Newsletter 8 - August 2024

Welcome to the August newsletter where you can find out how our first webinar went. 

PWFO Webinar Series 

PWFO held the first of a 5-Part Mini-Series by Dan Dobry and Ayoob Rawat titled “A Career in Financial Services.”
It was refreshing having Dan, who was well appreciated by those who do not know him yet. The quality of the interventions was good.

For those interested, the recording of the conference can be viewed by clicking here.

In the first session we explored the various career paths available within the Financial Services sector.
We discussed the roles and responsibilities associated with some of the different positions.

In the next sessions we will cover:

Part 2: Improving Your Chances of Landing Your Dream Job
• Learn where to look for job opportunities and how to approach the job market.
• Emphasize the importance of proactive job searching, as highlighted by the famous British Minister of Employment's quote, "onyerbike."

Part 3: Debunking Myths About Qualifications
• Address the misconception that you need an MBA or be a rocket scientist to succeed in Financial Services.
• Highlight the importance of skills, passion, and practical experience over formal qualifications.

Part 4: Essential Skills for Success
• Identify the key skills needed to excel in the Financial Services industry.
• Discuss how to develop and enhance these skills to stand out in your career.

Part 5: Setting Up Independently
• For those interested in starting their own venture, explore the necessary organizational structures.
• Provide guidance on the steps to take when setting up independently and the challenges to anticipate.

By following this series, participants will be better equipped to chart their path to a successful and exciting career in the Financial Services sector.

We look forward to your participation in the next session.

PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise. <

Find out more about the PWFO Thought Leader Program 

In case you missed our July posts, here's a recap: 

• The Importance of Creating Wealth for Ourselves

Creating wealth is a fundamental aspect of life that intersects with our deepest values and needs...

• Maintaining Independence in Your Private Wealth & Family Office Services

Stay ahead of the curve and secure your family’s future with independent, personalized, and flexible strategies...

• Financial independence is a vital component of overall well-being alongside Health.

Private clients and families directly and indirectly own all the money and credits in the world...