The Plannex Podcast

Plannex
  • 3.5 (4)
  • CAREERS
  • UPDATED WEEKLY

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. The Growth Traps No One Warned Me About with Sam Sloma Part Two

    3D AGO

    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 £10m+. We explore how exit planning differs from traditional retirement advice, and why Sam uses financial planning software as a "red flag" tool rather than a forecasting crutch. We also discuss niche positioning, acquisition offers, scaling a UK financial planning firm, percentage vs fixed fees, and Sam's candid views on industry ego and long-term wealth planning.

    37 min
  2. The Growth Traps No One Warned Me About with Sam Sloma Part One

    FEB 26

    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 operational mistakes that shaped the business, and why he chose - and later questioned - a fixed-fee pricing model. We also explore his annual "Surge" client review system, lessons from his first acquisition, and how he thinks about scaling a financial planning firm without sacrificing lifestyle. A candid conversation on fee models, firm growth, and staying calm under pressure.

    55 min
  3. Your Myths on ESG Portfolios Debunked with Max Tennant

    06/20/2025

    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: www.nextgenplanners.co.uk

    36 min
  4. Money and Millenials with Iona Bain

    05/30/2025

    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: www.nextgenplanners.co.uk

    45 min
  5. TikTok's Surprising Wealth Demographic with Ian Dempsey

    05/16/2025

    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

    42 min
  6. Business Benefits of Inclusion with Charlotte Phillips-Lynn

    04/28/2025

    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 benefits both individuals and businesses. Join our community: www.nextgenplanners.co.uk

    33 min
  7. State of the Adviser Nation with Steve Nelson

    04/04/2025

    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

    49 min
  8. The 'Secret' about Manifesting with Jon Dunckley

    03/21/2025

    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 community: www.nextgenplanners.co.uk

    40 min
See All (284)

Ratings & Reviews

3.5
out of 5
4 Ratings

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 - 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.

Information

  • Creator
    Plannex
  • Years Active
    2016 - 2026
  • Episodes
    284
  • Rating
    Clean
  • Copyright
    © 2026 Plannex
  • Show Website
    The Plannex Podcast

You Might Also Like