Welcome back to the Executives in Wealth Management podcast.

In this episode, Thomas Spencer talks with Caroline Hawkesley, UK Managing Director of Progeny. Caroline shares her story of growing up with an entrepreneurial grandfather, starting her own business, and eventually joining Progeny. She highlights the importance of culture and values in business success and the unique challenges smaller firms face. Caroline also opens up about the emotional aspects of selling a business and the impact on clients and team members. She provides valuable advice on preparing for business transitions and the significance of mentorship and career development.

Tune in for insights on leadership, team building, and the future of wealth management.