After years of long hours in finance, William Chan realized his career was costing him precious time with his family. When the pandemic gave him a chance to rethink his priorities, he made a bold move: leaving corporate finance to become an independent financial planner. He and Brenda discuss what led him to take that leap, how he talks to his children about money and how artificial intelligence is changing the way financial planners work with clients.
After years of long hours in finance, William Chan realized his career was costing him precious time with his family. When the pandemic gave him a chance to rethink his priorities, he made a bold move: leaving corporate finance to become an independent financial planner.
He and Brenda discuss what led him to take that leap, how he talks to his children about money and how artificial intelligence is changing the way financial planners work with clients.