1. Tell us about an impactful experience that influenced your purposeful career. (highlight Fifty Cents Story and the power of seeking experiences, wins and failures)

2. 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!”)

3. 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!)

4. 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)

5. 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/

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https://missionmatters.com/author/Marguerita-Cheng/