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From Employee to Empowered: Claire's Financial Journey (S2, E9)
In this episode of Talk FS, Ryan Venner interviews Claire Bedswick, a financial planner who shares her inspiring journey from working behind the scenes in finance to becoming a self-employed financial planner. Claire discusses the challenges she faced, including balancing motherhood, self-doubt, and the importance of community support. She emphasizes the need for more women in financial planning and the role of education in empowering clients. Claire also highlights the emotional aspects of client relationships and the significance of mentorship in her career.
Takeaways:
- Claire's journey into financial planning was not traditional, starting from a bank role.
- She emphasises the importance of self-belief and overcoming doubts in pursuing a career.
- Transitioning to self-employment was a significant step for Claire, allowing her to control her destiny.
- Community support and having the right people around you are crucial for success.
- Balancing motherhood and a career in finance requires strong support systems.
- Education is key in financial planning, especially for women.
- Building trust with clients is essential for long-term relationships.
- Navigating the emotional side of client work can be challenging but rewarding.
- Mentorship plays a vital role in career development and confidence building.
- Encouraging more women to enter financial planning is necessary for the industry's growth.
Chapters:
00:00 Intro
01:00 Journey to Financial Planning
03:00 Overcoming Doubts and Building Confidence
05:20 Transitioning to Self-Employment
08:17 The Importance of Values and Community
10:52 Balancing Career and Family Life
12:54 The Drive for Financial Education
16:54 Building Trust with Clients
19:14 Navigating the Emotional Side of Financial Planning
22:09 Encouraging More Women in Finance
23:52 The Role of Mentorship
26:15 Supporting Career Changes in Finance
29:52 The Long-Term View in Financial Planning
33:20 Final Thoughts and Advice
Sound Bites:
"Just believe in yourself."
"Education is so important."
"Say yes to the opportunities."
Clare's Details: LinkedIn: https://www.linkedin.com/in/clare-beswick-dippfs-6106a613/
Slaiyburn: https://www.slaiyburn.co.uk/clare-beswick
#TalkFS #FinancialPlanning #WomenInFinance #SelfEmployedAdviser #CareerChange #IFA #Podcast #PremierJobsUK
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By Talk FSIn this episode of Talk FS, Ryan Venner interviews Claire Bedswick, a financial planner who shares her inspiring journey from working behind the scenes in finance to becoming a self-employed financial planner. Claire discusses the challenges she faced, including balancing motherhood, self-doubt, and the importance of community support. She emphasizes the need for more women in financial planning and the role of education in empowering clients. Claire also highlights the emotional aspects of client relationships and the significance of mentorship in her career.
Takeaways:
- Claire's journey into financial planning was not traditional, starting from a bank role.
- She emphasises the importance of self-belief and overcoming doubts in pursuing a career.
- Transitioning to self-employment was a significant step for Claire, allowing her to control her destiny.
- Community support and having the right people around you are crucial for success.
- Balancing motherhood and a career in finance requires strong support systems.
- Education is key in financial planning, especially for women.
- Building trust with clients is essential for long-term relationships.
- Navigating the emotional side of client work can be challenging but rewarding.
- Mentorship plays a vital role in career development and confidence building.
- Encouraging more women to enter financial planning is necessary for the industry's growth.
Chapters:
00:00 Intro
01:00 Journey to Financial Planning
03:00 Overcoming Doubts and Building Confidence
05:20 Transitioning to Self-Employment
08:17 The Importance of Values and Community
10:52 Balancing Career and Family Life
12:54 The Drive for Financial Education
16:54 Building Trust with Clients
19:14 Navigating the Emotional Side of Financial Planning
22:09 Encouraging More Women in Finance
23:52 The Role of Mentorship
26:15 Supporting Career Changes in Finance
29:52 The Long-Term View in Financial Planning
33:20 Final Thoughts and Advice
Sound Bites:
"Just believe in yourself."
"Education is so important."
"Say yes to the opportunities."
Clare's Details: LinkedIn: https://www.linkedin.com/in/clare-beswick-dippfs-6106a613/
Slaiyburn: https://www.slaiyburn.co.uk/clare-beswick
#TalkFS #FinancialPlanning #WomenInFinance #SelfEmployedAdviser #CareerChange #IFA #Podcast #PremierJobsUK