Taking Ownership: Ross Stevens on Inheriting Clients and Growing Into the Financial Adviser Role

16/07/2025 13 min Temporada 1 Episodio 6
Taking Ownership: Ross Stevens on Inheriting Clients and Growing Into the Financial Adviser Role

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Episode Synopsis

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 lockdownTaking over client relationships with care and patienceMoving from self-employed to employed, and what changed (or didn’t)Building a career that feels like your own businessAdvice for advisers facing the same kind of transition

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