Ep 2 - Sarah Lord
Jan 27, 2021•37 min•Season 1Ep. 2
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Episode description
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
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