Adam Carolan Podcasts
Last Updated: Feb 8th, 2022
The 8 Best Adam Carolan Podcasts
1) Adam Carolan meets Financial Life Coach Podcast
Why niche is crucial Why getting to know clients takes time The importance of getting a a client's administration sorted What 4 meetings need to be held with every client every year and what additiona...Show More
2) IA 015: UK with Adam Carolan of Xentum and NextGen Planners
Adam Carolan, Managing Director of Xentum and co-founder of NextGen Planners, is on the show sharing how Xentum transitioned from being a traditional financial planning practice to one that serves nex...Show More
3) Adam Carolan on Nurturing Young Adviser Talent and Engaging Younger Clients - MPAF86
Adam Carolan on Nurturing Young Adviser Talent and Engaging Younger Clients - MPAF86 Some of the perceptions that stop people seeking financial advice also stop them choosing advising as a career. Doe...Show More
4) The Two Grumpy Northerners Reminisce
We gave our lovely members the opportunity to ask us some questions which would be discussed by two of our co-founders Rohan SIvajoti and Adam Carolan in the next NextGen Planners podcast.
5) Science of Compliance Episode 27 NextGen Planners Adam Carolan Director & H/O Strategy
We were delighted to host Adam and gain insight into his journey within the financial planning profession and learn about the great work NextGen planners are up to in supporting professional growth an...Show More
6) Advice Stack Sessions: The Leap of Faith with Laura Pearson
In the fourth episode of our Advice Stack Sessions, Adam Carolan chats with Laura Pearson from Storeton Rose. Here, they discuss Laura's first year of growing a business, what she's enjoyed and the c...Show More
7) Zomi Wealthcast Ep. 4: Reinventing Financial Advice | Adam Carolan on Building Plannex (formerly NextGen Planners)
Welcome to Episode 4 of Zomi Wealthcast, hosted by Jordan Venter. In this episode, we’re joined by Adam Carolan, CEO of Plannex (formerly NextGen Planners), a dynamic platform transforming the financi...Show More
8) Digital Progress on the Provider Side with Anthony Rafferty
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Anthony Rafferty, CEO of Origo. In this conversation they talk all about exciting developments in the fintech space...Show More
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