Ep. 6 From Corporate Comfort to a Bold Second Act with Tara Downey
In this episode of the Legacy Branding Podcast, host Laura Beauparlant sits down with Tara Downey, founder of Trū Insurance and Investments, who took the bold leap from a secure corporate career to build her own financial services practice during the pandemic.
Tara shares her journey of embracing entrepreneurship after 20 years in financial services, highlighting the challenges and rewards of leaving the familiar to pursue something deeply meaningful. Listen as Tara discusses the importance of creating an authentic brand, empowering clients with financial confidence, and the life-changing mindset shifts that come with betting on yourself at any stage in life.
Whether you’re considering a career change or are curious about the power of authenticity in business, this episode offers invaluable insights.
-
Tara Downey has been in the financial services industry for 20 years, with experiences spanning advisory and corporate roles. During this time it reinforced that financial advice and partnership in your financial journey is needed now more than ever! Amid the pandemic she took the leap to launch Trū Insurance and Investments, an Ontario based Financial Services practice. For Tara, it was time to take her knowledge and 20 years of experience and do more, have a more meaningful impact.
When Tara embarked on the journey to launch a financial services practice, she was very clear on the vision and the value she wanted to provide to clients ~ to share knowledge, to empower, to bring joy to the journey and to be an unbiased trusted guide. From Tara’s early years as a financial advisor to her years on the corporate side of the financial services business, Tara knew her passion for helping people was a driving force.
And not in a transactional way...rather by earning the trust of people, helping them navigate their personal money story and being there as a trusted guide through the important life moments. Tara is a no nonsense, no stuffy suit, jeans and heels kinda’ gal. She brings a methodical and calm (but fun) approach to the financial conversation!
www.tru-ii.com
@inspiredbytru
Trū Insurance & Investment Solutions Inc. -
00:00 Introduction and Welcome
00:43 Meet Tara Downey
01:23 Tara's Career Journey
02:31 Taking the Leap to Entrepreneurship
07:01 The Importance of Branding
09:25 Authenticity in a Male-Dominated Industry
12:46 Navigating Personal Money Stories
17:15 Tara's Vision and Advice
22:47 Conclusion and Contact Information