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The Plannex Podcast · Friday · 37 min

Laura Pearson Part 2: Building a Business That Scales

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 recruitment, building a high-performance culture, and the operational rhythms that keep the business moving. In this episode: Why client experience drives referrals Building a team that can scale with the business The founder bottleneck and knowing when to let go How AI is changing hiring decisions Creating systems that support long-term growth Leadership lessons from scaling Storeton Rose Whether you're building your first advice firm or leading a growing business, this episode is packed with practical insights from someone who's doing it today.

0:00-37:54

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show notes

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 recruitment, building a high-performance culture, and the operational rhythms that keep the business moving.

In this episode:

  • Why client experience drives referrals
  • Building a team that can scale with the business
  • The founder bottleneck and knowing when to let go
  • How AI is changing hiring decisions
  • Creating systems that support long-term growth
  • Leadership lessons from scaling Storeton Rose

Whether you're building your first advice firm or leading a growing business, this episode is packed with practical insights from someone who's doing it today.