Episode notes
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 finance, this episode delivers insight, strategy and motivation.
🎧 In this episode, you'll learn:
• How Adam built Plannex (formerly NextGen Planners) ...
Keywords
financeFinance PodcastWealthFinance Careersfinance careermoney managementinvestmentinvestment managementpodcastZomi wealth