The Human Side of Wealth Management with Emmelia Powell

Emmelia Powell: Building Trust, Visibility and the Future of Advice

In episode 51 of BWD In the Know, Ellie Corkill hosts the second episode of her mini-series, The Human Side of Wealth Management.

Ellie is joined by Emmelia Powell, Financial Adviser, for a conversation on building trust, finding your voice and creating a more personal, human version of financial advice.

Emmelia shares her journey into the profession, from starting out in banking to entering financial advice after having three children, completing her exams and building a career that works around both her family and her clients.

In this episode, they discuss:

Emmelia’s journey into financial advice and how she found a career that fitsWhy financial advice can be such a powerful profession for women and working mumsBuilding trust with clients and why good advice starts with doing the right thingSupporting sports professionals, business owners and younger clientsWhy no two financial plans should ever look the sameThe role of empathy, patience and lived experience in client relationshipsBuilding a personal brand and the value of being visible onlineHow AI and technology are changing the advice professionWhat the next generation of advisers need to succeedWhy the future of advice needs to be more human, relatable and personal

This is a thoughtful and honest conversation about trust, visibility, motherhood, client relationships and the realities of building a career in financial advice.

Whether you work in wealth management, are building a career in advice, or are interested in how the profession can continue to evolve, this episode is well worth a listen.

Chapters00:00 Introduction to Emmelia Powell and the episode’s focus on the human side of wealth management

02:45 Emmelia’s background and why she transitioned into financial advice

03:10 Balancing career growth and family life in wealth management

04:46 Internal narratives and challenges faced by women entering the industry