Episode Details

This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional Finance Society. In this episode we focus heavily on personal development, perseverance in the face of adversity and achieving your career aspirations. 

We look at Bethany’s career journey, from admin, to paraplanner being labelled as an admin, to finally being recognised for her capabilities within a firm that supported her continued progression.

In fact, progression is very much the name of the game in Bethany’s view, always looking for the next growth opportunity, qualification, or accolade in her career. Bethany talks us through her strong-willed mindset and the part it has played in pushing her forward. 

Bethany has faced her fair share of adversity, entering the profession at a young age, being overlooked for promotion as a result of this, but this hasn’t stood a chance at holding her back!

We dive into changing the age and gender narrative in the Financial Planning profession, what companies and individuals can do to inspire the next generation, including the part that education and the school system plays in this.

If you’re an aspiring Financial Planning professional, or mid-career looking to excel beyond your limits, this episode will give you the inspiration you need to improve your mindset and achieve your career goals!

00:00:00 | Intro

00:00:57 | Beth's career journey

00:04:05 | The exam journey

00:13:00 | Mindset

00:16:05 | Facing adversity

00:22:50 | Navigating the interview process and employer conversations

00:27:33 | Positive personal mental attitude

00:29:11 | No university, no graduation

00:31:43 | Changing the age and gender narrative

00:36:12 | Dealing with bad apples

00:39:13 | Encouraging young people into the profession

00:46:06 | Paying it forward

00:47:28 | Routines and non-negotiables

00:50:14 | Outro

Financial Planner Life is sponsored by Redmill Advance

Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.

✅ Trusted by top UK firms

👉 www.redmilladvance.com/fpl

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Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. 

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