The Plannex Podcast

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.

The Growth Traps No One Warned Me About with Sam Sloma Part Two 03/06/2026

The Growth Traps No One Warned Me About with Sam Sloma Part One 02/26/2026

Your Myths on ESG Portfolios Debunked with Max Tennant 06/20/2025

Money and Millenials with Iona Bain 05/30/2025

TikTok’s Surprising Wealth Demographic with Ian Dempsey 05/16/2025

Business Benefits of Inclusion with Charlotte Phillips-Lynn 04/28/2025

State of the Adviser Nation with Steve Nelson 04/04/2025

The 'Secret' about Manifesting with Jon Dunckley 03/21/2025

Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager 03/07/2025

Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston 02/21/2025

95% of advisers are making this pricing mistake with Karl Dines 02/07/2025

Why Taylor Outsources Paraplanning with Hannah Wynick 01/24/2025

Burnout Busters with The Hosts 01/10/2025

Christmas Special 12/20/2024

Strategy and Substance with Nicola Crosbie 12/06/2024

Not so soft skills with George Kinder 11/22/2024

Life By Design with Christian Mather 11/15/2024

Coaching Conversations with Jo Wall 10/25/2024

What not to wear with The Hosts 10/11/2024

ESG- Before It Was Cool with Julian Parrott 09/27/2024

Building an evidence-based business with Jonathon Jay 09/13/2024

Growing a Life Planning Business with Nila Mistry 08/30/2024

Building better client experience with Dan Graham 08/16/2024

Scaling Quickly with Sean McDermott and Vicki Langdon 08/02/2024

Do Awards Matter? with Sarah Elson 07/19/2024

Meet the Hosts with Taylor Beavis 07/05/2024

Meet the Hosts with Clara Metcalfe 07/05/2024

Using Tech Smartly in Financial Planning with Adam Owen 06/26/2024

DFM Dynamics with Peter Clark 06/21/2024

Leveraging AI for Business Success: Insights from AI expert Verena Weber 06/19/2024