BWD IN THE KNOW EP49 | 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 career 🔹The reality of building a personal brand and putting yourself out there 🔹The importance of representation within the profession 🔹The role resilience has played throughout Jay’s career 🔹Why soft skills and building genuine relationships still matter 🔹The value of networking, giving back and supporting others entering the industry 🔹How wealth management can continue to become more human, relatable and accessible 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. 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. Chapters 00:00 Introduction and Jay’s Career Background 01:03 Early Influences and Education Choices 03:18 First Steps into Financial Services 04:37 Transition from Admin to Adviser 05:57 Overcoming Rejection and Career Persistence 06:42 Achieving Chartership and Professional Credibility 07:53 The Power of Intentional Career Planning 09:39 Representation and Diversity in Wealth Management 10:29 Dealing with Being a Minority in the Sector 12:18 Building Resilience and Confidence 14:06 The Role of Personal Branding and Visibility 16:45 Authenticity and Human Connection in Content Creation 18:10 Balancing Professionalism and Personality 20:39 Opportunities from Being Visible 23:01 Encouraging Others to Be Visible and Authentic 27:08 The Importance of Representation and Role Models 29:31 Mentoring and Giving Back to the Community 32:08 Managing Work-Life Balance and Overcoming Self-Doubt 34:28 The Impact of Fitness and Lifestyle on Professional Success 37:15 Networking Through Shared Interests 39:24 The Future of Wealth Management and Adviser Skills 41:40 Excitement for Sector Innovation and Young Talent 45:10 Advice for Aspiring Advisers and Personal Growth 48:33 Changing Perceptions of Age and Diversity in the Sector 49:53 Supporting the Next Generation of Advisers 51:37 Enhancing Diversity and Inclusion in Wealth Management 54:11 Key Takeaways: Resilience, Community, Giving Back 55:20 Closing Remarks and Final Thoughts