About
Welcome back to another Diary of a Financial Advisor segment of "Don't Retire... Graduate!" Joining Eric today is Akram Ibrahim, who brings a unique perspective to his role as the firm's lead trader.
His journey at BFG didn't start from a calculated career plan but rather from a serendipitous encounter at a career fair during his time at Stevenson University. Throughout our conversation, Akram and I discussed his unconventional path into the financial industry, where pure luck and an eagerness to learn fueled his growth.
He shared how his role as Lead Trader involves handling thousands of transactions a year, rebalancing portfolios, and conducting in-depth research to identify the best investment opportunities. We also explored Akram's educational journey, which includes an Accredited Portfolio Management Advisor designation and a Master's in Financial Services, which distinguishes him from typical financial advisors.
Akram shared his passion for serving his community and helping others succeed, emphasizing his mission to create efficiencies within the firm and better serve clients. His dedication to both personal growth and professional excellence shines through, as does his aspiration to enhance the lives of those around him.
5 Key Takeaways:
A Serendipitous Start: Akram's journey into the financial industry began unexpectedly at a college career fair, leading to a fulfilling 12-year career dedicated to learning and serving at BFG.
Unique Role as Lead Trader: Akram stands out in his role as the lead trader and research specialist, handling thousands of trades annually and overseeing significant financial responsibilities.
Commitment to Service: Service is at the heart of Akram’s mission, focusing on bettering the firm, community, and personal circles, emphasizing a servant leadership approach.
Educational Distinction: Akram holds a Master's in Financial Services and an accredited portfolio management advisor designation, setting him apart and equipping him with diverse expertise.
Future Goals: Akram aims to create efficiencies within the firm, ensuring growth and progression. His professional and personal aspirations align closely with his dedication to becoming an expert and serving the broader community effectively.
Thanks for joining us! If you enjoyed the show, please subscribe, leave a rating on your favorite podcast platform, and share it with your friends and family. We want to hear from you, so send your ideas for future topics to our Facebook page or tweet us at Brotman Planning. Stay tuned for more engaging guests and financial advice. Until next time, remember: don't retire, graduate!
Learn more about your ad choices. Visit megaphone.fm/adchoices
His journey at BFG didn't start from a calculated career plan but rather from a serendipitous encounter at a career fair during his time at Stevenson University. Throughout our conversation, Akram and I discussed his unconventional path into the financial industry, where pure luck and an eagerness to learn fueled his growth.
He shared how his role as Lead Trader involves handling thousands of transactions a year, rebalancing portfolios, and conducting in-depth research to identify the best investment opportunities. We also explored Akram's educational journey, which includes an Accredited Portfolio Management Advisor designation and a Master's in Financial Services, which distinguishes him from typical financial advisors.
Akram shared his passion for serving his community and helping others succeed, emphasizing his mission to create efficiencies within the firm and better serve clients. His dedication to both personal growth and professional excellence shines through, as does his aspiration to enhance the lives of those around him.
5 Key Takeaways:
A Serendipitous Start: Akram's journey into the financial industry began unexpectedly at a college career fair, leading to a fulfilling 12-year career dedicated to learning and serving at BFG.
Unique Role as Lead Trader: Akram stands out in his role as the lead trader and research specialist, handling thousands of trades annually and overseeing significant financial responsibilities.
Commitment to Service: Service is at the heart of Akram’s mission, focusing on bettering the firm, community, and personal circles, emphasizing a servant leadership approach.
Educational Distinction: Akram holds a Master's in Financial Services and an accredited portfolio management advisor designation, setting him apart and equipping him with diverse expertise.
Future Goals: Akram aims to create efficiencies within the firm, ensuring growth and progression. His professional and personal aspirations align closely with his dedication to becoming an expert and serving the broader community effectively.
Thanks for joining us! If you enjoyed the show, please subscribe, leave a rating on your favorite podcast platform, and share it with your friends and family. We want to hear from you, so send your ideas for future topics to our Facebook page or tweet us at Brotman Planning. Stay tuned for more engaging guests and financial advice. Until next time, remember: don't retire, graduate!
Learn more about your ad choices. Visit megaphone.fm/adchoices