The Plannex Podcast
PlannexHosted 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. Fi... more
| Publishes | Weekly | Episodes | 286 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessCareers | |||
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Latest Episodes
In Part Two of our conversation with Jo and Alfie from Emery Little, we go deeper into the realities of leadership, personal growth, and building a modern financial planning firm.
Alfie shares his experience with imposter syndrome, explaining how se... more
In this episode of the Plannex Podcast, Adam Carolan & Rohan Sivajoti are joined by Jo and Alfie from Emery Little, a third-generation financial planning firm navigating leadership transition, strategic change, and the power of niche positioning.
J... more
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 ... more
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 cl... more
Key Facts
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Reviews
- Mr
As a young inspiring paraplanner and ops manager, I've found this podcast to be an interesting, useful and practical resource. Best of luck, look forward to future episodes. Chris Hindle
Apple Podcasts5HindleChris
United Kingdom5 years ago - Invaluable
This podcast is a goldmine for financial advisers. Full of the best practitioners and ideas in FS.
Apple Podcasts5MattPitchUnited Kingdom5 years ago - Life changing
Honestly not sure where I would be without NextGen Planners. This podcast distilled some of the best thought leadership you will ever hear in the financial planning profession, get listening!
Apple Podcasts5danielxmartinUnited Kingdom6 years ago - Great podcast for aspiring financial planners
Excellent podcast for individuals who are interested or work in the financial advisory world. The quality, variety and opinions of guests on the show are great. Keep up the great work guys. Thanks.
Apple Podcasts5Kris SteelUnited Kingdom8 years ago - Best financial planners podcast there is
I’ve listened to Nextgen podcasts now for over a year and I’ve gained the most high quality information relevant to me as a financial planner than anywhere else! A must listen to podcast for any financial professional.
Apple Podcasts5MillscatherineUnited Kingdom8 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #57 | United Kingdom/Business/Careers |
Apple Podcasts | #247 |  Singapore/Business/Careers |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to The Plannex Podcast?
These podcasts share a similar audience with The Plannex Podcast:
1. TRAP: The Real Adviser Podcast
2. Making Money
3. The Martin Lewis Podcast
4. The High Performance Podcast
5. Financial Planner Life Podcast
How many episodes of The Plannex Podcast are there?
The Plannex Podcast launched 10 years ago and published 286 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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