Beyond Advisory

Inspirational conversations in our podcast

From Banker to Advisor: What It’s Like to Start from Scratch After 20 Years

In this new episode, our guest is Lucie Kreperátová, a financial advisor at Stone & belter and a former banker with more than 20 years of experience. We talk about why she decided to leave the security of the banking world behind and start over in financial advisory.

Lucie openly shares what her first months in business were like, how she went about finding clients, and the key differences between working at a bank and providing independent financial advice.

In this episode, you’ll learn:

  • why Lucie decided to leave banking after more than 20 years,
  • what it was like to start over as a “junior,”
  • what she sees as the main difference between banking and financial advisory,
  • why a mortgage should always fit into a broader financial plan,
  • and why having a financial cushion, courage, and perseverance is essential when making the transition to entrepreneurship.

Lucie’s story shows that it’s never too late to make a major career change—even if starting over isn’t always easy.

Stone & belter blog

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