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 financial planning profession. Adam shares his journey from practising financial adviser to building one of the most forward-thinking finance communities in the UK. We explore the evolution of financial advice, the power of peer learning, the role of tech and AI in wealth management, and how to attract the next generation of advisers. Whether you're a financial professional, podcast listener, or curious about the future of finance, this episode delivers insight, strategy and motivation. 🎧 In this episode, you'll learn: • How Adam built Plannex (formerly NextGen Planners) from scratch • What makes a great financial adviser in 2025 • Why peer collaboration is reshaping financial education • The impact of tech and AI on the advice model • How to grow in a career in business finance and wealth • The underrated skills today’s advisers need to thrive • How purpose-driven leadership drives real change This is a must-listen for anyone tuning into financial adviser podcasts, business-related podcasts, or looking for a financial education podcast that bridges modern thinking with real-world impact. 📩 Join the Zomi Wealth community for more insights, events and tools: http://eepurl.com/i3a6wA 🔗 Stay connected: Website: https://zomiwealth.com/ YouTube: https://www.youtube.com/@ZomiWealth/ Instagram: https://www.instagram.com/zomiwealth/ LinkedIn: https://www.linkedin.com/company/zomi-wealth/ X (Twitter): https://x.com/ZomiWealth/ Facebook: https://www.facebook.com/zomiwealth/ Disclaimer: The content in this podcast is for general information only and should not be considered personal financial advice. Investments carry risk. Please consult a professional adviser for personal guidance.