Client Services Manager
Steven is the CSM for the Infocus licensees, collectively called Infocus B2B. He is a subject-matter expert for Platformplus, an application used exclusively by Infocus Securities. He manages his team well, making sure that they feel supported all the time which then translates to good client experience.
He started as a Financial Planning Assistant in 2018 under Infocus Advisory. He had built a good rapport with his clients which led to him being nominated as Admin of the Year during the 2019 VBP Talents and Awards Night. He believes that the key to success for an FPA is to build lasting relationships with the clients and with peers.