Episode Details
Back to EpisodesThe Secret to Successful Management in Financial Planning
Description
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 staff
- The importance of strong workplace relationships
- Positive changes managers can make around inclusivity and diversity
Alice also covers a crucial point on how, as an employee, to approach your senior for a conversation around growth opportunities and personal development!
Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
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