Managing Your Practice Jill Schlesinger on the Power of the Pivot
Aug 22, 2025
Jill Schlesinger, an Emmy-award winning business analyst for CBS News and author of The Great Money Reset, shares her insights on navigating career pivots. She discusses the emotional and financial aspects of change, emphasizing the importance of empathy and trust in advisor-client relationships. Jill reflects on her transition from financial advisor to media expert and explores how the pandemic reshaped workplace dynamics. Listeners gain valuable strategies for achieving financial independence and meaningful reinvention, making it a must-listen for anyone considering change.
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Raised Amid Traders And Conservative Values
- Jill Schlesinger grew up with a trader father and conservative parents which shaped her cautious money habits.
- Early responsibility for custodial college accounts taught her direct stewardship of finances.
Accidental Owner Who Loved Client Work
- Jill accidentally became a co-owner of a financial planning firm after shadowing a planner and buying in when encouraged.
- She found the emotional, therapist-like side of planning more compelling than technical investing work.
Empathy Trumps Technical Showmanship
- Great advisors meet clients where they are, listen, and show empathy without judgment.
- Technical skill matters less than empathy, listening, and helping clients choose steps toward their goals.
