Abraham has an interesting chat with Steven Rowe, discussing:
- Steve’s career - how his career started and his role at Lucent Financial Planning
- What the business currently looks like in terms of the team and AUM
- Lucent’s ethos and what attracts new clients
- What the fee structure is at Lucent?
- What is the difference between flat vs percentage-based fees?
- Why financial planning tech isn’t meeting the needs of advisers
- Steve’s investment proposition and why he chose Betafolio (and also its flaws 👀)
- What does the future look like for Steve and Lucent
Adviser 3.0: The Podcast