The Human Side of Wealth Management with Marie Smith

Marie Smith: Confidence, Community and Creating Meaningful Change In this episode of BWD In the Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management. Ellie is joined by Marie Smith, Relationship Associate Partner at Cooper Parry Wealth, for a conversation about confidence, community, inclusive leadership and creating meaningful change within the financial planning profession. Marie shares her journey from starting in an administrative role to progressing through paraplanning, advice and leadership. She reflects honestly on experiencing imposter syndrome, the importance of mentorship and advocacy, and how learning to recognise her own strengths helped shape her career. In this episode, they discuss:·      Marie’s journey from administration and paraplanning into financial advice and leadership·      Overcoming imposter syndrome and building confidence throughout your career·      Why you do not need to feel 100% ready before taking your next step·      The difference between mentoring talented people and actively advocating for them·      How leaders can recognise those who may not naturally shout the loudest·      Why firms need to develop diverse talent rather than simply recruit it from elsewhere·      What the Women in Finance Charter means and how firms can turn commitments into meaningful action·      Building professional communities and the story behind SheRocks Business·      How strengths-based leadership can help people thrive and progress·      Why empathy, active listening and storytelling will become even more valuable as AI develops·      The human skills advisers need to continue demonstrating their value·      Marie’s advice for people beginning their careers in financial planning This is an open and thoughtful conversation about confidence, representation, leadership and the importance of creating environments in which people can succeed. Whether you work in wealth management, are developing your career in financial advice, or are interested in how the profession can become more inclusive and human, this episode is well worth a listen. Hosted on Acast. See acast.com/privacy for more information.