# Rohan Sivajoti
Principales episodios de podcast
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Top podcast episodes featuring rohan sivajoti.
Ep7: How NextGen Planners are supporting a movement of new-age firms
In the next episode of AdviserTech Unplugged, moneyinfo's Sim Sangha speaks with Rohan Sivajoti, Founder of NextGen Planners.
Rohan and Sim chat about how NextGen is supporting a movement of new-age firms to put the client at the centre of the advice process.
Intelligent Adviser Podcast: Episode 22
Our guest on this episode is Rohan Sivajoti. Rohan is one of the movers and shakers in UK financial advice. He founded the financial planning firm Postcard Planning, and is also one of the founders of NextGen Planners — a community for best practice in the profession.
Whether you’re just starting …
Episode 61 - International Listeners, Merch and we have part 2 of our interview Kuldip Bajwa from The London Community Credit Union
Welcome to the Kindness Project, the podcast designed to share stories of kindness and share how kindness can make positive change in our world, one small act at a time.
In this week's episode we talked about International Listeners, Merch and we have part 2 of our interview Kuldip Bajwa from The …
Financial Wellbeing Series – Improving Financial Wellbeing
At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money.
The Initiative for…
The Nick Elston Show - Rohan Sivajoti
Hey everyone and welcome to The Nick Elston Show in partnership with Forging People & sponsored by the wonderful ProfileMe!
Nick Elston (www.nickelston.com) is a leading Inspirational Speaker, Transformational Speaking Coach & Founder of Forging People ‘Transformation Through Speaking’ (www.forgin…
Episode 96 – Interview with Reverend Richard Coles
Episode 96 – Interview with Reverend Richard Coles
The guys sit down with Reverend Richard Coles, a musician, writer, broadcaster and Anglican priest. Exploring his relationship with money, Richard shares his insights and experiences in a candid and thought-provoking interview. Come and enjoy t…
Episode 119 – 7 Tips on Investing for Wellbeing
Episode 119 – 7 Tips on Investing for Wellbeing
It’s taken us a while to get here, but we’re finally tackling that ever-mysterious (and often misunderstood) topic: investment management. But don’t worry—this isn’t a crash course in stock-picking or trying to “beat the market”. As always, we’re …
The Future of Financial Planning | Rohan Sivajoti on Building the Plannex Community (S2,E16)
The Future of Financial Planning | Rohan Sivajoti on Building the Plannex Community
In this episode of Talk FS, Ryan Venner sits down with Rohan Sivajoti, co-founder of Plannex (formerly NextGen Planners), to explore how a small online community grew into one of the most influential networks in th…
Jo Little & Alfie Mullan Part 1: Rebuilding a 3rd-Generation Financial Planning Firm
In this episode of the Plannex Podcast, Adam Carolan & Rohan Sivajoti are joined by Jo and Alfie from Emery Little, a third-generation financial planning firm navigating leadership transition, strategic change, and the power of niche positioning.
Jo, now CEO of the family-founded firm, shares the…
Episode 99 - Doing the work + my interview with Next Gen Planners
Today I chat to Rohan Sivajoti about the last 4 years at Engage & what we're doing with surge meetings for all clients.
There is also wise words from the legend that is Seth Godin - DO THE WORK.
As always please do leave us a rating or review on iTunes. If you have anyone you think would be a goo…
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