See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals

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 | Intro00:00:57 | Beth's career journey00:04:05 | The exam journey00:13:00 | Mindset00:16:05 | Facing adversity00:22:50 | Navigating the interview process and employer conversations00:27:33 | Positive personal mental attitude00:29:11 | No university, no graduation00:31:43 | Changing the age and gender narrative00:36:12 | Dealing with bad apples00:39:13 | Encouraging young people into the profession00:46:06 | Paying it forward00:47:28 | Routines and non-negotiables00:50:14 | OutroFinancial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.