Financial Planner of the Year Diary

Claire Mackay was recently recognised as Financial Planner of the Year (FPOTY) and as Investment Advisor of the Year.
In this special diary, she shares the industry leading insights and lessons she has learnt from these arduous award processes.

What are the characteristics of a leader in financial planning?

By | Financial Planner of the Year, Financial planning, Financial planning professionalism | No Comments

Inspire those around us

I believe a key characteristic of a leader in financial planning is building an interdependent team around you that includes the right people; is empowered to act; and who understand and believe your vision as a leader. So as leaders we must be effective and credible communicators.

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