Imogen Thain
Women’s Alliance Member
Future Financial Advisor
Quick 10:
#1 Tell us a bit about yourself and your work
I am currently a research analyst working remote with Kaizen Planning and Wealth Management and recently moved to Chicago.
#2 What has been the most rewarding aspect of starting your career as a financial advisor?
Without a doubt, the people. From the incredible women I’ve met through the Women’s Alliance, to my managing partners at Kaizen, the Externship, Women in ETFs and countless networking events, I had no idea just how connected and thriving this industry really is. Seeing so many talented, driven women genuinely championing each other’s success has been one of the most energizing and unexpected surprises of starting this career.
#3 What’s the most challenging part of entering the financial advisory profession?
Starting over is never simple and as a career pivoter I won’t pretend it’s been without its challenges. Breaking into a new field, building credibility from scratch and getting your name out there all takes time. I’m currently in the certification & licensing stage and looking for my next opportunity after relocating to Chicago in May, but with the mentors I’ve been lucky enough to have around me, I feel more confident about the road ahead than I did at the start. If you are looking for guidance, align yourself with an association who can provide coaching or mentoring. It’s very worthwhile for development; you don’t have to go it alone!
#4 What’s a piece of advice you’ve received that you find yourself returning to often?
My mentor Lawrence Taylor at ASU was one of the most formative influences during my time in Arizona. His advice was simple but powerful, ‘always stay curious, always keep learning’. He had a way of pushing me to dig deeper and reach higher and that mindset has never left me. As I build my career in financial advising, it’s something I carry with me every single day.
#5 What’s one way a female has positively influenced your professional or personal growth?
Through the Women’s Alliance, I was paired with Jessica Bailey at UBS as my mentor, and it’s been one of the most valuable experiences of my career so far. Over the past year she has helped me feel grounded, focused and genuinely excited about the path ahead. She is a great role model; masterful in her practice, generous with her knowledge, and a constant source of inspiration when it comes to building credibility and a professional network. The way she approaches her work is something I aspire to. I’d love nothing more than to follow in her footsteps and mentor someone else the way she has mentored me.
#6 What unexpected skill, hobby, or practice brings you joy right now?
Ice baths. Yes, really. I’m not going to pretend I’m jumping in one every morning, but as an occasional reset button, nothing comes close. It’s brutal for about thirty seconds and then suddenly everything feels possible again. Highly recommend.
#7 Describe a unique strength or superpower you have that rarely shows up on a résumé.
Resilience. Moving from the UK to Arizona with very little familiarity, pivoting careers and relocating to Chicago – none of it has been particularly linear. But somehow, I’ve managed to keep a sense of humor and a focus which I think counts for a lot.
#8 What’s a daily or weekly ritual you rely on to feel grounded?
Hot yoga, without a doubt. I discovered it four years ago as a way to shake off the Sunday scaries before the working week, and I’ve never looked back. Something about the heat forces you to be completely present (no mental to-do lists, no noise) just you, the room, and your breath. It’s as much a mental reset as a physical one.
#9 Share your three all-time favorite books.
The Power of Geography by Tim Marshal
A fascinating look at how the physical world (mountains, rivers, coastlines and borders) shapes the politics and power of nations. If you’ve ever wanted to understand why the world works the way it does, this book is a great place to start.
The Long and Beautiful Game of Roger Federer by Christopher Clarey
Biography of Roger Federer that goes beyond the highlights tracing his journey from restless kid to the most elegant player the sport has ever seen. Whether you’re a tennis fan or not it’s a great read about excellence, longevity and what it really takes to be the best.
I Capture the Castle by Dodie Smith
A story told by seventeen-year-old Cassandra’s diary, growing up in a crumbling English castle with her wonderfully eccentric family. It’s funny, romantic and quietly wise, it’s a British classic that feels like a warm hug.
#10 If you could host a themed girls’ night, what would the theme be?
Après-Ski in the living room – cozy ski lodge vibes, alpine drinks, hot cocktails, fondue, 2000s playlist (Girls Aloud, Amy Winehouse, Arctic Monkeys), and everyone in their best ski jumpers!!
