Episode 02: Sarah Lord

Sarah Lord, CCO at Succession Wealth

You can also listen to the episode on Apple Podcasts & Spotify.

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.

Guest profile

Sarah Lord is Chief Client Officer for Succession Wealth focussed on championing the client, Sarah is responsible for the client and brand strategy.

Sarah has nearly 20 years’ experience in the profession and has held a variety of roles; prior to joining Succession she was a Partner at Mazars, a top 10 UK professional services firm and before that she was a Partner at Killik & Co heading up the Wealth Planning operation in both the UK and the Middle East.

In 2016, Sarah was elected to the Board of the Personal Finance Society and was recently elected the President of the Society.