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Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo

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Manage episode 422966742 series 2901742
Content provided by Sam Oakes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam Oakes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of ensuring smooth transitions for newly acquired companies, highlighting the pivotal role of culture, support, and collaboration in the process. From dealing with diverse personalities to the thrill of integrating various departments, she offers an inside look into the challenges and rewards of change management.
Join us as we celebrate strong female leadership in the financial services industry and explore the vibrant new London office of Foster Denovo. Olivia gives us a peek into strategic projects aimed at bridging the financial advice gap with innovative digital solutions.
We delve into the essential skills required for effective project management and the importance of a supportive, innovative workplace culture.
This episode is packed with insights on how Foster Denovo is making financial planning more accessible, particularly within corporate settings, and why this makes it an exciting avenue for career growth.
Don’t miss this comprehensive discussion that underscores the value of teamwork and continuous improvement in a thriving financial services firm.
To find out more about working for Foster Denovo - click here

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

  continue reading

Chapters

1. Change Management in Financial Planning (00:00:00)

2. Female Leadership and Corporate Innovation (00:09:18)

3. Effective Project Management Skills and Culture (00:22:31)

197 episodes

Artwork
iconShare
 
Manage episode 422966742 series 2901742
Content provided by Sam Oakes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam Oakes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a text

What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of ensuring smooth transitions for newly acquired companies, highlighting the pivotal role of culture, support, and collaboration in the process. From dealing with diverse personalities to the thrill of integrating various departments, she offers an inside look into the challenges and rewards of change management.
Join us as we celebrate strong female leadership in the financial services industry and explore the vibrant new London office of Foster Denovo. Olivia gives us a peek into strategic projects aimed at bridging the financial advice gap with innovative digital solutions.
We delve into the essential skills required for effective project management and the importance of a supportive, innovative workplace culture.
This episode is packed with insights on how Foster Denovo is making financial planning more accessible, particularly within corporate settings, and why this makes it an exciting avenue for career growth.
Don’t miss this comprehensive discussion that underscores the value of teamwork and continuous improvement in a thriving financial services firm.
To find out more about working for Foster Denovo - click here

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

  continue reading

Chapters

1. Change Management in Financial Planning (00:00:00)

2. Female Leadership and Corporate Innovation (00:09:18)

3. Effective Project Management Skills and Culture (00:22:31)

197 episodes

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