In the latest episode of the Adviser 3.0 podcast, Abraham Okusanya sits down with Sarah Lord, Chief Client Officer at Succession Wealth and President of the Personal Finance Society. With nearly 20 years in the profession, Sarah shares a candid perspective on career growth, innovation in advice, and the strategic direction of the PFS.
Sarah Lord’s journey to leadership
From her early career to her current leadership role at Succession Wealth, Sarah describes a professional path shaped by purpose, people, and progress. As Chief Client Officer, she champions a culture built around advice excellence and consistent client outcomes, aligning strategy with client needs at scale.
How Succession Wealth is setting itself apart
Succession’s differentiator, according to Sarah, lies in its blend of scale and specialisation. With an unwavering focus on development, the firm is evolving how it supports advisers through better systems, training, and investment in people. The goal is a stronger, more consistent client experience across the board.
Technology and the cost of advice
Sarah views technology in financial advice as an enabler, not a replacement. In her view, the future of advice hinges on systems that simplify compliance and reduce costs while enhancing the adviser-client relationship. With pressure mounting to deliver value efficiently, firms that integrate smart tech will lead the pack.
Her 12-month plan as PFS President
As the current President of the Personal Finance Society, Sarah outlines key priorities: promoting diversity, attracting new talent, and elevating professional standards. She calls for continued collaboration across the profession to uphold integrity and ensure financial planning remains a trusted, client-led service.
Words of wisdom for new planners
Sarah offers practical advice for those entering the profession: focus on the client, embrace lifelong learning, and seek out mentors who reflect the values you aspire to. The profession needs passionate, curious planners who are ready to help shape the future.
Tune in to the full episode
Whether you’re a seasoned adviser or new to the industry, this episode of Adviser 3.0 The Podcast offers valuable insights into leadership, innovation, and the changing face of financial planning.
