We Need a New Approach to Money with Chris Budd
This Time It's Personal (Branding) with Isobel Cowell
Platforms, Performance and Future Prospects with Adam Prestwood
From Planning To Programming with Gurdit Singh
Financial Foundations with Sarah Marks
Cognitive Currency with Dr Kristy Archuleta
The Art of Adulting with Ola Majekodunmi
Shifting the Conversation with Ross Marino
Trying Not To Be Tanks with Dr Mary Bell Carlson
The Sustainability Spectrum with Lesley Li
Goals Change, Values Don't with Santiago Burridge
Being Authentic with Lisa Conway-Hughes
Putting People in Planning with Brendan Frazier
Women & Wealth: A Different Approach with Mary Waring
Life by Design with Warren Shute
The Power of Voice with Emily Binder
The Future of Advice Tech with Ruth Handcock
Understanding Crypto with Gavin Brown & Matthew Buck
Powerful Discovery Meetings with Lauren Stansell
Building Super Culture with Dominika Sieradzka-MacCuirc
Inside the Mind of Younger Clients with Yesenia Realejo
Advice Stack Sessions: The Leap of Faith with Laura Pearson
Advice Stack Sessions: Lessons from a Business Owner with Hiren Panchal
Advice Stack Sessions: Launching a Financial Planning Business with Dale & John
Advice Stack Sessions: How to Fail Well with Jon Doyle
The Power of Anti-Goals with Dan Haylett
Financial Planning During Tough Times with Charlie Parker
FinTok: How Financial Planners can use TikTok with Alex Stedman
Building 'Soft Skills' with Paul Taylor
The Core of a Great Business with Kye Harris
The Emotions of Financial Planning with Dennis Harhalakis
The Future Of Paraplanning with Danielle Pearce
How to Have Better Client Meetings with Becca Timmins
Cash is Back with Emma Black
Rise of The Intrapreneur with Ryan May
Making Money Positive with Jacqueline Schadeck
Using Social Media to Get Clients with Thomas Kopelman
Advice On Demand with Brian Byrnes
Inclusive Finance with Charlotte Phillips-Lynn
Modern Financial Planning with Bob Veres
The Mindset of High-Net-Worth Clients with Nancy Reid
Hybrid Financial Advice with Rob & Caroline from Ammonite
Fitting Fitness Into Your Busy Life with Andrew Marsham
Financial Capability for Everyone with Natalia Coe
Designing Financial Services for Humans with Phil Courtenay
How Engaging with Investments Can Change The World with Florrie Holloway
Financial Planning for the Stigmatized with Lindsey Swanson
How to Make Suitability Reports Fun with Karen Malin
Serving The Under-Served with Natalie Taylor
Using Exercise as a Work Tool with Elizabeth Webb
Bridging The Advice Gap with Jenny Madhoo
The Best Ways to Pass Exams with Chanelle Pattinson
How to Live in the Moment with Shaun Doherty
A New Type of Green Investing with Yan Swiderski
Building a Sustainable Financial Planning Proposal with Damien Lardoux & Louisiana Salge
Presenting Financial Plans is Over with H. Adam Holt
Simple Financial Planning with Ray Adams
It's Not All Suits & Ties with Graham Taylor
How Financial Planners can educate the world with Alexia & Margot
Entrepreneurship in financial planning with Olly Betts
How Financial Planners can close the Education Gap with Bryce Clark
How to Study Actively for Financial Planning Exams with Alex Langhorn
The Future of Wealth with David Jones & Elliott Poole
The Best Financial Planning Question with George Kinder
Workplaces are the new classrooms with Stacey McKinnon
Forging Female Leaders with Kim Potgieter
Planning Lives Properly with Kris Amliwala
Embracing your Worth with Lauryn Williams
Ignoring the Noise with Taylor Beavis
The Future of Responsible Investing with Clem Chatelin
Building a Financially-Literate World with Will Steiner
Technology & The Advice Gap with Dan Marsh & James Priday
Money Relationships with Fairien Azeem
Building Strong Business Values with Keith and John from Clarion
Creating Stronger Client Relationships with Amy Mullen
The Power of Analogies with Carol Lenzi
Breaking Down Stigmas with Steve Nelson
Responsible Investing with Kate Capocci
How to Stand Out with Robert Sofia
Launching a Virtual Business with Danika Waddell
Why Word of Mouth Matters with Rizanne Oosthuisen
The Importance of Silence with Scott Frank
Understanding Your Client's Style with Lisa Perry
Building Tomorrow's Business with Penny Phillips
How to Become a Confidante with Nicola Beswick
Making Financial Advice Easy with Russell Ho
Why I Went Niche with Lottie Kent
Launching A Coaching Project with Joe Froud
Articulating The Value You Add with Arnaud Malherbe
How to Prevent Burnout with Nick Elston
Creating a Mentally Healthy Team with Camilla Rogers
The Different Hats with Keith Boyes
The Journey to Employee Ownership with Tom Morris
The Big Picture with Rebecca Andrew
Lessons from Launch with Jess Brady
Why You Need a Business Plan with Rich Ellis
Successful Succession with Lisa Johnstone
Women in Finance with Sam Secomb
Blast Off Series: Knowing your Why Ben Baldwin
Finding the Right Support Network with Jo Little
Integrating Adviser Technology with Rich Weatherburn
Being a Young Entrepreneur with Dasarte Yarnway
How to Streamline Your Process with Stuart Mangion
Open Banking with Christian Burgin
Being Yourself with Kunle Olafare
How to Beat the Scroll ™ with Chloë Clover
Shout About the Good Stuff with Francois du Toit
Surge Meetings with Sam Sloma
How to Cast Your Own Silhouette with Andrew Lane
Why Allyship Matters with Olivia Parnell
The Psychology Behind Retiring with Pauline Johnson-Zielonka
Helping People Make Better Decisions with George Agan
Finding the Scoops with Laura Purkess
How to Engage the Next Generation with Chloe Moran
Louis Van Der Merwe
Impressing the Next Generation with Ali Marchand of Impresm
Innovation in Financial Planning with Kate Holmes
