In today’s newsletter we’re going to cover:

  • 5 Steps to Making a Successful Career Pivot
  • How to Find True Fulfillment in Your Life & Career
  • 2 Quotes I’m Loving

How To Successfully Pivot In Your Career

One of the most common questions I get asked is:

“How do I transition out of my current career, into a new one without having to start over, or take a pay cut, or take a significant step backwards?”

Transitioning out of a career (which you’ve worked in for years) can seem overwhelming and scary.

The common misconception is you’ll have to take a step back to make the pivot.

That’s not always true.


In the case that it might be for you, I’d like to share a powerful quote by Adam Grant:

“It’s better to lose the past 2 years of progress than waste the next 20”

But let’s talk about how you can do it without taking a step back:

Not too long ago, I helped a client named Anna pivot out of Mechanical Engineering into Finance Strategy.

Not only did she not have to take a step back, but she actually made a huge jump forward and her salary went from $94k to $187k.

⁣You might think this is uncommon, but it actually isn’t, especially if you have some work experience already under your belt. ⁣

Now, there are many ways to make a successful career transition, (i.e., going back to school, getting a certification, taking a bootcamp course, etc.,) but Anna avoided those options altogether and instead did the following 5 things:

Step #1: She performed a Career Audit

In this audit, she took a look at the following:

  • What were her tangible skills
  • What were her intangible or soft skills
  • What were her strongest transferable skills and experiences
  • What did she do at work that brought her joy
  • What did she do at work that brought frustration

From this exercise, she was able to identify several career options that she could naturally step into:

  • Project Management
  • Program Management
  • Strategy & Ops (specifically in Finance)

Step #2: She studied each option

She researched each role & the career trajectory for each because she wanted to figure out what her career could look like 5 years from now for each of the paths.

Then she asked herself if she would enjoy that (because it’s not just about your next job, it’s also about what that next job can lead to afterwards).

So she started taking informational calls with people who were in those career paths now (some were in our network, and others she reached out to cold)

She asked them the following questions:

What’s your day-to-day look like?

What do you like/dislike about the opportunity?

What intellectually stimulates you about this job and what doesn’t?

What do next steps look like for you being on this career path?

Step #3: She picked just ONE job

The best part of taking informational calls + research was that her intuition kicked in almost immediately.

She realized that she would not like Project or Program Management based on how similar it was to what she identified as not enjoying during her audit.

Now Strategy & Ops was the clear winner. It resonated with her values, what she enjoyed, and she just knew it was where she wanted to go.

Step #4: She re-wrote her resume and LinkedIn profile

She re-wrote her resume and LinkedIn profile to highlight the following:

  • Transferable skills
  • Transferable experiences
  • Transferable projects & relevant outcomes
  • All of these emphasized the strategy piece vs. the tactical piece

Step #5: She established relationships with hiring managers

Instead of working directly with Recruiters, she first established relationships with the hiring managers ⁣because:

  • Recruiters are commonly taught to think in binary terms… they are often either too lazy, or don’t know how to bridge the gap between your current skills and what their employer needs. ⁣
  • Conversations with Hiring Managers were much more eventful. They knew that not only was she strong technically, but she had a lot of the favorable experience they were looking for.
  • They could bridge the gap between what she did and what they needed.
  • This all led to interviews (and of course we prepared her for all of her interviews )

So if you find yourself wanting to make a career pivot and you’re fearful of having to take a step back, just remember that not all pivots are designed equal.

It requires research and formulating a plan that helps you to step into something that allows you to play to your strengths.

The plan above is what we used for Anna, and many others who also made successful pivots without having to take a step back (in title, or comp).

If you want our help, you can always book a free private 45-mins strategy call here here.

If I’m familiar with your background, I’ll hop on a call with you to
– discuss a strategy that’s right for you
– help you identify some relevant career paths you can consider

If I don’t believe I can help you, I’ll send you some resources that could get you headed in the right direction.

The Art of Fulfillment vs The Science of Achievement

    Earlier this week, Katie delivered an awesome training on how you can find fulfillment in your career and life.

    I‘ve never seen such positive responses and the DM’s that came my way were full of gratitude.

    The frameworks she shared are perfect for those who have (or are aspiring to) achieve a high-level of success, yet still lacking joy and fulfillment.

    I’d encourage you to set aside 45-mins of your time to watch it. I know you won’t regret it. Watch Here

    Also – the framework she walks you through in the training can be found here: Download Your Free Mindset Pack

    2 Quotes I Love:

    Both of these quotes are from Brad Stulberg from his book, The Practice of Groundedness.

    Brad explains that most people will succumb to a bad day, a bad emotional state, or a negative event. Instead, it is important to understand that the human understanding of the relationship between your actions and your mood are usually backwards. He writes:

    “You cannot always control your circumstances, but you can always control how you respond. You don’t need to feel good to get going. You need to get going and then you’ll give yourself a chance at feeling good. Mood always follows action”

    When something is going in a direction that you don’t like, Brad suggests saying the following phrase to yourself:

    Remind yourself: “This is what is happening right now. I’m doing the best I can.”

    I hope that you enjoyed this week’s newsletter and let me know if there is something you’d like me to write about in the future.

    Cheers to the week ahead! 


    Whenever you're ready, there are 4 ways we can help:

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