Mark and finance industry leader Priya Chanduraj of FinTeam explore the multifaceted world of finance, emphasizing the importance of financial literacy, the changing landscape of currency, and the integration of AI in financial practices. They discuss the psychological aspects of money, the need for a shift in how finance is perceived, and the role of music in their lives. Priya shares insights on her ideal client profile and the significance of professional engagement for personal growth.
Learn more about FinTeam on their website, finteam.one!
Reach Priya at pchanduraj@finteam.one and connect with her on LinkedIn!
Takeaways
- Financial literacy should be taught from an early age.
- AI can help finance professionals focus on strategic thinking.
- Money triggers anxiety for many people; shifting the focus to value can help.
- The future of currency is leaning towards digital and crypto.
- Every business, regardless of size, needs to understand its finances.
- Engagement in professional organizations can enhance personal growth.
- Music plays a significant role in personal and professional life.
- Helping clients understand their finances leads to better decision-making.
Chapters
- 03:13 Changing Perspectives on Finance
- 05:59 The Importance of Financial Literacy
- 08:51 Leveraging AI in Finance
- 12:14 The Psychology of Money
- 15:09 The Future of Currency and Digital Finance
- 17:51 Understanding the Ideal Client Profile
- 21:10 The Intersection of Music and Finance
- 24:07 Personal Growth Through Professional Engagement
- 26:54 Connecting with Priya and Closing Thoughts
Affiliate Links:
Unleashing the Power of Respect: The I-M Approach by Joseph Shrand, MD
This episode is brought to you in part by SecuriTitle, a fractional paralegal service assisting with all things real estate in Massachusetts and New Hampshire.
