204 - Transforming Financial Mindsets with Priya Chanduraj, FinTeam CEO

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.