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.

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