The Growth Traps No One Warned Me About with Sam Sloma Part Two
The Plannex Podcast
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,...
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The Growth Traps No One Warned Me About with Sam Sloma Part One
The Plannex Podcast
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....
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Your Myths on ESG Portfolios Debunked with Max Tennant
The Plannex Podcast
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
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Money and Millenials with Iona Bain
The Plannex Podcast
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
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TikTok’s Surprising Wealth Demographic with Ian Dempsey
The Plannex Podcast
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
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Business Benefits of Inclusion with Charlotte Phillips-Lynn
The Plannex Podcast
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
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State of the Adviser Nation with Steve Nelson
The Plannex Podcast
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
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The 'Secret' about Manifesting with Jon Dunckley
The Plannex Podcast
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
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Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager
The Plannex Podcast
In this episode we are joined by co-founder of Aila Money, Elisabeth Prager. We discussed the gender wealth gap, how education can empower women financially and the role of fintech in supporting traditional financial advice. Join our community: www.nextgenplanners.co.uk
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Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston
The Plannex Podcast
In this episode of the NextGen Planners Podcast we chat to Ash Weston, Head of Managed Portfolio Services at 8am Global. Here we chat about the relationship between financial advisers and DFMs, the challenges of data transparency and reporting in the DFM industry and the age old question of whether a monkey or kangaroo would win in a fight. Join our community: www.nextgenplanners.co.uk
info_outlineIn 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