The Future is Bright for Young Women in Financial Planning with Chanelle Pattinson [Ep80]
Updated: Apr 19
Chanelle Pattinson is a rising star and young woman in financial planning. She grew up thinking financial advice was boring and that advisors just drink tea and make money grow through watching her father. But after dipping her toe in, she quickly fell in love with financial advice.
But when she looked around, she couldn’t find any other young women like herself.
Always up for a challenge and trying new things, Chanelle shares what she recently launched - and teases something that’s coming soon - that’s helping to ensure the future is bright for young women in financial planning.
We also discuss why you should say yes to wild ideas and get out of your comfort zone and the importance of finding your people.
Resources
Guest Bio
Chanelle is an Independent Financial Adviser at P&P Invest Ltd. She's Level 4 qualified in Financial Planning and working towards her Level 6 Advanced Diploma in Financial Planning, to become a Chartered Financial Adviser.
She became a financial adviser because she has a passion to help people make sense of their finances and achieve their financial goals.
In her spare time she enjoys walking her cocker spaniel Joey and reading a good book.
We Mean Business - a weekly show were she will be chatting to inspiring women within the world of finance and showcasing that women are an asset to this industry. If you are a women working within finance, or looking to move into the industry make sure you connect with Chanelle on LinkedIn (here).
Timestamps
00:00 - Introducing Chanelle Pattinson
02:06 - Chanelle’s first impressions of financial advisors
04:10 - Becoming a financial advisor
09:16 - Not seeing other young women in the profession
12:17 - Launching a group for young women under 30 in financial planning
19:04 - Taking action and saying yes to opportunities
22:05 - Finding your people and building a community
24:30 - What’s next
26:48 - Reaching out to people in school
29:50 - Changing the conversation
30:45 - Advice for young women
Note that episodes are initially live streamed every Tuesday at 2pm ET on LinkedIn and YouTube. Join the discussions live or wait for the podcast ~2 weeks later.