PODCAST · business
The Plannex Podcast
by Plannex
Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners.We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff.If you want practical insights on growing a modern advice business, this is for you.Find out more about our Community by searching 'Plannex' on Google.
Episodes
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Recommended Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson
What should a financial adviser say when a client asks about Bitcoin? Dan Parkinson, founder of The Bitcoin IFA, joins Adam Carolan to examine what Bitcoin means for UK financial planning. They discuss the difference between Bitcoin and other cryptocurrencies, the changing regulatory environment...
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How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 2
In Part Two of Adam Carolan’s conversation with Alan Smith, they move from operational growth to marketing, personal branding and client acquisition. Alan explains how content, newsletters, podcasts, referrals and professional partnerships have created a connected marketing ecosystem for his...
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He Gave Away Every Client to Scale His Financial Advice Firm | Alan Smith Part One
Alan Smith built Capital Partners one client at a time, then reached the point where being involved in everything stopped the firm from growing. In part one, he explains why he handed over almost every client, stepped away from day-to-day advice and rebuilt his role around strategy, growth and...
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How to Start a Business Podcast That Wins Clients (Most Get This Wrong) | Charlie Perry
Want to start a business podcast that attracts the right audience and delivers meaningful results? Charlie Perry, founder of podcast network Astrid, joins Adam Carolan to explain what separates a successful business podcast from another show disappearing into the noise. Having built the…
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James Ashford Part 2: Sold My Business. Then Money Became the Problem.
What happens when the business exit you worked towards finally happens and the money creates a completely new set of problems? In Part 2, James Ashford gives Adam Carolan an unusually candid account of financial planning from the client’s side. Before building GoProposal, James describes himself…
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James Ashford Part 1: Great Clients Don’t Exist. You Create Them.
What does it actually take to build a team that sells confidently, protects standards and performs without the founder becoming the bottleneck? James Ashford, founder of GoProposal, joins Adam Carolan for a characteristically honest conversation about ethical selling, client experience, culture…
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Laura Pearson Part 2: Building a Business That Scales
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...
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Laura Pearson Part 1: Building an Advice Firm From Scratch
Building an advice business is one thing. Building one without existing clients, recurring income or previous wealth advice experience is another. In Part 1 of the Plannex Podcast, Laura Pearson shares the journey from corporate mortgage management to launching Storeton Rose from her spare…
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Jon Doyle Part 2: What Won't AI Replace?
AI is dominating conversations across financial planning but what does it actually mean for advice firms? In Part 2 of our conversation with Juniper founder Jon Doyle, we move beyond the hype to explore where technology is genuinely creating value, and where the industry risks getting carried…
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Jon Doyle Part 1: Build It Your Way
When Jon Doyle launched Juniper in 2018, he didn't set out to build the fastest-growing financial planning firm. He set out to build the right business for his life. Starting with £18 million of assets under management and around 40 client families, Jon shares the lessons from growing Juniper to...
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Victoria Hicks and Gaynor Rigby Part 2: What Is Your Firm Really Worth?
What makes a financial planning business valuable? And more importantly, what makes it sellable? In Part 2, Gaynor Rigby and Vicky go behind the scenes of more than 100 financial planning transactions to explain what buyers are really looking for, why some firms struggle to sell, and how owners…
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Victoria Hicks and Gaynor Rigby Part 1: The Business Behind The Advice
From £120m TO £1bn After 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...
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David Carter Part 2: Comfortable or Growth?
After helping build a £700m advice business over nearly two decades, Dave Carter made one of the biggest decisions of his career. He left the firm he helped build to become CEO of Absolute Financial Planning. In Part 2, Dave explains why he took the leap, the vision behind Absolute, and why he...
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David Carter Part 1: The Referral Mindset
In Part 1, Dave Carter joins Adam to share the story behind his rise from a cashier at Bradford & Bingley to becoming Managing Director of a £700m financial planning firm. The conversation covers the pre-RDR world, building a client bank from scratch, generating hundreds of referrals, developing...
