Sara Reece

Background

About Sara Reece

I’m an enthusiastic, self-motivated professional with a passion for learning, collaboration, and driving business growth. With a strong background in wealth managment operations and the unique experience of running my own business, I bring both strategic insight and hands-on capability to every role I take on. Currently, I lead Business Development at Succession Wealth, where I’m responsible for identifying and building growth opportunities, managing lead generation initiatives, and cultivating relationships with introducers and professionals. I also oversee our legal panel and coordinate key Succession events to enhance engagement and visibility. In my leadership role, I mentor and support the Business Development team, helping them grow their skills and contribute to our broader goals. Together, we’ve developed a comprehensive training framework designed to meet business needs while empowering team members to become highly effective Development Coordinators and analysts. I thrive on connecting people—whether through events, presentations, office visits, or networking activities—and I’m always looking for new ways to energise teams and generate meaningful leads for the business. Tools I use regularly: IO, Microsoft Office, Excel, Advisor Office/Xplan (Iress), Volume, Finplan, JCS, Outlook, EValue, Power BI, Connect, Smart Search, Experian, and more. Three things I can’t work without: My team, a good cup of coffee, and Excel!