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Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
21: Sandra Corelli on Leadership, Well-being and Navigating Wealth Management Challenges
Beyond The Bank
44 minutes
1 year ago
21: Sandra Corelli on Leadership, Well-being and Navigating Wealth Management Challenges
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.
Beyond The Bank
Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
