EPISODE · Aug 7, 2026 · 37 MIN
Laura Pearson Part 2: Building a Business That Scales
from The Plannex Podcast · host Plannex
What does it really take to scale a financial planning firm?In part two of our conversation with Laura Pearson, founder of Storeton Rose, we explore the systems, people and leadership decisions that have fuelled the firm's growth.Laura shares how client experience has become their biggest marketing channel, why hiring the right people matters more than hiring the most experienced, and the challenges every founder faces as a business grows beyond them.We also discuss how AI is changing recruitment, building a high-performance culture, and the operational rhythms that keep the business moving.In this episode:Why client experience drives referralsBuilding a team that can scale with the businessThe founder bottleneck and knowing when to let goHow AI is changing hiring decisionsCreating systems that support long-term growthLeadership lessons from scaling Storeton RoseWhether you're building your first advice firm or leading a growing business, this episode is packed with practical insights from someone who's doing it today.
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Laura Pearson Part 2: Building a Business That Scales
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