Behind the Advice

What working in high-end hotels taught Natalie Jamison about wealth management

Episode Summary

Natalie Jamison’s first career was in luxury hotels. She loved the work, but the hours made it hard to picture the family life she wanted. When she moved into wealth management, she brought the best of hospitality with her: a focus on making people feel looked after and understood. In this episode, she tells Brenda how her mother’s misunderstanding about an investment led Natalie to make financial literacy a cornerstone of her practice. They also talk about why she worries about the rise of finfluencers and why she likes to throw a few punches after a stressful day.

Episode Notes

Natalie Jamison’s first career was in luxury hotels. She loved the work, but the hours made it hard to picture the family life she wanted. When she moved into wealth management, she brought the best of hospitality with her: a focus on making people feel looked after and understood.

In this episode, she tells Brenda how her mother’s misunderstanding about an investment led Natalie to make financial literacy a cornerstone of her practice. They also talk about why she worries about the rise of finfluencers and why she likes to throw a few punches after a stressful day.