Concierge Services with Katie Moss
Being a Virtual Adviser with Derek Notman
Being a business owner and making mistakes with Roger Kennedy
Financial Planning in Dubai with Stuart Ritchie
Evidence-Based Investing with Mark Northway from Sparrows Capital
#NEXTGEN20 Special with The Two Excited Northerners
Charging what you're worth with Vanessa Ugatti
Leadership and Learning with Steve Martin
Mark Mersman with his views on marketing your advice firm
Fees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam Sloma
Tony Bates on Recruitment and Diversity
The Two Grumpy Northerners Reminisce
Andrew Swan on legal dealings with the FCA (as a career)
Martin Mellor on the transition from the corporate world to running your own firm
Rob Stevenson on positioning yourself as a future owner of a financial planning business
Phillip Calvert on how to use tried and tested techniques to drive referrals to your financial planning business
Marianne Page on building systems, processes and culture within your firm
Catherine Morgan on how she turned her financial advice career into her passion
Jose Supico from Advicefront on how technology in UK financial planning is lagging and what we will see in the near future
Stephen Jones on leadership, culture and building a true financial planning firm to scale
Steve Cockram on Next Generation leadership and working environments
Nick Cann on the rise of the IFP and financial planning
Caleb Brown on recruitment and careers in financial planning
Tony Taylor on coaching at the highest level
Natalie Wright details her journey to become Chartered Financial Planner of the Year 2018
Lauren Janus on how to bring philanthropy into your financial planning discussions
Creating a financial planning business for the future with Daniel Priestley
Paul Hogarth on a career in Financial Services and looking to the future
Steph Hayter from The Money Charity on the educating the younger generation
Andy Hart on how he uses his brands to reach different audiences about financial planning
Alfie and Jo on starting a firm within a firm specialising in tech entrepreneurs
Cathi Harrison on graduate recruitment and outsourced paraplanning
Paul Resnik on a global and forward looking perspective of Financial Planning
Rich Ellis and Nick Davies on how they brought different skills to their new FP business
Sam Sloma on lessons from the first year of his FP firm
Chris Budd on Employee Ownership, the new model for Succession Planning
Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms
Emma Houlton on mastering the Art of Podcast
Ronald Sier on being a smart financial planner
Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients
David Ferguson on supporting the growth of financial planning with technology 21/02/2018
Brett Davidson on the opportunity for the future of financial planning
Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)
Brian Hill on his 90 day plan and being a career changer financial planner
Dr Sarah Stanley Fallaw on behavioural change, coaching and Financial Planning
Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care
Russell Kroeger on working with young professionals and policy based financial planning
Gavin Francis on why the Next Generation need to be aware of Social Impact Investing
Steve Crawford on building a Financial Planning business for Gen XY in Australia
Abraham Okusanya on where he thinks financial planning will go from his unique perspective
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
Russ Haworth on building building a content marketing strategy within an established FP firm
Anthony Villis on building a large lifestyle planning practice
Paul Armson on a bright future for Financial Planning IF we step away from the Industry
Don Whalen, co-founder of Precise FP on using technology to gather data
John Ruhlin on how to use gifting to leverage relationships
April Rudin on attracting the Next Generation of Clients
Alan Smith on completely altering the course of his FP business
What Adam discusses with Ruth: Her background and how she founded Red House Why she decided to setup her own firm The journey from employee to business owner How they formed a culture at Red House including bringing on next generation talent What advice
Richard Allum on the Rise of Outsourced Paraplanning
Chris Marr on why Content Marketing is integral to your business strategy
Simonne Gnessen on her journey to money coaching
Brad Johnson discusses what he sees in the top performing advisers
Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US
Mark Polson on Platforms Present & Future
John Dashfield on having the right mindset to build client trust
Ellie MacDonald on PR Tips and Tricks for Financial Planners
Carl Richards on bringing entrepreneurial spirit into Financial Planning
Chris Davies on using behavioural finance insights to engage with clients and prospects
Steve Martin on his financial planning journey
Dominic Colenso on how an Ex Thunderbird became a communications expert
Bridget Greenwood on how to get results from social media
Gareth Thompson on how to build an awesome financial planning website
Jason Butler on building a financial planning firm and selling it to his team
Jess Wood on both sides of the financial planning recruitment dilemma
Pete Matthew on building a financial planning business both online and offline
Jan Bowen-Nielsen on using coaching to win the Trust of Clients
Phil Bray on how to build your online presence and attract clients
Chris Budd on building his financial planning business
Gavin Bell on using Facebook Ads to reach your potential customers
Martin Bamford on how he created a personal brand in a family firm