Director of Business Development
Meet Stefano Lanci
WMCP®
Builds the relationships that bring the right clients to the right firm. The person making sure Guided Wealth's growth is done the right way.
In the Office
Stefano Lanci owns Guided Wealth's growth. Every referral partner relationship, every COI touchpoint, every qualified prospect in the pipeline - that is his territory.
He came to Guided Wealth early in his career and has spent the last two years building the systems and relationships that will drive the firm from where it is to where it's going. It's the kind of role that requires equal parts hustle and patience - showing up consistently, earning trust in professional circles, and knowing that the right relationships take time to build right.
What sets Stefano apart is that he doesn't approach business development as a numbers game. He approaches it the way Guided Wealth approaches everything: with genuine care for fit. The goal isn't introductions. It's the right introductions - families who will be well served by what this firm does, and who will be with us for the long haul.
He works directly alongside Blake on strategy and COI relationships, and is building toward the Director of Business Development role - the person who will one day own this function entirely and lead the firm's growth at scale.
Behind the Scenes
Credentials & community
Background
- Director of Business Development - Guided Wealth Planning
- COI channel management and referral partner development
- Strategic pipeline development - HNW and UHNW prospects
- Building toward full BD ownership as the firm scales
At Guided Wealth
- Manages every referral partner relationship and COI touchpoint
- Builds and maintains the firm's qualified prospect pipeline
- Works directly with Blake on growth strategy and strategic partnerships