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Dominic McLoughney and James Thompson Part 2: AI Won’t Replace You
In Part 2, Dominic McLoughney and James Thompson unpack how Becketts is approaching technology, AI, automation, and the future of financial planning. The conversation explores the development of Beckett’s Connect, solving the advice gap, integrating AI into the client journey, and why the firms...
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Dominic McLoughney and James Thompson Part 1: The Advice Gap
In Part 1 with Becketts Financial Services, Dominic McLoughney and James Thompson unpack the journey of building the firm from the ground up. From losing advisers and surviving the early years to scaling through culture, client experience, and strategic hiring. The conversation explores the…
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Steve Jordan Part 2: No Target, But Still Growth.
In Part 2, Steve Jordan shares how Five Wealth scaled to £1.2bn without sales targets, lead buying, or aggressive growth tactics. We explore culture, hiring, leadership, succession planning, and what changed after taking external investment. A practical conversation on what it really takes to…
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Steve Jordan Part 1: No Clients? Just Go And Find Some
Steve Jordan, co-founder of Five Wealth, shares the reality of starting out as a financial adviser with no clients and no safety net. From early career uncertainty to building relationships through networking and honesty. This episode explores how he developed a client bank from scratch and the...
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Tom Morris & Rich Ellis Part 2: Don't Build a Firm On Your Own
In Part 2 with Tom Morris (Ovation) and Rich Ellis (Ellis Davies), we go deeper into what it really takes to build and run a modern financial planning firm. We explore partnerships, decision-making, and why building a business alone is often overrated. The conversation covers tough moments. From...
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Tom Morris & Rich Ellis Part 1: We Got It Wrong At First
Tom Morris (Ovation) and Rich Ellis (Ellis Davies) share their journeys from accidental entry into financial services to leading their own firms. We explore the reality of early career struggles, what it takes to become a great financial planner beyond technical knowledge, and the transition into...
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Barry Horner & Philippa Hann Part 2: From Suing IFAs to Leading a Top Firm
Philippa Hann, CEO of Paradigm Norton, joins the conversation to share her unconventional journey from lawyer. Spending 20 years suing financial firms to leading one of the UK’s most respected financial planning businesses. Together, they explore what Philippa learned from seeing the industry at...
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Barry Horner Part 1: From Start-up to Employee Ownership
Barry Horner, a Founder of Paradigm Norton, shares the journey of building one of the UK’s most respected financial planning firms. From hand-to-mouth early days to scaling through acquisitions and transitioning to employee ownership. We explore the key decisions that shaped the firm, from...
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Jo Little & Alfie Mullan Part 2: The Leadership Doubts No One Talks About in Financial Planning
In Part Two of our conversation with Jo and Alfie from Emery Little, we go deeper into the realities of leadership, personal growth, and building a modern financial planning firm. Alfie shares his experience with imposter syndrome, explaining how self-doubt can still appear even for confident...
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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...
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The Growth Traps No One Warned Me About with Sam Sloma Part Two
In Part Two, Sam Sloma dives into the niche that shaped Engage FS - advising professional footballers - and why that market runs on trust, discretion, and long-term agent relationships. While athletes make up 25% of the firm, the real growth engine is advising younger business owners exiting for...
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The Growth Traps No One Warned Me About with Sam Sloma Part One
In Part One, Sam Sloma, Managing Director of UK financial planning firm Engage FS, shares his journey from lower-league professional footballer to building a 140-family advice business. We unpack how he launched his IFA firm in 2017 with 25 loyal clients and £180k in first-year revenue, the early...
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Your Myths on ESG Portfolios Debunked with Max Tennant
In this episode of That NextGen Planners Podcast we chatted with Max Tennant. Here we discussed; the power of thoughtful client questions, misconceptions about ESG investments and shifting the advice profession's mindset from "Do Nothing" to "Do Something". Join our community:...
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Money and Millenials with Iona Bain
In this episode of That NextGen Planners Podcast we are joined by the brilliant Iona Bain. We discuss misconceptions about Millennials and Gen Z's financial habits, barriers to wealth building, and the impact of social media on young people's financial knowledge. Join our community:...
