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- Tell us about an impactful experience that influenced your purposeful career. (highlight Fifty Cents Story and the power of seeking experiences, wins and failures)
- What are some of the frameworks you apply to life and career? (highlight two influential quotes and what I say to my kids everyday, “learn something, help someone, and have some fun!”)
- There’s a lot of talk about AI taking over financial services: what say you? (highlight my definition of AI as “Augmented Intelligence” for humans and cite a widow’s story that demonstrates financial services best done with relationships and the power of empathy!)
- What excites you about the future of finance and careers? (highlight real conversations with students and mentees, whether a Finance student (or a child or grandchild) you don’t want to sit behind a desk all day; CB Insights email subscription)
- Ethical Decision-Making and the Great Payoff (Read Brayden’s college essay.)
Michael Hakerem is a founder of Empowered Portfolios® and Glenwood Financial Partners. He has nearly 30 years of experience in private wealth management and custom portfolio design, and has built award-winning financial technologies for securities research and portfolio management. As a client advocate, Michael is passionate about shaping a trustworthy, forward-thinking financial industry through client-centric stewardship and education. Follow @MichaelHakerem on Twitter and LinkedIn, where he highlights a useful tid-bit now and then. Learn more at: GlenwoodFP.com and EmpoweredPortfolios.com
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng/
