Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler

In this episode of the Financial Planner Life podcast, we sit down with Joanna Butler, Director of Client Operations at Foster Denovo. Joanna’s 18-year career within the company is a testament to the firm’s culture of innovation, career development, and commitment to diversity.We explore Joanna’s journey from marketing to operations, how Foster Denovo supports financial planners through a robust operational infrastructure, and the significance of leadership diversity—50% of Foster Denovo’s leadership team is female.Joanna shares insights into team building, scaling a financial planning business, and the importance of investing in talent. She also discusses the impact of Crestline’s recent investment in Foster Denovo and how the company is positioning itself for future growth.For anyone interested in the operational side of financial planning firms, career growth, or the future of the industry, this is a must-listen episode.Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Want to appear on the Financial Planner Life podcast? Reach out to [email protected] out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.