{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/64c8f6eb243b4a0010cb8e10/6a21c5b41ddbe06b3af60945?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"The Human Side of Wealth Management with Jay Dhaliwal","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/64c8f6eb243b4a0010cb8e10/1780597205911-0408fd7f-09ce-4afb-b40e-ef490844c8a2.jpeg?height=200","description":"<p>In episode 49 of BWD In The Know, <a href=\"https://www.linkedin.com/in/ellie-corkill-47890120a/\" rel=\"noopener noreferrer\" target=\"_blank\">Ellie Corkill</a> hosts the first episode of her new mini-series, The Human Side of Wealth Management.</p><p><br></p><p>Ellie is joined by <a href=\"https://www.linkedin.com/in/jaytheifa/\" rel=\"noopener noreferrer\" target=\"_blank\">Jay Dhaliwal APFS</a>, Chartered Independent Financial Adviser at Chase de Vere, for a conversation on resilience, representation and the power of showing up.</p><p><br></p><p>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.</p><p><br></p><p><strong>In this episode, they discuss:</strong></p><ul><li>Jay’s journey into financial advice and the experiences that have shaped her career</li><li>The reality of building a personal brand and putting yourself out there</li><li>The importance of representation within the profession</li><li>The role resilience has played throughout Jay’s career</li><li>Why soft skills and building genuine relationships still matter</li><li>The value of networking, giving back and supporting others entering the industry</li><li>How wealth management can continue to become more human, relatable and accessible</li></ul><p><br></p><p>This 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.</p><p><br></p><p>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.</p><p><br></p><p><strong>Chapters</strong></p><p>00:00 Introduction and Jay’s Career Background</p><p>01:03 Early Influences and Education Choices</p><p>03:18 First Steps into Financial Services</p><p>04:37 Transition from Admin to Adviser</p><p>05:57 Overcoming Rejection and Career Persistence</p><p>06:42 Achieving Chartership and Professional Credibility</p><p>07:53 The Power of Intentional Career Planning</p><p>09:39 Representation and Diversity in Wealth Management</p><p>10:29 Dealing with Being a Minority in the Sector</p><p>12:18 Building Resilience and Confidence</p><p>14:06 The Role of Personal Branding and Visibility</p><p>16:45 Authenticity and Human Connection in Content Creation</p><p>18:10 Balancing Professionalism and Personality</p><p>20:39 Opportunities from Being Visible</p><p>23:01 Encouraging Others to Be Visible and Authentic</p><p>27:08 The Importance of Representation and Role Models</p><p>29:31 Mentoring and Giving Back to the Community</p><p>32:08 Managing Work-Life Balance and Overcoming Self-Doubt</p><p>34:28 The Impact of Fitness and Lifestyle on Professional Success</p><p>37:15 Networking Through Shared Interests</p><p>39:24 The Future of Wealth Management and Adviser Skills</p><p>41:40 Excitement for Sector Innovation and Young Talent</p><p>45:10 Advice for Aspiring Advisers and Personal Growth</p><p>48:33 Changing Perceptions of Age and Diversity in the Sector</p><p>49:53 Supporting the Next Generation of Advisers</p><p>51:37 Enhancing Diversity and Inclusion in Wealth Management</p><p>54:11 Key Takeaways: Resilience, Community, Giving Back</p><p>55:20 Closing Remarks and Final Thoughts</p><p><br></p>","author_name":"BWD"}