Ep 33 - Steven Rowe chats to Abraham Okusanya about how to attract new clients without marketing, the structure of Lucent and his latest investment proposition!
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