The Human Side of Wealth Management with Jay Dhaliwal

In episode 49 of BWD In The Know, Ellie Corkill hosts the first episode of her new mini-series, The Human Side of Wealth Management.Ellie is joined by Jay Dhaliwal APFS, Chartered Independent Financial Adviser at Chase de Vere, for a conversation on resilience, representation and the power of showing up.Jay shares her journey into financial advice, from starting her career in financial services to becoming Chartered, building a visible personal brand and using her platform to support others entering the profession.In this episode, they discuss:Jay’s journey into financial advice and the experiences that have shaped her careerThe reality of building a personal brand and putting yourself out thereThe importance of representation within the professionThe role resilience has played throughout Jay’s careerWhy soft skills and building genuine relationships still matterThe value of networking, giving back and supporting others entering the industryHow wealth management can continue to become more human, relatable and accessibleThis is an open and honest conversation about career journeys, confidence, community and the importance of continuing to show up - even when the path is not always linear.Whether you already work in wealth management, are building a career in financial advice or are simply interested in the people helping to move the profession forward, this episode is well worth a listen.Chapters00:00 Introduction and Jay’s Career Background01:03 Early Influences and Education Choices03:18 First Steps into Financial Services04:37 Transition from Admin to Adviser05:57 Overcoming Rejection and Career Persistence06:42 Achieving Chartership and Professional Credibility07:53 The Power of Intentional Career Planning09:39 Representation and Diversity in Wealth Management10:29 Dealing with Being a Minority in the Sector12:18 Building Resilience and Confidence14:06 The Role of Personal Branding and Visibility16:45 Authenticity and Human Connection in Content Creation18:10 Balancing Professionalism and Personality20:39 Opportunities from Being Visible23:01 Encouraging Others to Be Visible and Authentic27:08 The Importance of Representation and Role Models29:31 Mentoring and Giving Back to the Community32:08 Managing Work-Life Balance and Overcoming Self-Doubt34:28 The Impact of Fitness and Lifestyle on Professional Success37:15 Networking Through Shared Interests39:24 The Future of Wealth Management and Adviser Skills41:40 Excitement for Sector Innovation and Young Talent45:10 Advice for Aspiring Advisers and Personal Growth48:33 Changing Perceptions of Age and Diversity in the Sector49:53 Supporting the Next Generation of Advisers51:37 Enhancing Diversity and Inclusion in Wealth Management54:11 Key Takeaways: Resilience, Community, Giving Back55:20 Closing Remarks and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.