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
🇺🇲
Publishing Since
4/23/2020
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July 17, 2026
<p>When Jon Doyle launched Juniper in 2018, he didn't set out to build the fastest-growing financial planning firm.</p><p>He set out to build the right business for his life.</p><p>Starting with £18 million of assets under management and around 40 client families, Jon shares the lessons from growing Juniper to more than £140 million while balancing family life, navigating difficult hiring decisions and building a business with intention.</p><p>In Part 1 we discuss:</p><p>• Why he turned down the opportunity to sell<br>• Starting Juniper with just one administrator<br>• The hiring mistake that slowed growth<br>• Why building around your lifestyle isn't a weakness<br>• Growing from £18m to £140m<br>• Developing advisers from outside financial services</p><p>A refreshingly honest conversation about building a financial planning business on your own terms.</p>
June 29, 2026
<p>What makes a financial planning business valuable?</p><p>And more importantly, what makes it sellable?</p><p>In Part 2, Gaynor Rigby and Vicky go behind the scenes of more than 100 financial planning transactions to explain what buyers are really looking for, why some firms struggle to sell, and how owners can maximise the value of their business.</p><p>We discuss:</p><p>• How financial planning firms are valued • Why profit matters more than revenue • The data every firm should be tracking • Common mistakes sellers make • What buyers really want • Succession planning and exit readiness • Why culture and people can impact value</p><p>Whether you're planning to exit next year or in the next decade, this episode is packed with practical lessons for building a stronger business.</p>
June 19, 2026
<p>From £120m TO £1bn</p><p>After helping grow Equilibrium from £120m to more than £1bn in assets under management, Gaynor Rigby learned a simple truth:</p><p>Most advisers become business owners by accident.</p><p>In this episode, Gaynor and Vicky discuss what it really takes to build a successful financial planning business, from leadership and culture to marketing, systems and growth.</p><p>We discuss:</p><p>• How Equilibrium grew from £120m to £1bn+ </p><p>• Why many advisers accidentally become business owners </p><p>• The importance of data, structure and accountability </p><p>• Building a strong culture as your team grows </p><p>• Why marketing should be a business priority </p><p>• The biggest mistakes firms make when trying to scale</p><p><br></p><p>A practical conversation for advisers and firm owners looking to build a better business, not just a bigger one.</p><p><br></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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