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Welcome to this week's financial planner life talent partnership episode with Foster Denovo 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 to bridge 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 makes 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 follow this link. - https://www.fosterdenovo.com/ 0:00 - Introduction to Olivia Crease and Foster Denovo 0:32 - The Role of a Change Manager in Financial Planning 1:18 - Embracing and Managing Change 2:01 - Acquisitions and Integration 2:54 - Challenges in Change Management 3:35 - Collaboration and Influence within the Company 4:53 - The Joy of Working with Diverse Teams 5:53 - Returning to Foster De Novo: The Role of Culture and Values 7:01 - Leadership and Influence: Female Representation in Financial Services 8:13 - The Physical and Social Environment at Foster De Novo 10:37 - Innovative Projects and Future Directions 20:35 - Impact of Generative AI on Business Practices 21:21 - Advice for Aspiring Project Managers 26:36 - Closing Thoughts: The Appeal of Foster Denovo 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: https://recruitukltd.co.uk/fpl-academy/ If you want to discuss partnering with The Financial Planner Life for jobs, advertising, marketing, or academies, please contact [email protected] or 07854778712. Interested in joining Sam at Hoxton Capital? - Contact him about job opportunities or selling your business in the UK, USA, Mainland Europe South Africa, or Australia. [email protected] #financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast