
Episode #25
How Foster Denovo is Innovating Wealth Management with Helena Bogdanovski
What does it take to lead one of the UK's most forward-thinking wealth management businesses? In this episode of the Priority Lane Podcast, Lawrence sits down with Helena Bogdanovski, Director of Private Wealth at Foster Denovo, to discuss how one of the UK's leading wealth management firms is reshaping the industry through innovation, leadership and culture. Reach out to Helena: Website - fosterdenovo.com Linkedin - linkedin.com/in/helena-bogdanovski-92575a3 Key Topics Helena's career transition from recruitment to private wealth. Foster Denovo's unique culture and shareholder model. Use of AI and technology to enhance client service. Strategies for organic growth and advisor recruitment. Diversity and inclusion in wealth management. Leadership and mentorship in financial services. Sound Bites "People are the source, technology is the tool" "Top talent is cultivated internally, not just hired" "Diversity of thinking is essential for effective leadership" "AI can't replace human judgment and relationships" "AI helps advisors prepare better for client meetings" Chapters 00:00 - Introduction to Helena Bogdanovski and her career background 02:10 - Transition from recruitment to private wealth and leadership insights 05:30 - Building a company culture where "culture is king" 08:15 - Foster Denovo’s unique business model as a shareholder-owned firm 11:00 - The significance of internal recruitment and organic growth strategies 14:20 - Challenges and successes in managing a team of over 90 advisors 17:00 - Mentorship influences and leadership development within the firm 20:30 - The role of diversity and increasing female representation in wealth management 24:00 - Helena’s insights on the future of AI in financial advisory services 28:00 - The firm’s innovative approach to AI and digital transformation 32:00 - Managing a dispersed advisory team and promoting collaboration 36:00 - Strategies for attracting new advisor partners and growth opportunities 39:30 - Advice for young professionals considering wealth management career paths 43:00 - Addressing gender disparities and promoting inclusivity in the industry 46:00 - Closing thoughts on industry evolution and Helena’s vision for the future You’re listening to The Priority Lane, fueled by MyBrokers App. Get ahead, move fast - go to MyBrokers.app and download right now! Purpose built for the financial services industry. Provisional Patent Application Number: 2025905501 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.






