Latest / Financial Planner Life Podcast

Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.