Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo

Financial Planner Life Podcast

Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen Lovett, COO of Foster Denovo, as she uncovers the power of clear career development frameworks. Learn firsthand why their strategic focus has elevated employee engagement and client satisfaction. Helen also sheds light on Foster Denovo's pioneering use of AI in financial planning and the rave reviews their consumer duty initiatives have received. This is your chance to explore the future of financial planning from a true thought leader.
Striking the right balance between creativity and leadership can be challenging, but Helen shares invaluable strategies that keep innovation alive while ensuring the team remains aligned. Tune in to discover practical advice on managing business-related anxiety and setting effective boundaries. Helen's insights into prioritizing projects using tools like the urgent-important matrix, managing high-energy tasks, and the advantages of working with a personal assistant are game-changers for any leader looking to optimize productivity and maintain focus.
Lastly, Helen emphasizes the critical role of women in financial planning and how flexible working arrangements can make this rewarding career path more accessible. Learn about the exciting advancements in AI and data technologies that are enhancing client services and compliance. Helen's passion for fostering a dynamic workplace and her commitment to business growth shine through, making this episode a must-listen for anyone passionate about leadership, innovation, and the future of the financial planning profession.
To find out more about working for Foster Denovo - Click here

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Chương

1. Importance of Career Development Frameworks (00:00:00)

2. Balancing Creativity and Leadership Responsibilities (00:09:48)

3. Prioritizing Projects and Efficient Client Servicing (00:13:03)

4. Advancements in Data and AI Technologies (00:26:05)

5. Encouraging Women in Financial Planning (00:37:03)

6. Fueling Business Growth With Passion (00:47:09)