8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman

Financial Planner Life Podcast

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Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo.
Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, structured career development, and the undeniable importance of financial education in today's digital age. Josie's narrative invites us to consider the infinite possibilities that await in the financial planning sector for those with the drive to succeed.
This episode unpacks the realities of growing within the financial planning industry, offering listeners a front-row seat to Josie's progression from administrative beginnings to a commanding practice manager role. Her experiences shed light on the dual art of cultivating technical know-how alongside essential relationship-building techniques, proving that success in this field hinges on juggling both with grace. Josie's insights into professional trajectories will resonate with anyone looking to carve out their own path in this dynamic space.
Listen in as we navigate the nuances of supporting advisors and clients, the strategic importance of personal development plans, and the delicate balance required in management roles. Josie's candid reflections on the rise through the ranks of financial planning not only offer guidance but also celebrate the personal satisfaction that accompanies each new career milestone. Her story is a beacon for ambitious individuals, illuminating the diverse pathways to achievement in the financial planning profession.

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פרקים

1. Career Progression in Financial Planning (00:00:00)

2. Career Progression in Financial Planning (00:06:03)

3. Progression Through Financial Planning Roles (00:14:55)

4. Supporting Financial Planners (00:23:46)

5. Career Progression and Mentorship in Management (00:27:32)

6. Balancing Growth and Qualifications in Management (00:39:45)

7. Career Progression and Development in Finance (00:43:53)

8. Career Journey in Financial Planning (00:56:20)