In this episode of the Waddyado podcast, Claudia interviews Emmelia Powell, a financial planner from Premier Wealth Solutions who shares her unique journey into the world of finance. Emmelia discusses her accidental entry into the field, the importance of qualifications, and the skills necessary for success. She emphasizes the need for empathy and good listening in client interactions, and provides insights into when individuals should consider engaging a financial planner.

The conversation also debunks common myths about the profession and explores the potential earnings and career progression within financial planning. Emmelia concludes with valuable advice for aspiring financial planners and highlights the importance of curiosity and continuous learning in the industry.

Chapters

00:00 Introduction and Background

03:15 The Importance of Professional Qualifications

06:12 Choosing the Right Financial Planner

10:03 The Benefits of NextGen Planners

13:33 A Day in the Life of a Financial Planner

15:59 Skills and Attributes for Financial Planning

19:06 Navigating Clients' Financial Goals and Emotions

24:23 Engaging with a Financial Planner

24:53 The Importance of Financial Housekeeping

26:15 The Impact of Financial Decisions

26:42 The Role of a Financial Counselor

28:38 Investing Wisely

31:19 Debunking the Myth about Financial Planners

32:30 The Role of Paraplanners

33:58 Salary Ranges in Financial Planning

40:29 Tips for Entering the Industry

43:42 Podcast Recommendations

44:38 Addressing the Advice Gap

Keywords

financial planning, career advice, qualifications, financial advisor, client relationships, personal finance, financial literacy, financial counseling, industry insights, financial planner, financial planning careers, finance careers, financial services careers

In this episode, Claudia Gasson and Sarah-Emily Oades, Chief People Officer at Koa Health, discuss the intricacies of career transitions, particularly into tech sales. They explore the initial steps one should take when considering a career change, the mental hurdles such as imposter syndrome, and the essential soft skills needed for success in tech sales.

The conversation also delves into the interview process, the importance of effective onboarding, and resources available for those looking to make a transition. Claudia shares personal insights and advice for navigating these changes, emphasizing the importance of networking and continuous learning.

Chapters

00:00 Introduction

05:03 Overcoming Mental Hurdles

08:16 Soft Skills for Transitioning to Tech Sales

11:38 Unsung Heroes: Industries and Roles

17:42 Changes in the Hiring Process

22:34 Disappointment in the Lack of Improvement

28:44 Resources and Recommendations for Career Changers

31:25 Preparation for Career Transitions

36:02 Embracing Opportunities and Learning from Failures

Keywords

software sales, career transition, tech sales, soft skills, interview process, onboarding, networking, resources, imposter syndrome, transferable skills, hiring

In this engaging conversation, Claudia and Bianca explore Bianca's journey from journalism to becoming a Chief Marketing Officer in the fintech space.

They discuss the importance of understanding marketing, overcoming imposter syndrome, and the value of continuous learning.

Bianca shares insights on the gut-brain connection, marketing salaries, and actionable steps for aspiring marketers, emphasizing the need to market oneself effectively.

In this episode, Nate Spiteri shares his entrepreneurial journey from a banking background to founding his own startup, Shopfront backed by VC Antler. He discusses his experiences at Plend, the challenges of fundraising, and the importance of building relationships in the startup ecosystem. Nate emphasizes the need for validation of business ideas and the significance of having a complementary co-founding team. He also provides valuable insights and advice for aspiring entrepreneurs looking to navigate the startup landscape.

Chapters

00:00 Introduction and Background

01:48 Transitioning from Banking to Startup

06:29 Joining Antler and Starting Shopfront

15:51 Lessons in Fundraising

23:30 Risks and Payoffs in Entrepreneurship

27:39 Steps to Start a Startup

30:49 Looking for Investors and Future Plans

Keywords

entrepreneurship, fintech, startups, fundraising, career journey, Plend, Shopfront, Antler, co-founders, business strategy

In this episode, Claudia interviews Emily Button-Lynham, a business owner and coach specializing in diversity, equity, and inclusion.

Emily shares her career journey from a corporate background at American Express to becoming self-employed and running her own coaching business. She discusses the importance of self-discovery, the transition to coaching, and the insights gained from her coaching experience.

Emily also highlights her work with organizations to drive cultural change and improve DEI initiatives. The conversation touches on the challenges of navigating self-employment, adapting business models, and the future of work in a rapidly changing environment.

Chapters

00:00 Introduction

02:10 Emily's Career Journey and Evolution

09:16 Becoming a Coach and Shifting to Self-Employment

13:23 Empowering Leaders and Driving Diversity, Equity, and Inclusion

17:15 Navigating the Transition to Self-Employment

23:09 Adapting and Evolving in Business and Career

28:05 Embedding Diversity, Equity, and Inclusion in Leadership

30:55 Future Trends in the Workplace

35:44 Recommended Podcasts and Conclusion

Keywords

career journey, leadership, diversity, equity, inclusion, success, career pivots, DEI, people-first culture, hybrid work, leadership development

Welcome back for Season 2 of the Waddyado Podcast!

In this episode, Claudia interviews Lara Sheldrake, a community builder and entrepreneur, who shares her journey of creating impactful communities while navigating the challenges of motherhood and freelancing. Lara discusses her experiences with purpose-driven businesses, the importance of profit, and how to balance work and family life. She offers valuable insights on career pivots, the significance of community, and the need to prioritize mental health and personal growth.

Lara’s Links

Lara Sheldrake

Lara’s LinkedIn

Found & Flourish

Give a Sh*t

Claudia’s Links

Claudia’s LinkedIn

Waddyado

Ortus Talent

Resources

Key themes:

community, entrepreneurship, motherhood, freelancing, purpose, profit, mental health, career advice, personal growth, networking

In this episode, Claudia Gasson (Host) and Georgia Harris (Podcast Producer) wrap up Season 1 of the Waddyado podcast. They discuss the key takeaways from the season, including the importance of resilience, networking, and speaking up about challenges at work.

They also share their favourite stories from the guests, such as Mike becoming a racing driver and Nick getting fired from his first job. They express their excitement for future guests and encourage listeners to reach out with their own career stories.

For more, head to Waddyado and don't forget to checkout the episodes from Season 1! Keep your eyes peeled for Season 2!

In this episode we speak with Max Mumford, lead software engineer at the FinTech startup Floww. Max talks about his unconventional entrance into software engineering, the importance of collaboration and communication in software engineering and key resources that helped him gain the experience needed to succeed in the role.

There’s some great advice in this podcast if you’re looking into a software engineering career through non-conventional routes.

More about Waddyado

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In this episode, we sit down with Nicolas Calvert, tech sales expert. After working with £1-10 million Scale-ups, Nick talks about getting fired from his first job, the importance of staying motivated and how the camaraderie of sales is what keeps him going.

Starting his career in hospitality working in Asia for 7 years before pivoting into Tech Sales in London, then progressing into a Head of Sales position, Nick talks about the characteristics that are essential for a salesperson, how to get into the field and how much money you can make in tech sales

More about Waddyado

For more insights on careers, find us here👇🏼

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Things mentioned in this episode

Revgenius

To Sell Is Human

Winning By Design

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In this episode, we sit down with Ollie Judge, a Content and Marketing Expert who has worked at companies like SEON, 11:FS and even launched his own business Adrift Entertainment off the back of huge success building FinTech Insider, a hugely successful podcast.

Now at Klimato as Head of Marketing, Ollie discusses the highs - and also the challenges of working in Content, what you can expect to earn in a career in Content and actionable steps to get into the field.

More about Waddyado

For more insights on careers, find us here👇🏼

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Connect with Claudia

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