The Plannex Podcast

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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.

  1. 7 ago

    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 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.

    Laura Pearson Part 2: Building a Business That Scales

  2. 31 lug

    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 bedroom. We discuss: Leaving corporate lifeStarting with no clientsWhy she chose independenceBuilding confidence despite inexperienceThe power of simple marketingGrowing to £180k revenue in year oneA practical conversation for anyone thinking about starting or scaling a financial planning business.

    Laura Pearson Part 1: Building an Advice Firm From Scratch

  3. 24 lug

    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 away. Jon shares how his team has built automations that save time, why he's sceptical of claims that AI can replace the human side of financial planning, and the principles guiding Juniper's investment in technology. We also discuss developing advisers, building scalable systems, and why, even in an AI-driven world, people skills remain the profession's greatest competitive advantage. If you're a financial planning firm owner trying to work out where AI fits into your business, this is a conversation you'll want to hear.

  4. 17 lug

    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 more than £140 million while balancing family life, navigating difficult hiring decisions and building a business with intention. In Part 1 we discuss: • Why he turned down the opportunity to sell • Starting Juniper with just one administrator • The hiring mistake that slowed growth • Why building around your lifestyle isn't a weakness • Growing from £18m to £140m • Developing advisers from outside financial services A refreshingly honest conversation about building a financial planning business on your own terms.

  5. 29 giu

    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 can maximise the value of their business. We discuss: • How financial planning firms are valued • Why profit matters more than revenue • The data every firm should be tracking • Common mistakes sellers make • What buyers really want • Succession planning and exit readiness • Why culture and people can impact value Whether you're planning to exit next year or in the next decade, this episode is packed with practical lessons for building a stronger business.

    Victoria Hicks and Gaynor Rigby Part 2: What Is Your Firm Really Worth?

  6. 19 giu

    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 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 scale A practical conversation for advisers and firm owners looking to build a better business, not just a bigger one.

  7. 12 giu

    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 believes independent financial planning still has a major role to play in the future of the profession. We discuss: Why he left a successful £700m advice firmThe challenge of building a national financial planning businessWhat makes a successful acquisitionThe mistakes consolidators have madeWhy independence still mattersRecruitment, adviser development and the future of adviceThe opportunity Dave sees in the market todayA fascinating conversation about leadership, ambition and building something bigger.

    David Carter Part 2: Comfortable or Growth?

  8. 5 giu

    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 advisers from non-traditional backgrounds, and the lessons learned from nearly two decades in one business. A fascinating look at ambition, opportunity, leadership, and why some of the best advisers don't start in financial services at all.

    David Carter Part 1: The Referral Mindset
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Descrizione

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.

Informazioni

  • Creatore
    Plannex
  • Anni di attività
    2016 - 2026
  • Puntate
    302
  • Classificazione
    Contenuti espliciti
  • Copyright
    © Plannex
  • Sito web del podcast
    The Plannex Podcast

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