The Plannex Podcast

← The Plannex Podcast7 Aug · 38 min

Laura Pearson Part 2: Building a Business That Scales

Laura Pearson Part 2: Building a Business That Scales7 Aug38 min

<p><strong>What does it really take to scale a financial planning firm?</strong></p><p>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&#39;s growth.</p><p>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.</p><p>We also discuss how AI is changing recruitment, building a high-performance culture, and the operational rhythms that keep the business moving.</p><p><strong>In this episode:</strong></p><ul><li>Why client experience drives referrals</li><li>Building a team that can scale with the business</li><li>The founder bottleneck and knowing when to let go</li><li>How AI is changing hiring decisions</li><li>Creating systems that support long-term growth</li><li>Leadership lessons from scaling Storeton Rose</li></ul><p>Whether you&#39;re building your first advice firm or leading a growing business, this episode is packed with practical insights from someone who&#39;s doing it today.</p>