We\u2019re thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like many others on the show before her, Lucy took a meandering path to where she is today. She started her career as a retirement actuary, spent some time as a non-profit coordinator in Fiji, then moved into the RIA space and pursued her CFP\xae designation.\xa0
Now several years later, Lucy lives in Bozeman, MT, where she leads a 14-member team. Lucy discusses how she was able to successfully make those career pivots (hint: it involved a lot of hustle and leaning in) and how those pivots have brought her to where she is today\u2014a place and position she really loves. She shares when she questioned her \u201cwhy\u201d and how she continued to imagine and work towards a better, more fitting position for herself. Lucy\u2019s tips aren\u2019t just limited to those in the financial services industry; they\u2019re universal. Listen in as she shares how to carve out a place for yourself, how to hone your mental resilience, and how to manage a high-performing team. As someone who was always used to executing, Lucy also offers sage advice about how to transition from a doer to a manager of doers.\xa0
If you\u2019re struggling to find a position that\u2019s the right fit for you, then you won\u2019t want to miss this episode.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/279\xa0\xa0\xa0\xa0\xa0\xa0