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The Secret to Successful Management in Financial Planning
On this week’s episode we have Alice Lording, Partner and Head of Wealth operations at Saltus, presented by Elena Stephenson. Alice is an award nominated manager in the Financial Planning World and has an abundance of insight into how to effectively manage people, improve productivity and form better relationships with your team.
In this episode we discuss Alice’s career journey, why she aligned well with managing a team, as well as many of the aspects that go into becoming a strong manager including:
Putting yourself in the shoes of those in your team
Having difficult conversations with your…
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