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Listen "5 Effective Steps for a Smooth Career Transition with Alejandra Slatapolsky"
Episode Synopsis
Check out Jeremy’s latest podcast on career transitions by listening on “Apple Podcasts” or “Google Podcasts” or read below for 5 Effective Steps for a Smooth Career Transition.
#66 – Retirement from your current job does not necessarily mean retiring off to a rocking chair on a porch or playing golf forever.
A lot of people continue to pursue their passion after retirement. In fact, it can be a good source of additional retirement income!
However, such a career transition can come with a lot of challenges if you’re not prepared for it.
In this episode, Jeremy Keil speaks with Alejandra Slatapolsky, strategic partner at Scalto. They discuss actionable steps to help you prepare for a career transition, especially if you decide to break away from the corporate world and work on your career.
Alejandra discusses:
The “drivers vs. drainers” exercise to help you determine your next career path
LinkedIn networking tips to help you accelerate your new career
How to demonstrate your core value proposition by sharing your thought leadership
Why sharing your “secret sauce” actually benefits your business
And more
5 Effective Steps for a Smooth Career Transition
1) Find What You Enjoy
It’s important that you enjoy your new career path.
Before your career transition, think of your current role and ask yourself: “What propelled me through that path?” Was it the drive to move up the ranks, or was it in pursuit of a particular passion?
There is also a simple exercise that Alejandra Slatapolsky shares on our Retirement Revealed podcast to help you identify your new career path.
Grab a sheet of paper and draw two columns:
a) Drivers: Includes activities that fill you up with energy throughout the day
b) Drainers: Includes activities that deplete your energy throughout the day. This could be an emotionally draining activity or simply one that you don’t like doing.
Based on these drivers and drainers, you can decide what career path might work best for you during retirement.
On a side note, the benefits of this exercise are not limited to retirees. People of all ages can use it to reflect on their ideal career!
2) Articulate Your Core Offering and Value Proposition
Before you speak with potential clients or fellow professionals, you need to be clear on your value proposition.
In simple words, it should answer the question: “What can you do for your audience?”
This involves a process (that you’ll take your clients through) and a result (a benefit you provide or a problem you can solve).
Once you know your core offering, it becomes much easier to have conversations with clients and create your digital content.
3) Network! Network! Network!
Never underestimate the person in front of you. You never know who that person knows or what they may become in the future!
Building a vast professional network is key to your success in your new career.
As networking is an ongoing activity that you’ll be doing throughout your career, it’s important to find a way to network that you enjoy.
For some people, it might be through networking parties. For others, it might be through golfing. You can even find opportunities to network one-on-one with people.
For example, Lunchclub is a great platform that connects people with similar interests.
Another popular way to network is through LinkedIn. Engage with other people’s content, comment on their posts, or even message them directly to discuss any opportunities to work together.
4) Thought Leadership: Show What You Know
On LinkedIn, if you have a history of sharing quality thought leadership consistently, it can attract more clients.
So, feel free to share your value proposition, what you can do for your audience, your insights on the overall industry, or even a research paper — in whatever capacity you can.
Even if it is only a few times per week, it can help you build new connections.
5) Don’t Be Afraid to Reveal Your “Secret Sauce”
Every chef has a secret sauce.
Similarly, every consultant/business owner might have their secret sauce, such as a unique process to help clients.
At Keil Financial Partners, we believe in openly sharing our 5-step Retirement Income Plan. We also share our retirement planning philosophies and strategies through our blogs and podcasts!
Although it might seem counter-intuitive, sharing your secret sauce can potentially benefit your business in the long run. It shows that you know how to take the complex and break it down in ways that can benefit your clients.
People are more likely to buy easy to understand solutions from smart people that know how to explain things well. Turn your secret sauce into a process, and share that process with the world!
___________________________________________________________________________
Don’t forget to check out the resources below to help you make your career transition easier!
If you have any questions, feel free to contact us or connect with our guest Alejandra Slatapolsky through the information provided below!
Resources:
The Biz of Wealth
Lunchclub
The 5-step Retirement Income Plan
3 Things You Should Know Before Choosing A Financial Advisor
6 Questions Retirees Aren’t Asking But Should Be
Subscribe to Retirement Revealed on Google Podcasts
Subscribe to Retirement Revealed on Apple Podcasts
Connect With Alejandra Slatapolsky:
[email protected]
Scalto
LinkedIn: Alejandra Slatapolsky
Connect With Jeremy Keil:
[email protected]
(262) 333-8353
Keil Financial Partners
LinkedIn: Jeremy Keil
Facebook: Jeremy Keil
LinkedIn: Keil Financial Partners
About Our Guest:
For more than 18 years, Alejandra Slatapolsky has designed successful marketing and communications strategies drawn from her background in financial technology, marketing, online strategies, journalism, public relations, and event planning. Her career spans diverse industries, including financial services, technology, education, publishing, and event planning in the U.S. and Latin America.
