Zomi Wealthcast
Zomi Wealthcast
Podcast Description
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.
Podcast Insights
Content Themes
The podcast explores emerging trends, innovative technology, and career-building insights in the financial services sector. Topics include career pathways in wealth management, regulatory changes affecting the industry, the impact of AI on finance, and strategies for attracting top talent in a competitive market, with episodes featuring insights from industry leaders.
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.
📩 Join the Zomi Wealth community for more insights, events and tools: http://eepurl.com/i3a6wA
🔗 Stay connected:
Website: https://zomiwealth.com/
YouTube: https://www.youtube.com/@ZomiWealth/
Instagram: https://www.instagram.com/zomiwealth/
LinkedIn: https://www.linkedin.com/company/zomi-wealth/
X (Twitter): https://x.com/ZomiWealth/
Facebook: https://www.facebook.com/zomiwealth/
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.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.