Thursday Mar 05, 2026
The Future of Financial Planning | Rohan Sivajoti on Building the Plannex Community (S2,E16)
The Future of Financial Planning | Rohan Sivajoti on Building the Plannex Community
In this episode of Talk FS, Ryan Venner sits down with Rohan Sivajoti, co-founder of Plannex (formerly NextGen Planners), to explore how a small online community grew into one of the most influential networks in the UK financial planning profession.
What began as a simple idea between two advisers looking for better collaboration has evolved into a thriving community of over 2,500 members. Through Plannex, Rohan and his team are helping advisers connect, develop their skills, build better businesses, and raise standards across the profession.
During the conversation, Rohan shares the story behind the creation of NextGen Planners, why the organisation rebranded to Plannex, and how community, collaboration, and continuous learning are shaping the next generation of financial advisers.
Ryan and Rohan also discuss the mindset required to build a successful advice business, the importance of values in career decisions, and why creating the right environment for advisers to learn from one another can have a powerful ripple effect across the entire industry.
Chapters
00:31 – Introduction Rohan Sivajoti on building Plannex
02:00 – The Story Behind NextGen Planners How one disappointing industry event sparked a movement
10:19 – Redefining Financial Services Events Growing the network and redefining financial services events
17:16 – Leaving Financial Advice to Build Plannex The decision to step away from advising
22:04 – The Rebrand From NextGen Planners to Plannex Why the community evolved into a new identity
27:45 – An Exciting Announcement Expanding the community beyond the UK
30:11 – Raising Standards Across Global Financial Advice The opportunity to improve international markets
34:42 – Lessons From Launching 200+ Advice Firms What successful advisers focus on
36:20 – Outro International growth and what's next
Learn more about Plannex:
Connect with Rohan Sivajoti:
🔗 https://www.linkedin.com/in/rohan-s-6010b438/
About Talk FS: Talk FS is a podcast from Premier Jobs UK featuring conversations with leading voices across the financial services profession. Each episode explores insights, trends, and real experiences shaping the future of financial advice.
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