Latest / Financial Planner Life Podcast

Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler
In this episode of the Financial Planner Life podcast, we sit down with Joanna Butler, Director of Client Operations at Foster Denovo. Joanna’s 18-year career within the company is a testament to the firm’s culture of innovation, career development, and commitment to diversity.
We explore Joanna’s journey from marketing to operations, how Foster Denovo supports financial planners through a robust operational infrastructure, and the significance of leadership diversity—50% of Foster Denovo’s leadership team is female.
Joanna shares insights into team building, scaling a financial planning…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.