In Part Two, Sam Sloma dives into the niche that shaped Engage FS - advising professional footballers - and why that market runs on trust, discretion, and long-term agent relationships. While athletes make up 25% of the firm, the real growth engine is advising younger business owners exiting for £10m+. We explore how exit planning differs from traditional retirement advice, and why Sam uses financial planning software as a "red flag" tool rather than a forecasting crutch. We also discuss niche positioning, acquisition offers, scaling a UK financial planning firm, percentage vs fixed fees, and Sam's candid views on industry ego and long-term wealth planning.

<description>&lt;p class="p1"&gt;In Part Two, Sam Sloma dives into the niche that shaped Engage FS - advising professional footballers - and why that market runs on trust, discretion, and long-term agent relationships.&lt;/p&gt; &lt;p class="p1"&gt;While athletes make up 25% of the firm, the real growth engine is advising younger business owners exiting for £10m+. We explore how exit planning differs from traditional retirement advice, and why Sam uses financial planning software as a "red flag" tool rather than a forecasting crutch.&lt;/p&gt; &lt;p class="p1"&gt;We also discuss niche positioning, acquisition offers, scaling a UK financial planning firm, percentage vs fixed fees, and Sam's candid views on industry ego and long-term wealth planning.&lt;/p&gt;</description>

The Growth Traps No One Warned Me About with Sam Sloma Part Two

In Part One, Sam Sloma, Managing Director of UK financial planning firm Engage FS, shares his journey from lower-league professional footballer to building a 140-family advice business. We unpack how he launched his IFA firm in 2017 with 25 loyal clients and £180k in first-year revenue, the early operational mistakes that shaped the business, and why he chose - and later questioned - a fixed-fee pricing model. We also explore his annual "Surge" client review system, lessons from his first acquisition, and how he thinks about scaling a financial planning firm without sacrificing lifestyle. A candid conversation on fee models, firm growth, and staying calm under pressure.

<description>&lt;p class="p1"&gt;In Part One, Sam Sloma, Managing Director of UK financial planning firm Engage FS, shares his journey from lower-league professional footballer to building a 140-family advice business.&lt;/p&gt; &lt;p class="p1"&gt;We unpack how he launched his IFA firm in 2017 with 25 loyal clients and £180k in first-year revenue, the early operational mistakes that shaped the business, and why he chose - and later questioned - a fixed-fee pricing model.&lt;/p&gt; &lt;p class="p1"&gt;We also explore his annual "Surge" client review system, lessons from his first acquisition, and how he thinks about scaling a financial planning firm without sacrificing lifestyle.&lt;/p&gt; &lt;p class="p1"&gt;A candid conversation on fee models, firm growth, and staying calm under pressure.&lt;/p&gt;</description>

The Growth Traps No One Warned Me About with Sam Sloma Part One

In this episode of That NextGen Planners Podcast we chatted with Max Tennant. Here we discussed; the power of thoughtful client questions, misconceptions about ESG investments and shifting the advice profession's mindset from "Do Nothing" to "Do Something". Join our community: www.nextgenplanners.co.uk

<description>&lt;p&gt;In this episode of That NextGen Planners Podcast we chatted with Max Tennant. &lt;/p&gt; &lt;p&gt;Here we discussed; the power of thoughtful client questions, misconceptions about ESG investments and shifting the advice profession's mindset from "Do Nothing" to "Do Something". &lt;/p&gt; &lt;p&gt;Join our community: www.nextgenplanners.co.uk&lt;/p&gt;</description>

Your Myths on ESG Portfolios Debunked with Max Tennant

In this episode of That NextGen Planners Podcast we are joined by the brilliant Iona Bain. We discuss misconceptions about Millennials and Gen Z's financial habits, barriers to wealth building, and the impact of social media on young people's financial knowledge. Join our community: www.nextgenplanners.co.uk

<description>&lt;p&gt;In this episode of That NextGen Planners Podcast we are joined by the brilliant Iona Bain. &lt;/p&gt; &lt;p&gt;We discuss misconceptions about Millennials and Gen Z's financial habits, barriers to wealth building, and the impact of social media on young people's financial knowledge.&lt;/p&gt; &lt;p&gt;Join our community: www.nextgenplanners.co.uk&lt;/p&gt;</description>

Money and Millenials with Iona Bain

In this episode of That NextGen Planners Podcast we talk to Ian Dempsey. Here we discuss; harnessing social media, building trust with clients online and the power of personal branding. Join our community: www.nextgenplanners.co.uk

<description>&lt;p&gt;In this episode of That NextGen Planners Podcast we talk to Ian Dempsey. &lt;/p&gt; &lt;p&gt;Here we discuss; harnessing social media, building trust with clients online and the power of personal branding. &lt;/p&gt; &lt;p&gt;Join our community: www.nextgenplanners.co.uk&lt;/p&gt;</description>

TikTok's Surprising Wealth Demographic with Ian Dempsey

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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