88 Confronting Bias in Financial Services

This one might be uncomfortable! Julie’s be on an adventure this year exploring her own bias and bringing these uncomfortable conversations into the light. Along the way she met Bhavisha Soni, our guest today, and that prompted this podcast episode.

We all have bias, fact! Whether we like it or not. But if we can be brave about it, and start reflecting and opening up discussion, we open ourselves up to a richer world. And, no, I don’t mean money richer. The other kind.

On this episode, we discuss the challenge of networking events and the struggle to find common ground with people who have different experiences. Discover how one conversation changed Bhavisha’s perspective, showing her that sharing her unique journey from India to the UK could be an impactful conversation topic.

We also examine biases within the Asian community, acknowledging the diversity of views and the frustration of being judged by others. Join us as we explore the personal effects of intrusive questions on our desire to engage and form connections.

Through personal anecdotes, we shed light on the barriers women face in the financial services industry. From gender biases to assumptions about our qualifications, we strive for inclusivity and advocate for change.

Lastly, we share practical tips for women navigating biased situations in financial services and discuss the importance of starting conversations about inclusivity. Together, we can challenge societal norms and create a more inclusive and respectful industry.

Julie gets a bit militant towards the end, and is calling on you join her in not ticking unnecessary boxes – don’t get her started on the titles such as Miss, Mrs and Ms.

GUEST: Bhavisha  Soni is a Chartered Wealth Planner working in London. She is passionate about helping people to start, build and meet their financial objectives by creating a flexible path which they can follow to achieve their goals.

YOUR HOST

Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram


CO-HOSTS

Michelle Lambell  started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. 

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