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Welcome to Zomi Wealthcast, your go-to podcast series for in-depth conversations with seasoned finance professionals.
In each episode, we explore emerging trends, innovative technology, and career-building insights within the financial services industry – perfect for aspiring advisers, industry veterans, and anyone curious about the fast-evolving world of finance. Tune in to discover practical tips, expert opinions, and real-world stories that can guide you towards smarter financial choices and greater career success.
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) from scratch
• What makes a great financial adviser in 2025
• Why peer collaboration is reshaping financial education
• The impact of tech and AI on the advice model
• How to grow in a career in business finance and wealth
• The underrated skills today’s advisers need to thrive
• How purpose-driven leadership drives real change
This is a must-listen for anyone tuning into financial adviser podcasts, business-related podcasts, or looking for a financial education podcast that bridges modern thinking with real-world impact.
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Disclaimer: The content in this podcast is for general information only and should not be considered personal financial advice. Investments carry risk. Please consult a professional adviser for personal guidance.
In this episode of Zomi Wealthcast, we’re joined by Adam Carolan, CEO of Plannex (formerly NextGen Planners), a pioneering platform reshaping what it means to be a modern financial adviser. A former adviser himself, Adam has become a driving force in transforming the profession, through education, collaboration, and bold thinking about the future.
We unpack Adam’s personal journey from advising clients to building a community that supports thousands of professionals. He shares the lessons learned from launching Plannex (formerly NextGen Planners), the challenges of leading change in a traditional industry, and the opportunities technology and generational shifts are creating in 2025 and beyond.
Adam also speaks candidly about leadership, attracting young talent, and the mindset advisers need to stay relevant in an age of AI, automation, and evolving client expectations. Whether you’re just starting out or a seasoned pro, this conversation is packed with insight and motivation for navigating the future of finance.
In this episode, we explore Adam Carolan’s journey from financial adviser to founder and CEO of Plannex (formerly NextGen Planners). Topics include how the financial advice industry is evolving, what makes a great adviser in today’s world, and how peer learning and technology can empower professionals at every stage of their career. Adam also shares his leadership philosophy, the importance of purpose-driven work, and his vision for a more inclusive, innovative future in financial services.
Adam Carolan is the CEO of Plannex (formerly NextGen Planners), a UK-based membership community and platform that supports financial advisers through training, events, and innovation. A former adviser turned entrepreneur, Adam has become a leading voice in the modernisation of the profession. With a passion for tech, education and collaboration, he’s helping to build a more inclusive, forward-thinking future for financial services.
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