AdviserTech Unplugged welcomed Financial Planner Giselle Clayton, who spoke to us about the development of her career in finance, the diverse experience she has acquired, and the hurdles she overcame as a young woman to get where she is today.
Giselle has seen many changes since working in finance and discusses the challenges she faced. One of the biggest was the attitudes towards women in the finance industry, which didn’t stop her from persevering and making it clear what she wanted in a career.
“You’ve got to communicate you’ve got the client’s best interest at heart”. Giselle shares her key learnings and the importance of being able to connect with people and having empathy as an adviser.
Whether you’re starting a career in finance, or you’ve been in the industry for many years, this talk is an eye-opening insight into the development of a young woman’s experience and journey as a financial planning career.
This is a great chat which will no doubt be inspiring for people to reflect on what really motivates them and how people can get the most satisfaction out of their job.
From Pensions to Pixels | Dan McMahon from Hyman Robertson | S3 E5
Regulation Innovation | Henry Cobb on Navigating Change | S3 E4
What’s keeping financial advisers awake at night? | Matt Jeffery from Alpha FMC | S3 E3
Ruth Handcock on Transforming the Advice Industry | Octopus Money | S3 E2
A Journey in Finance | Insights from the Verve Group | S3 E1
Who’s afraid of the big, bad technology adoption? | How Advisers have used technology over time | S2 E6
How to navigate through a moving landscape | Essential technology for Financial Advisers and Wealth Managers | S2 E5
Getting your advisers excited for launch | How to release new tech to your staff and clients | S2 E4
Connecting in the most positive way | Advice firms controlling their platform experience | S2 E3
65 is the loneliest number | How to be a financial adviser that won’t get left behind | S2 E2
The gale of creative destruction | What Adviser Technology is lacking | S2 E1
Ep 23: The Consumer Duty All-Stars
Ep 22: Turning around business quicker feat. Wendy Fisher, Progeny
Ep 21: The road to B-Corp feat. Anthony Villis, First Wealth
Ep 19: Onboarding clients from the get-go feat. Anna Wren, Administration Manager at Motus
Ep 18: Saving 100 business days per year - feat. Dominika Sieradzka-MacCuirc, Founder of RIE Solutions
Ep 17: The BIG Opportunity for Innovators feat. Dr Emma Black from Cascade Cash Management
Ep 16: Talking Tech with Tim Walton, Aviva’s Platform and Fintech Integration Manager
Ep 15: Supporting the Trailblazers with Lewis Hamm from O-IM
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