Ep 2 - Sarah Lord
Adviser 3.0: The Podcast - Un podcast de Abraham Okusanya - Les mercredis
Catégories:
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
