EPISODE · Jun 19, 2026 · 51 MIN
The Business Behind The Advice
from The Plannex Podcast · host Plannex
From £120m TO £1bnAfter helping grow Equilibrium from £120m to more than £1bn in assets under management, Gaynor Rigby learned a simple truth:Most advisers become business owners by accident.In this episode, Gaynor and Vicky discuss what it really takes to build a successful financial planning business, from leadership and culture to marketing, systems and growth.We discuss:• How Equilibrium grew from £120m to £1bn+ • Why many advisers accidentally become business owners • The importance of data, structure and accountability • Building a strong culture as your team grows • Why marketing should be a business priority • The biggest mistakes firms make when trying to scaleA practical conversation for advisers and firm owners looking to build a better business, not just a bigger one.
What this episode covers
From £120m TO £1bnAfter helping grow Equilibrium from £120m to more than £1bn in assets under management, Gaynor Rigby learned a simple truth:Most advisers become business owners by accident.In this episode, Gaynor and Vicky discuss what it really takes to build a successful financial planning business, from leadership and culture to marketing, systems and growth.We discuss:• How Equilibrium grew from £120m to £1bn+ • Why many advisers accidentally become business owners • The importance of data, structure and accountability • Building a strong culture as your team grows • Why marketing should be a business priority • The biggest mistakes firms make when trying to scaleA practical conversation for advisers and firm owners looking to build a better business, not just a bigger one.
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The Business Behind The Advice
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