As our lives become an intricate blend of digital and physical experiences, financial planning is evolving in exciting ways.
Innovation isn’t just encouraged—it’s essential! 🔥
🚨Our latest episode of the #Wealthandwomen podcast is out now - recorded live at the recent Personal Finance Society national conference!
🎙️The live Wealth and Women podcast session was a success, drawing a large and diverse audience.
🚀It exceeded all our expectations!
As always, it was an honour to join forces on stage with the incredible Emma, Hazel and Tracy as we explored how technology is transforming the financial planning landscape.
Our conversation focused on three key themes that are driving positive outcomes for women planners and clients alike:
🛡️ Safety: Technology is creating safer, more secure spaces for financial planning. No more late-night drives or meeting strangers in their homes – we're reshaping accessibility and wellbeing.
⚖️ Efficiency and Work-Life Integration: Digital tools are helping planners better balance personal and professional commitments, saving time and reducing stress.
🔄 Career Pivoting: Using tech, we're empowering women of all ages to leverage their skills and interests, creating pathways to pivot and thrive in financial planning careers.
🌱We also emphasized the importance of nurturing a culture and a climate that innovates, retains and celebrates talent in our profession.
The feedback was overwhelmingly positive, with attendees finding the discussion relatable and inspiring.
⏰The only complaint was that our session was too short!
SO - let’s keep this conversation going and drive positive change together.
Be part of the change you want to see! 💪
🎧 Wealth and Women - Live is out now! 🎧
Listen here: https://ow.ly/IknU50Ub3wK
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