Ep 20: The importance of empathy as an adviser feat. Giselle Clayton, Financial Planner

AdviserTech Unplugged welcomed Financial Planner Giselle Clayton, who spoke to us about the development of her career in finance, the diverse experience she has acquired, and the hurdles she overcame as a young woman to get where she is today.

Giselle has seen many changes since working in finance and discusses the challenges she faced. One of the biggest was the attitudes towards women in the finance industry, which didn’t stop her from persevering and making it clear what she wanted in a career.

“You’ve got to communicate you’ve got the client’s best interest at heart”. Giselle shares her key learnings and the importance of being able to connect with people and having empathy as an adviser.

Whether you’re starting a career in finance, or you’ve been in the industry for many years, this talk is an eye-opening insight into the development of a young woman’s experience and journey as a financial planning career.

This is a great chat which will no doubt be inspiring for people to reflect on what really motivates them and how people can get the most satisfaction out of their job.