Adviser 3.0: The Podcast

Ep 33 - Steven Rowe chats to Abraham Okusanya about how to attract new clients without marketing, the structure of Lucent and his latest investment proposition!

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Abraham has an interesting chat with Steven Rowe, discussing:

  • Steve’s career - how his career started and his role at Lucent Financial Planning
  • What the business currently looks like in terms of the team and AUM
  • Lucent’s ethos and what attracts new clients
  • What the fee structure is at Lucent?
  • What is the difference between flat vs percentage-based fees?
  • Why financial planning tech isn’t meeting the needs of advisers
  • Steve’s investment proposition and why he chose Betafolio (and also its flaws 👀)
  • What does the future look like for Steve and Lucent
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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