HeyJaredNextGen Planners
Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.Find out more about our…
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 18, 2026
- Audience
- Apple #169 · US
- Earliest in this view
- Jul 17, 2026
Latest episodes
He Gave Away Every Client to Scale His Financial Advice Firm | Alan Smith Part One (opens the original)
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Alan Smith built Capital Partners one client at a time, then reached the point where being involved in everything stopped the firm from growing. In part one, he explains why he handed over almost every client, stepped away from day-to-day advice and rebuilt his role around strategy, growth and culture. Alan and Adam also explore client handovers, consistent discovery, premium client experience, hiring the right operations leader and how AI could reshape financial planning and paraplanning. Part
How to Start a Business Podcast That Wins Clients (Most Get This Wrong) | Charlie Perry (opens the original)
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Want to start a business podcast that attracts the right audience and delivers meaningful results? Charlie Perry, founder of podcast network Astrid, joins Adam Carolan to explain what separates a successful business podcast from another show disappearing into the noise. Having built the podcasting arm of Steven Bartlett’s Social Chain and produced shows that have entertained millions, Charlie shares a practical guide to defining your audience, choosing the right format, booking guests and creati
James Ashford Part 2: Sold My Business. Then Money Became the Problem. (opens the original)
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What happens when the business exit you worked towards finally happens and the money creates a completely new set of problems? In Part 2, James Ashford gives Adam Carolan an unusually candid account of financial planning from the client’s side. Before building GoProposal, James describes himself as financially fearful, poorly informed and carrying the consequences of a failed business. Financial planning helped align him and his wife around their values, give their business a purpose and turn an
James Ashford Part 1: Great Clients Don’t Exist. You Create Them. (opens the original)
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What does it actually take to build a team that sells confidently, protects standards and performs without the founder becoming the bottleneck? James Ashford, founder of GoProposal, joins Adam Carolan for a characteristically honest conversation about ethical selling, client experience, culture and letting go. James explains why clients compare financial planners with Amazon and Uber, not simply with other firms. Why knowledge has little value without implementation. He challenges founders who p
Laura Pearson Part 2: Building a Business That Scales (opens the original)
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What does it really take to scale a financial planning firm? In part two of our conversation with Laura Pearson, founder of Storeton Rose, we explore the systems, people and leadership decisions that have fuelled the firm's growth. Laura shares how client experience has become their biggest marketing channel, why hiring the right people matters more than hiring the most experienced, and the challenges every founder faces as a business grows beyond them. We also discuss how AI is changing recruit
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Audience
Apple #169 · US
Measured Sep 19, 2026
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