by Plannex
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.
Language
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Publishing Since
4/23/2020
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May 29, 2026
<p>In Part 2, Dominic McLoughney and James Thompson unpack how Becketts is approaching technology, AI, automation, and the future of financial planning.</p><p>The conversation explores the development of Beckett’s Connect, solving the advice gap, integrating AI into the client journey, and why the firms that embrace technology early will have a major advantage over the next decade.</p><p>But despite all the innovation, one thing remains central: human relationships.</p><p>A practical and honest discussion on how modern advice firms can scale smarter without losing what makes financial planning valuable in the first place.</p>
May 22, 2026
<p>In Part 1 with Becketts Financial Services, Dominic McLoughney and James Thompson unpack the journey of building the firm from the ground up. From losing advisers and surviving the early years to scaling through culture, client experience, and strategic hiring.</p><p>The conversation explores the turning points that shaped the business, why growth requires mindset shifts, and how they built a firm focused on exceptional client outcomes rather than sales targets or short-term wins.</p><p>A candid discussion on leadership, ambition, partnerships, and what it really takes to grow a modern advice business.</p>
May 15, 2026
<p>In Part 2, Steve Jordan shares how Five Wealth scaled to £1.2bn without sales targets, lead buying, or aggressive growth tactics. We explore culture, hiring, leadership, succession planning, and what changed after taking external investment. A practical conversation on what it really takes to build and grow a modern financial planning firm. </p>
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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.
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