NextGen Planners

About NextGen Planners

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.

Publisher

Plannex

Category

business

Language

en

Explicit

No

First episode

23 Apr 2020

Latest episode

9 Oct 2026

Latest episodes

1 of 309 episodes have a transcript.

1. 

   9 Oct 2026

   Changing Careers into Financial Planning: What the First 18 Months Really Look Like | Oliver Jones

   How do you move into financial planning when you already have an established career? And what happens when the relationship skills come with you, but the technical confidence needs time to catch up? Adam Carolan is joined by Oliver Jones from Five Wealth, who moved into the profession after nine years at Handelsbanken. Ollie talks openly about the decision to leave banking, weighing a lower initial pay package and what it felt like to take part in his first financial-planning client meetings. They also get into studying alongside a new job, setting exam deadlines, learning through real client examples and finding experienced people to learn from. For anyone considering a career change, or helping someone make one, this is a practical look at the transition beyond the job offer. Ollie describes his position at the time of recording. His experience is one route into financial planning, rather than a template for everyone.

2. 

   2 Oct 2026

   Recommended Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson

   What should a financial adviser say when a client asks about Bitcoin? Dan Parkinson, founder of The Bitcoin IFA, joins Adam Carolan to examine what Bitcoin means for UK financial planning. They discuss the difference between Bitcoin and other cryptocurrencies, the changing regulatory environment and the practical limits advisers currently face. The conversation also explores client retention, intergenerational wealth, self-custody, large Bitcoin holdings and what advice firms can do now to prepare. This episode is for educational purposes only and does not constitute financial or investment advice.

3. 

   25 Sept 2026

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

   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

Inside a recent episode

The Future of Wealth with David Jones & Elliott Poole

Published 19 Nov 2021 · Transcript excerpt

[…] I, you know, really, again, this, this idea that, that proper financial planning is something that becomes so broadly accepted, that it would, it actually would be an unusual thing for somebody not to have a financial plan. And, and the, the accessibility of financial planning would, would be broadly available to people at a reasonable cost. And not only that, so that they would, they would actually say, yeah, that's something, something valuable that, that we have. And, because we know that ultimately, what is it that people want? You know, it's peace of mind. And it's that, that they so like, if you look at the amount of anxiety that there is around money, the difficulties with money that people have, the, the corrosive effect that it has on relationships when, when financial things go awry, that so much good could be done by a more broad acceptance of financial planning. […]

Who has been a guest on NextGen Planners

Names identified in recent episode analyses. Showing up to five guests.

• Max Tennant
• Iona Bain
• top notch guests

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

3.5 / 5

4 ratings

Spotify

4.9 / 5

18 ratings

Contact NextGen Planners

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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