NextGen Planners

Author: 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.
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Language: en

Genres: Business, Careers

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David Carter Part 2: Comfortable or Growth?
Friday, 12 June, 2026

After helping build a £700m advice business over nearly two decades, Dave Carter made one of the biggest decisions of his career.He left the firm he helped build to become CEO of Absolute Financial Planning.In Part 2, Dave explains why he took the leap, the vision behind Absolute, and why he believes independent financial planning still has a major role to play in the future of the profession.We discuss:Why he left a successful £700m advice firmThe challenge of building a national financial planning businessWhat makes a successful acquisitionThe mistakes consolidators have madeWhy independence still mattersRecruitment, adviser development and the future of adviceThe opportunity Dave sees in the market todayA fascinating conversation about leadership, ambition and building something bigger.