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

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From selling water as a seven-year-old in a scorching market to building a thriving coaching and lending business, Oz Konar’s story is a masterclass in turning pressure into purpose.

In this conversation, Oz and Lawrence unpack the mindset shifts that take an entrepreneur from hustle to strategy, from survival to scalable success. It’s a sharp, honest episode about resilience, mentoring, and why the best business lessons often come from real life - not from textbooks.

Reach out to Oz:
Website - businesslendingblueprint.com
Linkedin - https://www.linkedin.com/in/oz-konar

Key Topics

Entrepreneurial beginnings at age 7.
Resilience through financial hardships.
Adapting business strategies for different generations.
The importance of action over perfection.
Building trust and human connection in business.

Sound Bites

"Take imperfect action, there's no perfect moment."
"When you take action, something magical happens."
"Understand what it takes to succeed and build long-term business."

Chapters

03:00 The Entrepreneurial Journey Begins
06:03 From Childhood Experiences to Business Insights
09:04 Navigating Challenges and Finding Purpose
11:53 The Importance of Mentorship and Learning
14:52 Coaching Philosophy and Accountability
18:00 Adapting to Diverse Learning Styles
20:59 Cultural Diversity in Business Coaching
24:41 Cultural Differences in Entrepreneurship
27:14 The Impact of Age on Work Ethic
30:52 Generational Perspectives on Business
33:38 Adapting Sales Strategies for Different Ages
39:39 The Accidental Entrepreneurial Journey
43:39 The Role of Timing in Success
45:57 Actionable Meetings for Effective Leadership
49:03 Creating a Safe Environment for Open Dialogue
51:04 The Importance of Accountability in Leadership
53:36 Building Trust Through Human Connection
55:01 The Role of Trust in Business Relationships
57:26 Personality Over Titles: The Human Element in Networking
01:00:41 Adapting to Change: The Need for New Skills
01:07:54 Taking Imperfect Action: Entrepreneurial Advice

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.

What if the most important part of financial planning isn’t building wealth — but protecting it?

In this episode, Trish Gregory shares her journey into insurance specialisation and explains why specialist advice can completely change outcomes for clients and families. The conversation covers trust, mental health claims, AI in advice, and the growing importance of protection in modern financial planning.

Reach out to Trish:
Website - hcis.com.au
Linkedin - linkedin.com/in/trish-gregory-finance

Key Topics

Introduction to Trish Gregory
Transition to Insurance Specialization
The Role of an Insurance Specialist
Client Relationships and Trust
Perceptions of Insurance
AI in Insurance
Future of Insurance

Soundbites

"Insurance is like a seatbelt; you only appreciate it when you need it."
"Specialization in insurance leads to better client outcomes."
"Building trust is essential for accurate risk assessment."
"AI is streamlining complex medical assessments in insurance."

Chapters

00:09 Introduction and Guest Background
01:14 Podcast Co-hosting and Audience
03:11 Career Transition and Specialization
05:43 Client Experience and Insurance Process
20:53 Addressing Insurance Misconceptions
35:14 AI's Role in Insurance
37:29 Future Trends in Insurance
46:43Closing Thoughts and Advice

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.