Conversations with Erica
Conversations with Erica
Podcast Description
Conversations with Erica is a podcast for purpose-driven people who want to live, work, and lead with greater clarity, authenticity, and joy. Each episode features honest conversations with thoughtful guests about navigating change, making meaningful pivots, and living in alignment with your values. From career shifts to personal growth, these discussions offer insights and inspiration for anyone seeking impact without burnout—and a life that feels like your own.
Podcast Insights
Content Themes
The podcast covers topics such as career transitions, personal growth, and authenticity in leadership, with episodes like 'Living with No Regrets' featuring Diane Ivey discussing values-led careers and 'Chasing Your Now' with Chuck Spidell exploring creative pivots and identity.
Conversations with Erica is a podcast for purpose-driven professionals who want clarity in their careers, leadership, and lives. Each episode explores real stories and practical insights on navigating transitions, building authentic leadership, and making aligned decisions. If you’re seeking meaningful impact without burnout, you’ll find grounded guidance and inspiration here.
Episode Summary
What does it really mean to be in the people business?
In this episode of Conversations with Erica, I speak with private wealth manager and professor Kashif Ahmed about the human side of financial planning. We explore trust, risk, entrepreneurship, financial literacy, networking, and the mindset required to build both a business and a meaningful life.
This conversation goes beyond money. It touches on discipline, relationships, leadership, and the kind of long-term thinking that supports both professional success and personal fulfillment.
Topics We Discuss
• Why wealth management is fundamentally a relationship business
• The role of trust in financial planning and leadership
• Removing emotion from financial decisions
• Fear and greed in money management
• Career pivots and taking calculated risks
• What entrepreneurship really requires
• Networking as contribution, not extraction
• Why multitasking reduces effectiveness
• The power of persistence and self-belief
• Building a legacy that extends beyond financial success
About Kashif Ahmed
Kashif Ahmed, MBA, MSF, PGDMS, CFP®, is the Founder and President of American Private Wealth, LLC®. Born in Pakistan and raised in Kuwait before escaping the Iraqi occupation, Kashif brings a global perspective shaped by resilience and adaptability.
His career spans consulting with multinational corporations including Royal Dutch Shell, Chase Manhattan Bank, Citibank Global Relationship Banking, Fleet Bank, John Hancock, Iron Mountain, The World Bank, and the Government of Uzbekistan. He also pioneered the design of a fully automated, web-based, multi-currency supply chain risk management system.
In addition to leading his firm, Kashif teaches graduate-level finance and investments and has been mentoring professionals since 1999.
Learn more about Kashif and his firm:
American Private Wealth ➔
Reflecting on Your Own Career or Leadership Direction?
If this conversation sparked reflection about your own career growth or leadership direction, you may find my coaching resources helpful. I work with purpose-driven professionals and leaders navigating career transitions, leadership decisions, and meaningful change.
Or start with a guided reflection ➔
Disclaimer
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