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TikTok's Surprising Wealth Demographic with Ian Dempsey
In this episode of That NextGen Planners Podcast we talk to Ian Dempsey. Here we discuss; harnessing social media, building trust with clients online and the power of personal branding. Join our community: www.nextgenplanners.co.uk
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Business Benefits of Inclusion with Charlotte Phillips-Lynn
In this episode of That NextGen Planners Podcast we sit down with Charlotte Phillips-Lynn. We chat about; the importance and impact of diversity, inclusion, and equity in financial services, practical steps firms can take to become more inclusive and why creating genuinely welcoming workplaces...
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State of the Adviser Nation with Steve Nelson
In this episode we chat with Steve Nelson, Insight Director at The Langcat. We discuss the data in the latest Langcat report, what trends are emerging now and what the future for the profession might look like. Join our community: www.nextgenplanners.co.uk
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The 'Secret' about Manifesting with Jon Dunckley
In this episode of That NextGen Planners Podcast we talk to the brilliant Jon Dunckley. We chat about; the importance of curiosity in financial planning, psychology's role in enhancing client relationships and explore the role of neuroscience in manifesting and stress management. Join our...
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Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager
In this episode we are joined by co-founder of Aila Money, Elisabeth Prager. We discussed the gender wealth gap, how education can empower women financially and the role of fintech in supporting traditional financial advice. Join our community: www.nextgenplanners.co.uk
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Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston
In this episode of the NextGen Planners Podcast we chat to Ash Weston, Head of Managed Portfolio Services at 8am Global. Here we chat about the relationship between financial advisers and DFMs, the challenges of data transparency and reporting in the DFM industry and the age old question of…
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95% of advisers are making this pricing mistake with Karl Dines
In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions. In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often...
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Why Taylor Outsources Paraplanning with Hannah Wynick
In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick. We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry. Join our community:...
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Burnout Busters with The Hosts
In the first podcast of 2025 the hosts tackle the topic of burnout and attempt to help you avoid it this year. They discuss; what is burnout, how burnout can happen, and tips for avoiding it. Join our community: www.nextgenplanners.co.uk
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Christmas Special
It's the Christmas Special of That NextGen Planners Podcast. In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom. Join our community: www.nextgenplanners.co.uk
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Strategy and Substance with Nicola Crosbie
In this episode the gang sit down with financial planner Nicola Crosbie. They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters. Join our community: www.nextgenplanners.co.uk
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Not so soft skills with George Kinder
In this episode we are joined by the one and only George Kinder. George joined us virtually to talk about listening, mindfulness and truly connecting with clients. Join our community: www.nextgenplanners.co.uk
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Life By Design with Christian Mather
In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather. Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you. Join our community: www.nextgenplanners.co.uk
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Coaching Conversations with Jo Wall
In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks…
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What not to wear with The Hosts
In this episode of That NextGen Planners Podcast we the hosts chat about dress code. Here we go into detail about whether what you wear as a financial planner matters, how attitudes have changed and our personal feelings on the topic. Join our community: www.nextgenplanners.co.uk
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ESG- Before It Was Cool with Julian Parrott
In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures. Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years. Join our community:...
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Building an evidence-based business with Jonathon Jay
In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth. We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more. Join our...
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Growing a Life Planning Business with Nila Mistry
In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a...
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Building better client experience with Dan Graham
In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham. We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI...
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Scaling Quickly with Sean McDermott and Vicki Langdon
In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning. Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along…
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Do Awards Matter? with Sarah Elson
In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. Join our community: www.nextgenplanners.co.uk
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Meet the Hosts with Taylor Beavis
In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. Join our community: www.nextgenplanners.co.uk
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ABOUT THIS SHOW
Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners.We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff.If you want practical insights on growing a modern advice business, this is for you.Find out more about our Community by searching 'Plannex' on Google.
HOSTED BY
Plannex
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Frequently Asked Questions
How many episodes does The Plannex Podcast have?
The Plannex Podcast currently has 289 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Plannex Podcast about?
Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners.We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation -...
How often does The Plannex Podcast release new episodes?
The Plannex Podcast publishes regularly with 289 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Plannex Podcast?
You can listen to The Plannex Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Plannex Podcast?
The Plannex Podcast is created and hosted by Plannex.
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