Welcome back to Executives in Wealth Management podcast.
In this episode, your host, Thomas Spencer, spoke to Steven Rowe, the Director & IFA at Lucent Financial Planning, about the importance of personal connections in the wealth management industry.
Steve also shared his own story of getting into the industry, before explaining why understanding and supporting people is at the heart of a successful wealth management process.
Listen along to find out more about people-centric wealth management.
Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.