• Louise Fish - Finura

  • 2024/06/24
  • 再生時間: 45 分
  • ポッドキャスト

  • サマリー

  • This week on The Financial Planning Podcast, host Lewis Byford sits down with Louise Fish, the Operations Director at Finura. With over 25 years of experience in the financial services industry, Louise shares her invaluable insights on maintaining a client-centric approach, fostering a supportive team environment, and driving business growth. Tune in to uncover Louise’s top strategies for success and learn how she balances her professional life with her personal passions.

    About Louise Fish:

    Louise Fish is the Operations Director at Finura, where her mission is to ensure clients remain at the core of every decision, change, and efficiency. With a career that started in 1995 as a Financial Planner for a global bank, Louise has held executive roles within large asset management sales teams and operations functions. At Finura, she focuses on nurturing happy, knowledgeable, and supported teams to maximise the company's growth and client care. Beyond her professional life, Louise enjoys interior design, early dog walks, and spending time with friends and family in North London.

    Connect with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/

    Connect with Louise Fish: https://www.linkedin.com/in/louise-fish-30947810/

    Follow The Financial Planning Club: https://www.linkedin.com/company/the-financial-planning-club

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あらすじ・解説

This week on The Financial Planning Podcast, host Lewis Byford sits down with Louise Fish, the Operations Director at Finura. With over 25 years of experience in the financial services industry, Louise shares her invaluable insights on maintaining a client-centric approach, fostering a supportive team environment, and driving business growth. Tune in to uncover Louise’s top strategies for success and learn how she balances her professional life with her personal passions.

About Louise Fish:

Louise Fish is the Operations Director at Finura, where her mission is to ensure clients remain at the core of every decision, change, and efficiency. With a career that started in 1995 as a Financial Planner for a global bank, Louise has held executive roles within large asset management sales teams and operations functions. At Finura, she focuses on nurturing happy, knowledgeable, and supported teams to maximise the company's growth and client care. Beyond her professional life, Louise enjoys interior design, early dog walks, and spending time with friends and family in North London.

Connect with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/

Connect with Louise Fish: https://www.linkedin.com/in/louise-fish-30947810/

Follow The Financial Planning Club: https://www.linkedin.com/company/the-financial-planning-club

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