Flexible working, better work-life balance and a sense of purpose – are these key features of what staff want from a job? Join Liesl McKay 🌟 as she leads this Fintech Talents Day 2 panel with critical insights on how to Recruit, Retain, and Develop your Talent in the Hybrid World. 📢 Panellists are Emma F.-Keogh, Head of People and Compliance at Clockwise Credit Union, Victoria Filler MCIPD, Head of People from The Cambridge Building Society, Paul Norgrove, I-CUDE, CEO, Serve and Protect Credit Union, and Luke Sanders, Head of Financial Operations for Foresters Financial.
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It was great hearing Murtaza Merchant, Managing Partner and Co-head of Business Development share his insights on a panel at the MUFG Investor Services inaugural London Alts and Private Markets Forum in London. The panel ‘Fostering a Culture of Well-Being and Growth’ considered the importance of developing a working environment where the whole team feels a connection with the company whether through its wellbeing initiatives, or through its cultural focus making everyone feel welcome. For more about MV Credit’s commitment to DEI https://lnkd.in/eYKAGYUb
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Director of Research | Global Thought Leader in Investment & Wealth Management | Expert in Ultra-High-Net-Worth Insights
Yesterday, I had the privilege of presenting at Campden Wealth's 26th European Family Office Forum in London, sharing insights from our latest European Family Office Report 2024, in partnership with HSBC Global Private Banking. It was brilliant to reconnect with so many familiar faces and explore the key challenges and opportunities facing family offices today. From talent retention and investment strategies to succession planning and the growing importance of technology, the landscape is evolving rapidly. What stood out most from our research were the candid insights from family office leaders themselves. Their experiences, which I quoted during my presentation, added real colour to the data and highlighted both successes and gaps, especially in areas like next-gen planning and diversification. Looking ahead to 2025, one thing is clear: family offices that embrace innovation, strong governance and forward-thinking strategies will be best positioned to thrive in an ever-changing environment.
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Time is the most precious resource of all. But for Danette Lowe, CFP®, of TruNorth Wealth Management, time to onboard new clients and nurture relationships was in short supply, as was qualified talent in her rural area. That’s why Commonwealth’s Virtual Paraplanning Program was developed: to connect advisors like Danette with Commonwealth-vetted virtual support that gives them time back in their day. Now, Danette is more productive, present, and clear-headed. “Since I’m not burned out from working on a plan for so long, the quality of my work has improved,” she said. Read more about how a virtual support provider can help you scale your business and gain valuable time back in your day. https://bit.ly/3SIz3Bj #commonwealth #financialadvisor #paraplanner
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Helping Fleets Save on Fuel Costs & Streamline Operations | Account Executive at Comdata
On the latest episode of "Smarter Payments by Corpay," Crystal Williams, Chief Human Resources Officer at Corpay, shares how companies can attract and retain top talent post-Covid in a multi-generational workforce. https://lnkd.in/e75Mv8zu
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ClearBank; Where You Can Make a meaningful difference to the future of the business, learn something new every day, be a driving force for change and really make an impact, expect the unexpected every single day, be your authentic genuine self, make a difference, push the boundaries, grow faster than you ever imagined ❕ ClearBank; Where you can transform Financial Services for the better
At ClearBank, we’ve created a business we’re proud of and a culture our people love. And that doesn’t happen by accident. We’ve been working to understand what makes our culture so special, and at the very heart of all the feedback from our team, was trust. 🤝 Trust is our starting point. It’s what built the ClearBank of today and will help us shape the ClearBank of tomorrow. Trusting our people has enabled us to move fast, empowering us all to make bold decisions that benefit our clients, and create an environment where we can make things happen. We’re very proud to launch our employer brand, ClearBank – 𝗪𝗵𝗲𝗿𝗲 𝗬𝗼𝘂 𝗖𝗮𝗻 showcasing that when you build a culture based on trust, you build a business of possibilities. A team that moves faster and further because they move as one, in an environment Where You Can. Want to innovate? Go for it. Need to flex your day? You choose. Push for a better way? You can. But don’t just take our word for it, hear from our people and read our culture guide, we’re making it public on our new careers site! We may not be right for everyone, and that’s okay, but we might be perfect for you. https://lnkd.in/eNpWavkX
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On the latest episode of "Smarter Payments by Corpay," Crystal Williams, Chief Human Resources Officer at Corpay, shares how companies can attract and retain top talent post-Covid in a multi-generational workforce. https://lnkd.in/eUvFipfA
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Why does Stonegate Financial exist? That's a question we asked ourselves as we worked to define our Core Focus. In discussing all the ways we strive to serve our clients, we defined our Core Focus as follows: Enriching lives by stewarding the use of valuable resources. Click the link below to hear from Alex Greene as he explains the heart behind our Core Focus – and how it goes far beyond just dollars and cents.
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On the latest episode of "Smarter Payments by Corpay," Crystal Williams, Chief Human Resources Officer at Corpay, shares how companies can attract and retain top talent post-Covid in a multi-generational workforce. https://lnkd.in/gWGYqyvn
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Senior Consultant • Wealth Management & Financial Services Recruitment Specialist • Career Coach • Let's Connect!
💭 "People want to work for companies that make a difference" "Companies who can authentically point to how they are building a sustainable future and workforce, through the support and benefits they provide to their employees, will have a head start attracting new talent." Diversity and inclusion, societal good, strategic sense of direction, attracting industry talent 👏 👏 👏 GREAT article from the FT Adviser and Peter Hamilton! #ftadviser #melo #diversityandinclusion #attractingwealthtalent #strategy #financialservices #careersinwealth
Why we need to talk about our 'purpose' in financial services
ftadviser.com
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On the latest episode of "Smarter Payments by Corpay," Crystal Williams, Chief Human Resources Officer at Corpay, shares how companies can attract and retain top talent post-Covid in a multi-generational workforce. https://lnkd.in/er_Nsfyy
