Skip to content
Episode details

Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with Ben about what’s changed and developed in his practice over the last fourteen years, and the steps he’s taken to future-proof the business.

Steve Nielsen LinkedIn
Ascent Wealth Management Website

For more information on Perpetual, reach out to our team or follow us on LinkedIn

Join the XY platform:
App Store
Google Play
Desktop



You can get a transcript of this podcast here

The latest