Finance and Meaning with Wallis Wilkinson Tsai

Can meaning successfully drive merit in the financial world? Ask Wallis Wilkinson Tsai. Wallis spent over 10 years at Goldman Sachs as an investment banker and hedge fund investor and then founded her own values-based independent insurance brokerage agency: AboveBoard Financial. She also teaches at Harvard Business School.

We were so excited to interview Wallis and learn her how's and why's of aligning one's values with their pursuit of professional excellence and success - even in the financial world, which is often thought of as being barren of meaning and values. Drawing from her own experiences, Wallis shares tips on setting boundaries, navigating challenges, and staying true to oneself in the face of adversity. She also delves into her specific line of work, discussing the profound impact she has seen (both personally and professionally) of safeguarding what is personally meaningful.

Tune in to hear Wallis' inspiring journey, gain practical advice on balancing meaning and merit, and explore the transformative power of purpose-driven action in the financial landscape.

Key Themes:

The Importance of Finding Meaning in Work (06:24.000)

Balancing Perfectionism and Meaning (10:40.000)

Motivational Energy (15:06.000)

The Value of Protecting What is Meaningful (24:41.000)

On Founding a Meaning-Driven Company (30:26.212)

Overall Advice for Balancing Meaning and Merit (33:10.000)

References made in this episode:

Above Board Financial: https://www.aboveboardfinancial.com/