What an operational role within financial planning looks like – Laura Dean

This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us some great advice on how you can navigate different career paths within the financial profession. In particular she focuses on marketing and operational roles. Laura gives us an insight into what these roles entail, who would be a good fit for them and why these roles are important for all firms. She also stresses the importance of staff w...