Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career

Financial Planner Life Podcast

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In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial planning community as the new host of the Wealth and Women podcast. She shares her valuable insights on leadership, organisational strategies, and the importance of a supportive, growth-minded work environment. Learn firsthand how her podcast with the Personal Finance Society (PFS) aims to attract more women to the financial planning profession, making a substantial impact in a profession where female representation is still limited.
Sam and Tracy talk about the art of juggling a thriving career and a busy family life, while she reveals her tips for effective organisation, discipline, and delegation as a working mother. The two also delve into a conversation about the evolution of the profession toward a client-focused service model, and how leveraging technology can elevate client engagement and free up valuable time for meaningful interactions.
Listen to Tracy and Sam uncover the myths and realities of the financial planning profession. Tackling the misconceptions head-on, from the outdated view of financial planning as a sales job to the gender disparities still present in the field. This episode offers practical solutions for increasing gender diversity, building credibility and fostering professional growth - especially by harnessing the power of podcasts to promote women's voices in finance.

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Chapitres

1. Empowering Women in Financial Planning (00:00:00)

2. Balancing Family and Financial Planning (00:09:14)

3. Navigating Career Transitions in Financial Planning (00:17:19)

4. Navigating Career Progression in Finance (00:21:54)

5. Breaking Myths (00:28:16)

6. Podcast Growth and Collaboration in Finance (00:39:52)