Taking Ownership: Ross Stevens on Inheriting Clients and Growing Into the Financial Adviser Role
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Taking Ownership: Ross Stevens on Inheriting Clients and Growing Into the Financial Adviser Role
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このコンテンツについて
In this episode of Foster Denovo Talks, we speak with Ross Stevens, Financial Adviser at Foster Denovo, about what it means to take full ownership of your work.
Ross joined the firm during the pandemic, inheriting a client bank from three retiring Partners. It was a steep learning curve, but one that taught him how to lead with trust, build strong client relationships and develop his own rhythm.
He shares how he moved from a self-employed role to an employed one, and why that shift did not change the way he works. With the right culture and support, Ross explains, being employed still means working with freedom and purpose.
🎧 In this episode:
- What it was like joining Foster Denovo in lockdown
- Taking over client relationships with care and patience
- Moving from self-employed to employed, and what changed (or didn’t)
- Building a career that feels like your own business
- Advice for advisers facing the same kind of transition
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