@the_plannex_podcastThe Plannex Podcast
The Plannex Podcast is the go-to podcast for UK financial planners, IFAs, and financial advice firm owners who want to grow — professionally and commercially. Hosted by Adam Carolan, each episode features honest conversations with experienced financial planners, firm founders, paraplanners, and industry leaders about what it really takes to build a successf…
Episodes
40
Nov 6, 2026
Why Financial Planning Academies Are Failing 75% of New Advisers | Rob Atherton Part 2
How do you build a financial planning academy that actually works? And why are most firms still getting the talent pathway wrong? Rob Atherton returns for part two to unpack what it really takes to d…
Oct 30, 2026
From UK Financial Planning to Malaysia: What International Advice Really Looks Like | Rob Atherton
Building a financial planning career overseas brings a different set of challenges to setting up in the UK. What does it take to transition from British financial planning into the cross-border space…
Oct 16, 2026
Starting a Financial Planning Firm After 20 Years in Fund Management | Stewart Heggie
Starting a financial planning firm after a long career in fund management brings a different set of decisions. How do you choose the right support, build a clear proposition and prepare for the work…
Oct 9, 2026
Changing Careers into Financial Planning: What the First 18 Months Really Look Like | Oliver Jones
Changing careers into financial planning can mean learning a new profession while studying for exams and rethinking your pay. What does that look like when you already have years of experience in ban…
Oct 2, 2026
Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson Bitcoin IFA
Bitcoin ownership is growing, but many financial advice firms still avoid the conversation. Dan Parkinson, founder of The Bitcoin IFA, joins Adam Carolan to explain why ignoring Bitcoin could eventua…
Sep 25, 2026
How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 2
How do you intentionally grow a financial advice firm without becoming dependent on paid leads or constant prospecting? In Part Two, Alan Smith explains how personal branding, content marketing, clie…
Sep 18, 2026
He Gave Away Every Client to Scale His Financial Advice Firm | Alan Smith Part One
Why do financial advice firms stop growing even when everyone is busy? Alan Smith, founder of Capital Partners and co-host of TRAP, explains why he handed over almost every client, escaped the founde…
Sep 11, 2026
How to Start a Business Podcast That Wins Clients (Most Get This Wrong) | Charlie Perry
How do you start a business podcast that builds trust, attracts clients and gets discovered on YouTube? Charlie Perry, founder of podcast network Astrid, joins Adam Carolan to share the podcast strat…
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