The Plannex Podcast – Details, episodes & analysis
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See all- https://www.samaritans.org/
1381 shares
- https://www.internationalwomensday.com/
110 shares
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See allScore global : 38%
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The Growth Traps No One Warned Me About with Sam Sloma Part One
Season 1 · Episode 1
jeudi 26 février 2026 • Duration 55:25
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.
Your Myths on ESG Portfolios Debunked with Max Tennant
vendredi 20 juin 2025 • Duration 35:40
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
Why Taylor Outsources Paraplanning with Hannah Wynick
vendredi 24 janvier 2025 • Duration 37:32
In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick.
We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry.
Join our community: www.nextgenplanners.co.uk
Understanding Crypto with Gavin Brown & Matthew Buck
vendredi 24 février 2023 • Duration 01:01:20
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.
Powerful Discovery Meetings with Lauren Stansell
vendredi 17 février 2023 • Duration 55:28
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.
Building Super Culture with Dominika Sieradzka-MacCuirc
vendredi 10 février 2023 • Duration 01:05:51
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.
Inside the Mind of Younger Clients with Yesenia Realejo
vendredi 3 février 2023 • Duration 52:51
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
Advice Stack Sessions: The Leap of Faith with Laura Pearson
vendredi 27 janvier 2023 • Duration 27:06
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
Advice Stack Sessions: Lessons from a Business Owner with Hiren Panchal
vendredi 20 janvier 2023 • Duration 32:19
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
Advice Stack Sessions: Launching a Financial Planning Business with Dale & John
vendredi 13 janvier 2023 • Duration 36:56
In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning.
Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.
Find out more about Advice Stack: https://bit.ly/3WQ5oaf
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