• 21: Sandra Corelli on Leadership, Inclusion, and Navigating Wealth Management Challenges

  • 2024/10/24
  • 再生時間： 45 分
  • ポッドキャスト

21: Sandra Corelli on Leadership, Inclusion, and Navigating Wealth Management Challenges

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  • In this episode of Beyond the Bank, Jean Blacklock is joined by Sandra Corelli, Founder and CEO of Humanicity Consulting Group, to discuss the human side of leadership in wealth management. Sandra shares her journey from financial services to leading a boutique leadership development firm, offering insights into effective communication, psychological safety, and preventing burnout in teams. The conversation also explores how wealth advisors can support clients facing personal challenges related to money, values, and family dynamics.
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あらすじ・解説

In this episode of Beyond the Bank, Jean Blacklock is joined by Sandra Corelli, Founder and CEO of Humanicity Consulting Group, to discuss the human side of leadership in wealth management. Sandra shares her journey from financial services to leading a boutique leadership development firm, offering insights into effective communication, psychological safety, and preventing burnout in teams. The conversation also explores how wealth advisors can support clients facing personal challenges related to money, values, and family dynamics.
個人ファイナンス 経済学
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