Maili Wong has always embraced a challenge. Whether that was pursuing a career in neurosurgery, or, after shifting her focus to finance, moving to New York City to work on the trading floor of a prestigious Wall Street investment bank. But working in a building connected to the World Trade Center on the morning of 9/11 had a profound effect on Maili, forcing her to reevaluate her career path and consider what truly mattered.

In this episode, Maili and Brenda discuss her decision to leave her successful Wall Street career, the impact of AI on the wealth advisory industry—both positive and negative—and the qualities she looks for when hiring the next generation of financial advisors.