WealthTalk - money, wealth and personal finance.

Why Senior Executives Are Turning to Portfolio Careers for Freedom and Fulfilment


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Key Topics Covered:

1. Why Executives Choose Portfolio Careers

  • Many senior leaders leave corporate jobs for more control, flexibility, and purpose.
  • Becoming a non-executive director (NED) lets them advise several businesses, stay intellectually engaged, and build multiple income streams.

2. What a Non-Executive Director Actually Does

  • NEDs guide and support business owners, using their experience and networks to help smaller companies grow.
  • Typical NEDs are former CEOs, directors, or C-suite leaders who want to keep working, but on their own terms.

3. Adrian’s Journey: From Corporate to Entrepreneur

  • Adrian left a high-level tech role to help executives move into business ownership.
  • He built and acquired several companies, faced personal and business setbacks, and ultimately found new direction after a major life shift.

4. Overcoming Identity and Timing Challenges

  • Leaving a big job can trigger a loss of identity; Adrian stresses the importance of recognising your own value and skills.
  • Timing your transition is key—look for inflection points like changes at work, financial readiness, or life events.

5. How to Start Your Own Portfolio Career

  • Adrian recommends a three-phase roadmap:
  1. Clarify your value and how you’re seen (positioning)
  2. Tap into your existing network for opportunities
  3. Build new connections aligned with your goals
  • LinkedIn is powerful, but most executives underuse it—focus on connecting, not selling.

6. The Wealth-Building Benefits

  • NED roles create time for other wealth-building activities, like property or investing.
  • Some coaches and NEDs eventually take equity stakes in businesses, building long-term wealth and influence.
     

Actionable Takeaways:

  • Consider a portfolio career if you want more freedom, less risk, and a chance to use your experience in new ways.
  • Prepare for the identity shift and plan your timing and finances.
  • Use your network and be proactive—opportunities often come from people you already know.
  • Don’t be afraid to reach out for guidance or support.
     

Resources:

  • Leverage Your Corporate Experience to Secure Paid SME Board Roles
  • Download the Pension and Inheritance Tax Guide
  • WealthBuilders Membership: Free access to guides, webinars, and community
     

Connect with Us:

  • Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
     

Next Steps On Your WealthBuilding Journey:  

  • Join the WealthBuilders Facebook Community
  • Schedule a 1:1 call with one of our team
  • Become a member of WealthBuilders

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WealthTalk - money, wealth and personal finance.By Kevin Whelan and Christian Rodwell

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