I had the opportunity to complete my second research interview last week with Mr. Joseph Williams, who currently works as a financial advisor at Morgan Stanley. Through this interview, I was able to learn a lot about the client side of corporate finance, such as how to assess a client's needs in order to tailor a plan for them and how to maximize a client's returns while minimizing risk. We were even able to discuss the impact of artificial intelligence within the field of finance. I really enjoyed this interview because Mr. Williams's stories and experiences that he shared were very interesting to me. It was also my first in-person interview, so it was still somewhat of a new experience for me.
Moving forward, I still need to find another professional to conduct a third interview with. I have been contacting professionals via LinkedIn and phone but haven’t received any responses. I also need to keep in mind that I need to select a mentor by the end of the semester.
Finally, this week, I will be presenting my research speech, which brings together all of what I have learned so far in ISM, including my secondary and primary research.