The Plannex Podcast
PlannexHosted 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. Fi... more
| Publishes | Weekly | Episodes | 306 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersBusiness | |||
Listen to this Podcast
Latest Episodes
Alan Smith built Capital Partners one client at a time, then reached the point where being involved in everything stopped the firm from growing. In part one, he explains why he handed over almost every client, stepped away from day-to-day advice and ... more
Want to start a business podcast that attracts the right audience and delivers meaningful results?
Charlie Perry, founder of podcast network Astrid, joins Adam Carolan to explain what separates a successful business podcast from another show disappe... more
What happens when the business exit you worked towards finally happens and the money creates a completely new set of problems?
In Part 2, James Ashford gives Adam Carolan an unusually candid account of financial planning from the client’s side. Befor... more
What does it actually take to build a team that sells confidently, protects standards and performs without the founder becoming the bottleneck?
James Ashford, founder of GoProposal, joins Adam Carolan for a characteristically honest conversation abou... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Reviews
- Mr
As a young inspiring paraplanner and ops manager, I've found this podcast to be an interesting, useful and practical resource. Best of luck, look forward to future episodes. Chris Hindle
Apple Podcasts5HindleChris
United Kingdom5 years ago - Invaluable
This podcast is a goldmine for financial advisers. Full of the best practitioners and ideas in FS.
Apple Podcasts5MattPitchUnited Kingdom6 years ago - Life changing
Honestly not sure where I would be without NextGen Planners. This podcast distilled some of the best thought leadership you will ever hear in the financial planning profession, get listening!
Apple Podcasts5danielxmartinUnited Kingdom6 years ago - Great podcast for aspiring financial planners
Excellent podcast for individuals who are interested or work in the financial advisory world. The quality, variety and opinions of guests on the show are great. Keep up the great work guys. Thanks.
Apple Podcasts5Kris SteelUnited Kingdom8 years ago - Best financial planners podcast there is
I’ve listened to Nextgen podcasts now for over a year and I’ve gained the most high quality information relevant to me as a financial planner than anywhere else! A must listen to podcast for any financial professional.
Apple Podcasts5MillscatherineUnited Kingdom8 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #28 | United Kingdom/Business/Careers |
Apple Podcasts | #163 |  Canada/Business/Careers |
Apple Podcasts | #222 | United Kingdom/Business |
Apple Podcasts | #25 |  South Africa/Business/Careers |
Apple Podcasts | #36 |  Ireland/Business/Careers |
Apple Podcasts | #239 |  United Arab Emirates/Business/Careers |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About The Plannex Podcast
Where can I find podcast stats for The Plannex Podcast?
Rephonic provides a wide range of podcast stats for The Plannex Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Plannex Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Plannex Podcast get?
Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for The Plannex Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for The Plannex Podcast?
Rephonic provides comprehensive predictive audience data for The Plannex Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does The Plannex Podcast have?
To see how many followers or subscribers The Plannex Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Plannex Podcast?
These podcasts share a similar audience with The Plannex Podcast:
1. Adviser 3.0: The Podcast
2. TRAP: The Real Adviser Podcast
3. The Meaningful Money Personal Finance Podcast
4. This is Money Podcast
5. Financial Planner Life Podcast
How many episodes of The Plannex Podcast are there?
The Plannex Podcast launched 10 years ago and published 306 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Plannex Podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for The Plannex Podcast?
Rephonic pulls ratings and reviews for The Plannex Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The Plannex Podcast?
Rephonic provides full transcripts for episodes of The Plannex Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.