Adviser 3.0: The Podcast

Ep 2 - Sarah Lord

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In this episode Abraham and Sarah chat through Sarah’s career and get into the particulars around:
  • Succession and Sarah’s role as Chief Client Officer
  • How Succession is differentiating its business from copy-cat competitors
  • How Sarah sees technology impacting advisers, and the cost of advice
  • Sarah’s priorities as President of the PFS over the next 12 months
  • How we bring on more female leaders and executives
  • How Sarah invests her retirement money…
  • Advice to those starting their career in financial planning today
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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