Shows
In The BusinessNiche First. Ship Fast. Rohan (Plannex) on Building Real CommunityRohan (Plannex) breaks down how to win by going tighter, not broader, serving a defined niche (financial planners) and shipping before you overthink. We get into why the best companies start microscopically small, how to turn a community into real world events, and why “just do it” isn’t a slogan, it’s the operating system. If you’re still polishing the plan six months later, this one’s for you.You’ll get:• How Rohan found traction by focusing on one niche and letting it compound naturally.• How to move from zero to...
2025-11-2336 min
The Paraplanners' Assembly PodcastBreaking into paraplanning: 'Who should I work for?'Whether you’re considering a move into paraplanning, just landed your first role or are just curious about the options, one question you might keep wondering about: ‘What kind of organisation should I work for?’Do you choose in-house team or outsourced provider? A small boutique practice or large corporate? Whichever you choose, there will be pros and cons, so how do you decide which is most suitable for you?This Assembly – recorded on 6 August 2025 – lifts the lid on different paraplanning career paths and workplace structures. It’s the second in a series of Assemblies looking at c...
2025-08-0759 min
Zomi WealthcastZomi Wealthcast Ep. 4: Reinventing Financial Advice | Adam Carolan on Building Plannex (formerly NextGen Planners)Welcome to Episode 4 of Zomi Wealthcast, hosted by Jordan Venter. In this episode, we’re joined by Adam Carolan, CEO of Plannex (formerly NextGen Planners), a dynamic platform transforming the financial planning profession. Adam shares his journey from practising financial adviser to building one of the most forward-thinking finance communities in the UK. We explore the evolution of financial advice, the power of peer learning, the role of tech and AI in wealth management, and how to attract the next generation of advisers. Whether you're a financial professional, podcast listener, or curious about the future of...
2025-07-1749 min