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Hosted by Plannex · 🇺🇸 US · EN · 289 episodes
Established thought leaders with verified media credentials.
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.
Plannex hosts The Plannex Podcast, a business show with 289 episodes published.
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 fir
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 c
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
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 a
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 buy
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 an
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,
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, build
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, solvin
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, solvin
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,
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,
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
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
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
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
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 bu
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 bu
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
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 business
Tom Morris
AFL Journalist and cricket broadcaster · University of Notre Dame
2 appearances on this show
Iona Bain
Financial journalist and author · Solo Finance
1 appearance on this show
Ian Dempsey
Ray White Preston
1 appearance on this show
Steve Nelson
Commercial & International Director · LSU Health Sciences Center New Orleans
2 appearances on this show
George Kinder
father of the life planning movement, mindfulness teacher
2 appearances on this show
Sean McDermott
Executive Vice President · Windward Consulting
1 appearance on this show
Jason Pereira
senior partner and financial planner · Woodgate Financial
1 appearance on this show
George Cooper
CIO · Texas New Deal Symposium
1 appearance on this show
John Mason
Scottish Member of Parliament for Glasgow Shettleston · Legendary Entertainment
1 appearance on this show
Gary Stewart
MD · Techstars NYC
1 appearance on this show
Charlotte Kemp
Sleep specialist
1 appearance on this show
Doug Fritz
co-founder and Executive Chairman · F2 Strategy
1 appearance on this show
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The Plannex Podcast is hosted by Plannex. The show is categorised under business (careers) and has published 289 episodes.
The Plannex Podcast has published 289 episodes.
The Plannex Podcast regularly covers business, careers. It sits in the business category, with a careers focus.
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