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.