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Disclosures
Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
For important disclosures visit: https://keilfp.com/disclosures/
===
#66 – Retirement from your current job does not necessarily mean retiring off to a rocking chair on a porch or playing golf forever.
A lot of people continue to pursue their passion after retirement. In fact, it can be a good source of additional retirement income!
However, such a career transition can come with a lot of challenges if you’re not prepared for it.
In this episode, Jeremy Keil speaks with Alejandra Slatapolsky, strategic partner at Scalto. They discuss actionable steps to help you prepare for a career transition, especially if you decide to break away from the corporate world and work on your career.
Alejandra discusses:
The “drivers vs. drainers” exercise to help you determine your next career path
LinkedIn networking tips to help you accelerate your new career
How to demonstrate your core value proposition by sharing your thought leadership
Why sharing your “secret sauce” actually benefits your business
And more
5 Effective Steps for a Smooth Career Transition
1) Find What You Enjoy
It’s important that you enjoy your new career path.
Before your career transition, think of your current role and ask yourself: “What propelled me through that path?” Was it the drive to move up the ranks, or was it in pursuit of a particular passion?
There is also a simple exercise that Alejandra Slatapolsky shares on our Retirement Revealed podcast to help you identify your new career path.
Grab a sheet of paper and draw two columns:
a) Drivers: Includes activities that fill you up with energy throughout the day
b) Drainers: Includes activities that deplete your energy throughout the day. This could be an emotionally draining activity or simply one that you don’t like doing.
Based on these drivers and drainers, you can decide what career path might work best for you during retirement.
On a side note, the benefits of this exercise are not limited to retirees. People of all ages can use it to reflect on their ideal career!
2) Articulate Your Core Offering and Value Proposition
Before you speak with potential clients or fellow professionals, you need to be clear on your value proposition.
In simple words, it should answer the question: “What can you do for your audience?”
This involves a process (that you’ll take your clients through) and a result (a benefit you provide or a problem you can solve).
Once you know your core offering, it becomes much easier to have conversations with clients and create your digital content.
3) Network! Network! Network!
Never underestimate the person in front of you. You never know who that person knows or what they may become in the future!
Building a vast professional network is key to your success in your new career.
As networking is an ongoing activity that you’ll be doing throughout your career, it’s important to find a way to network that you enjoy.
For some people, it might be through networking parties. For others, it might be through golfing. You can even find opportunities to network one-on-one with people.
For example, Lunchclub is a great platform that connects people with similar interests.
Another popular way to network is through LinkedIn. Engage with other people’s content, comment on their posts, or even message them directly to discuss any opportunities to work together.
4) Thought Leadership: Show What You Know
On LinkedIn, if you have a history of sharing quality thought leadership consistently, it can attract more clients.
So, feel free to share your value proposition, what you can do for your audience, your insights on the overall industry, or even a research paper — in whatever capacity you can.
Even if it is only a few times per week, it can help you build new connections.
5) Don’t Be Afraid to Reveal Your “Secret Sauce”
Every chef has a secret sauce.
Similarly, every consultant/business owner might have their secret sauce, such as a unique process to help clients.
At Keil Financial Partners, we believe in openly sharing our 5-step Retirement Income Plan. We also share our retirement planning philosophies and strategies through our blogs and podcasts!
Although it might seem counter-intuitive, sharing your secret sauce can potentially benefit your business in the long run. It shows that you know how to take the complex and break it down in ways that can benefit your clients.
People are more likely to buy easy to understand solutions from smart people that know how to explain things well. Turn your secret sauce into a process, and share that process with the world!
___________________________________________________________________________
Don’t forget to check out the resources below to help you make your career transition easier!
If you have any questions, feel free to contact us or connect with our guest Alejandra Slatapolsky through the information provided below!
Resources:
The Biz of Wealth
Lunchclub
The 5-step Retirement Income Plan
3 Things You Should Know Before Choosing A Financial Advisor
6 Questions Retirees Aren’t Asking But Should Be
Subscribe to Retirement Revealed on Google Podcasts
Subscribe to Retirement Revealed on Apple Podcasts
Connect With Alejandra Slatapolsky:
[email protected]
Scalto
LinkedIn: Alejandra Slatapolsky
Connect With Jeremy Keil:
[email protected]
(262) 333-8353
Keil Financial Partners
LinkedIn: Jeremy Keil
Facebook: Jeremy Keil
LinkedIn: Keil Financial Partners
About Our Guest:
For more than 18 years, Alejandra Slatapolsky has designed successful marketing and communications strategies drawn from her background in financial technology, marketing, online strategies, journalism, public relations, and event planning. Her career spans diverse industries, including financial services, technology, education, publishing, and event planning in the U.S. and Latin America.
===
Disclosures
Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
For important disclosures visit: https://keilfp.com/disclosures/
===
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