Plannex

The Plannex Podcast is a business podcast hosted by Plannex. It has 288 episodes, with the latest published April 2026.

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.

business ·en ·288 episodes