All Episodes
The Plannex Podcast — 289 episodes · page 3 of 3
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