The Plannex Podcast – Details, episodes & analysis

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The Plannex Podcast

Plannex

Business

Frequency: 1 episode/8d. Total Eps: 305

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.

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Data updated on 17/09/2026

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https://www.nextgenplanners.co.uk/join-our-community
29 shares
https://nextgenplanners.co.uk/join-our-community/
19 shares
https://www.nextgenplanners.co.uk/
13 shares

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Score global : 22%

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How to Start a Business Podcast That Wins Clients (Most Get This Wrong) | Charlie Perry

Friday, September 11, 2026 • Duration 01:01:03

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 podcasting arm of Steven Bartlett’s Social Chain and produced shows that have entertained millions, Charlie shares a practical guide to defining your audience, choosing the right format, booking guests and creating conversations people genuinely want to consume.

They discuss why businesses shouldn’t simply copy The Diary of a CEO, the realities of studio and remote recording, what happens during post-production and how one long-form episode can power an entire content strategy.

Charlie also explains why YouTube has changed podcast discovery, how to approach SEO, titles and thumbnails, and why conversions, trust and audience relevance matter more than vanity metrics.

A practical conversation for financial planners, business owners and marketing teams who want to build a podcast with a clear purpose, not merely chase views.

The Plannex Podcast is proudly sponsored by Iress.

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James Ashford Part 2: Sold My Business. Then Money Became the Problem.

Friday, September 4, 2026 • Duration 46:00

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 as financially fearful, poorly informed and carrying the consequences of a failed business. Financial planning helped align him and his wife around their values, give their business a purpose and turn an unimaginable future into a route they could work towards.
But selling the business changed the game. James went from playing to win to playing not to lose. He explains the fear of moving large sums away from the apparent safety of a bank account, why trusted referrals mattered more than a polished sales message and what advisers need to understand about communicating with entrepreneurial clients.
The conversation also tackles the profession’s most difficult value question. For James, the greatest return has not been a tax wrapper or an investment figure. It has been the change from anxious weekend voice notes to calm, constructive decisions and the peace of knowing somebody capable is in control.
Finally, James and Adam explore AI. James is an enthusiastic user, but he will not give it responsibility for his children’s and grandchildren’s financial future. His challenge to planners is not to resist the technology, but to use it safely so there is more time for the human relationship clients value most.

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James Ashford Part 1: Great Clients Don’t Exist. You Create Them.

Friday, August 28, 2026 • Duration 44:44

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 and letting go.
James explains why clients compare financial planners with Amazon and Uber, not simply with other firms. Why knowledge has little value without implementation. He challenges founders who project their own discomfort withselling onto younger team members and argues that ‘great clients’ are created by the standards set from the very first meeting.

The conversation then turns to building a 12-person team that produced the output buyers expected from a business four times its size. James shares how playbooks, weekly training, radical candour and safe-to-fail experimentscreated freedom rather than bureaucracy. He also reveals the two-poker-chip exercise that finally trained him to stop solving every problem himself.
Expect an unusually direct conversation about sales, delegation, standards and the truths business owners too often avoid.

You don't want to miss this!

Find out more about Plannex: https://plannex.co.uk/

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Laura Pearson Part 2: Building a Business That Scales

Friday, August 7, 2026 • Duration 37:54

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 referrals
Building a team that can scale with the business
The founder bottleneck and knowing when to let go
How AI is changing hiring decisions
Creating systems that support long-term growth
Leadership lessons from scaling Storeton Rose

Whether 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.

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Laura Pearson Part 1: Building an Advice Firm From Scratch

Friday, July 31, 2026 • Duration 42:18

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 life
Starting with no clients
Why she chose independence
Building confidence despite inexperience
The power of simple marketing
Growing to £180k revenue in year one

A practical conversation for anyone thinking about starting or scaling a financial planning business.

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Jon Doyle Part 2: What Won't AI Replace?

Friday, July 24, 2026 • Duration 44:51

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.

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Jon Doyle Part 1: Build It Your Way

Friday, July 17, 2026 • Duration 49:45

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.

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

Monday, June 29, 2026 • Duration 46:23

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.

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Victoria Hicks and Gaynor Rigby Part 1: The Business Behind The Advice

Friday, June 19, 2026 • Duration 51:51

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.

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David Carter Part 2: Comfortable or Growth?

Friday, June 12, 2026 • Duration 52:21

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 firm
The challenge of building a national financial planning business
What makes a successful acquisition
The mistakes consolidators have made
Why independence still matters
Recruitment, adviser development and the future of advice
The opportunity Dave sees in the market today

A fascinating conversation about leadership, ambition and building something bigger.

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The Plannex Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

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The Plannex Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other18

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other18