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In Part 1 of his conversation with host Glenn Murphy, Stewart Sanderson, CEO at Irwin Mitchell, shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape.
Stewart also discusses the lessons he’s learned from supporting individuals, families, and business owners through different stages of their financial lives, highlighting the balance between technical expertise and genuine human connection. The conversation explores the evolving role of advisers, the influence of technology on client engagement, and how the industry is adapting to meet the expectations of the next generation.
A thoughtful and insightful discussion that opens the door to a deeper exploration of the values shaping modern wealth management.
Hosted on Acast. See acast.com/privacy for more information.
In Part 1 of his conversation with host Glenn Murphy, Stewart Sanderson, CEO at Irwin Mitchell, shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape.
Stewart also discusses the lessons he’s learned from supporting individuals, families, and business owners through different stages of their financial lives, highlighting the balance between technical expertise and genuine human connection. The conversation explores the evolving role of advisers, the influence of technology on client engagement, and how the industry is adapting to meet the expectations of the next generation.
A thoughtful and insightful discussion that opens the door to a deeper exploration of the values shaping modern wealth management.
Hosted on Acast. See acast.com/privacy for more information.