SPEAKERS

Session: Vote for your future self: Intentional evolution in your career as a financial planner
Time: 3:35 PM – 4:05 PM
Location: Connaught Rooms 1-2

Becca has had a long career in financial planning, as a Paraplanner, in various leadership roles, and latterly as Operations Director for Emery Little Wealth Management. She now works with business owners and leaders, Financial Planners and their teams, supporting them to uncover and realise their own potential and that of their clients. Her work is grounded in the Thinking Environment™, focusing on creating respectful, trusting relationships, deepening listening skills and asking better questions to support great thinking and ultimately, great outcomes.

Becca’s experience of coaching and training leaders and their teams has culminated in the launch of Unlocking Excellence, a skills based training course specifically for Financial Planners wishing to deepen relationships with their clients, offer greater value, and simply do things better.

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