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 Plannex Podcast is a business podcast hosted by Plannex, with 289 episodes on record and a Required Pod Score of 80.

Plannex hosts The Plannex Podcast, a business show with 289 episodes published.

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  The Plannex Podcast

  How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 2

  Sep 25, 202645 min

  In Part Two of Adam Carolan’s conversation with Alan Smith, they move from operational growth to marketing, personal branding and client acquisition. Alan explains how content, newsletters, podcasts, referrals and professional partnerships have created a connected marketing ecosystem for his financial planning firm. They also discuss niche positioning, recurring-revenue complacency, succession, recruitment and what Alan would do if he were building an advice firm again today. Listen to Part One first: https://open.spotify.com/episode/7fbIlDDw85FWQWY9nSEyIb?si=a867952ad56a4992

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  The Plannex Podcast

  He Gave Away Every Client to Scale His Financial Advice Firm | Alan Smith Part One

  Sep 18, 202655 min

  Alan Smith built Capital Partners one client at a time, then reached the point where being involved in everything stopped the firm from growing. In part one, he explains why he handed over almost every client, stepped away from day-to-day advice and rebuilt his role around strategy, growth and culture. Alan and Adam also explore client handovers, consistent discovery, premium client experience, hiring the right operations leader and how AI could reshape financial planning and paraplanning. Part two continues with Alan’s marketing strategy and personal brand.

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  The Plannex Podcast

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

  Sep 11, 20261h 1m

  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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  The Plannex Podcast

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

  Sep 4, 202646 min

  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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  The Plannex Podcast

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

  Aug 28, 202645 min

  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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