The Plannex Podcast - Plannex

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https://www.nextgenplanners.co.uk/join-our-community
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The Growth Traps No One Warned Me About with Sam Sloma Part Two

vendredi 6 mars 2026 • Durée 36:42

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.

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

jeudi 26 février 2026 • Durée 55:24

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.

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95% of advisers are making this pricing mistake with Karl Dines

vendredi 7 février 2025 • Durée 46:04

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 underestimate their costs of service delivery and the challenges of pricing models.

Join our community: www.nextgenplanners.co.uk

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The Future of Advice Tech with Ruth Handcock

vendredi 17 mars 2023 • Durée 49:36

In this episode, Dan chats with Ruth Handcock from Octopus Group.

Here, they chat about the future of technology in financial planning, the future of sustainable investing, how we can make a dent in the advice gap and much more!

Join our community: www.nextgenplanners.co.uk.

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Understanding Crypto with Gavin Brown & Matthew Buck

vendredi 24 février 2023 • Durée 01:01:19

In this episode, Dan chats with Gavin Brown from The University of Liverpool and Matthew Buck from Winterbar Associates.

Here, they have a balanced discussion on the future of Cryptocurrency in the Financial Planning Profession, the future of blockchain, a teaser about a new Cryptocurrency fund, and much more!

Join our community: www.nextgenplanners.co.uk

DISCLAIMER: None of the opinions or views stated on this episode should be viewed as a personal recommendation. Any personal recommendations should also be provided by a regulated financial adviser.

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Powerful Discovery Meetings with Lauren Stansell

vendredi 17 février 2023 • Durée 55:27

In this episode, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US.

Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more!

Join our community: www.nextgenplanners.co.uk/community.

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Building Super Culture with Dominika Sieradzka-MacCuirc

vendredi 10 février 2023 • Durée 01:05:50

In this episode, Dan chats with Dominika Sieradzka-MacCuirc from RIE Solutions.

Here, they discuss the power of culture in a financial planning business, how to create one, and the rise of practice managers in our profession.

Join our community: www.nextgenplanners.co.uk.

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Inside the Mind of Younger Clients with Yesenia Realejo

vendredi 3 février 2023 • Durée 52:50

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida.

Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation.

Join our community: https://bit.ly/3ZWtVMV

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Advice Stack Sessions: The Leap of Faith with Laura Pearson

vendredi 27 janvier 2023 • Durée 27:05

In the fourth episode of our Advice Stack Sessions, Adam Carolan chats with Laura Pearson from Storeton Rose.

Here, they discuss Laura's first year of growing a business, what she's enjoyed and the challenges she's faced, and much more!

Find out more about Advice Stack: https://bit.ly/3WQ5oaf

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Advice Stack Sessions: Lessons from a Business Owner with Hiren Panchal

vendredi 20 janvier 2023 • Durée 32:18

In the third of our Advice Stack Sessions, Adam Carolan chats with Hiren Panchal from Wensons.

Here, they discuss Hiren's journey towards being a business owner, the lessons he learned whilst launching his financial planning business and how people have helped him on the way.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf

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