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Mastering Investment Banking and Financial Strategies

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Show Notes

Today, I have joined myself, someone twenty years into a successful career as an investment banker, primarily focused on the financial services industry, after spending seven years as a financial auditor in public accounting. She is an insurance investment banking expert, advising companies and regulators on mergers & acquisitions, financings, capital strategies, valuation, restructuring, private placements, due diligence, and other transactions. She has developed an in-depth knowledge of all forms of corporate insurance and financial services transactions and financings in the debt and equity markets.

Ms Vandecruze has worked on numerous restructurings, debt and equity offerings (including IPOs), M&A transactions, demutualisations, and regulatory projects in the global life and P&C reinsurance and insurance markets and, more broadly, in financial services. Grace has delivered advisory expertise on over $25 billion of insurance transactions. She has a passion for financial literacy and empowerment and has authored the internationally best-selling book, “Homeless to Millionaire, 6 Keys to Uplift Your Financial Abundance. Let’s welcome Grace Vandercruze. This heartfelt episode explores the wisdom passed down from generation to generation and how it shapes our goals and aspirations.

Our guest shares invaluable lessons from their grandmother, emphasising the importance of dreaming beyond current circumstances and planning for a lasting legacy. Dive into the principles of financial abundance, including the crucial role of insurance in securing and multiplying wealth for future generations.

This episode is a must-listen for anyone looking to build a secure and prosperous future.

COMMUNITY CONNECTION, brought to you by ⁠henekawatkisporter.com⁠. This segment is where we invite you, our community, to share your feedback, reviews, testimonials, or questions with our guests. Today’s feedback question comes from Burt Villarreal on LinkedIn. How can the younger generations under 30 prepare for retirement and create lifetime income as present retirees have?

TRENDING NOW In financial services, financial literacy and empowerment are trending topics that are gaining significant traction globally. A recent Global Financial Literacy Excellence Center survey revealed that only 33% of adults worldwide are financially literate, underscoring the urgent need for enhanced financial education. This trend aligns with the rise of financial literacy programs and resources to bridge this knowledge gap. Notably, women and young adults are increasingly seeking financial education, with a 45% rise in enrollment in online financial literacy courses over the past two years.

Thank you for tuning into this episode of The Entrepreneurial You. If you enjoyed the show, subscribe to Spotify and Apple Podcasts, leave a rating, and share it with your friends. Until our next episode, I invite you to visit my website at ⁠henekawatkisporter.com,⁠ where you have a free eBook waiting for you on how to conduct podcast interviews like a pro… speaking of the website; I want to give a special shout-out to Next Step for redoing it and making it so lovely. Are you considering starting your website from scratch or renovating your current one? Check out the team at Next Step at… Remember to send me your feedback at heneka@henekawatkisporter.com

CONTACT Grace: Instagram:https://www.instagram.com/gracevandecruze/; Twitter: ⁠https://x.com/GraceVandecruze⁠; Linkedin:https://www.linkedin.com/in/gracevandecruze/; Facebook: https://www.facebook.com/gracevandecruze

Affirm with me: I am financially savvy and capable of making informed, strategic decisions.

Dive into the latest episode of The Entrepreneurial You podcast, where we uncover the transformative power of mentorship and coaching with our esteemed guest, a seasoned entrepreneur whose early setbacks paved the way for enduring success.

**Learning from Setbacks: The Mentorship Advantage**

– Early Struggles: Our guest reflects on the initial challenges faced when starting alone and the realization that solo efforts led to regression rather than progression.

– The Mentorship Turning Point: Discover the pivotal moment when our guest embraced the need for guidance and how this decision became a cornerstone strategy throughout their entrepreneurial journey.

– Navigating Transitions: Learn how seeking out mentors and coaches with each new venture or career shift can safeguard against significant pitfalls and foster triumphs.

– The Role of Mentorship in Success: Gain insights into how the right mentor or coach can accelerate your path to success and help you avoid the missteps that can hold you back.

Connect with today’s guest and find a mentor who can help steer your entrepreneurial ship towards success.

Closing Thoughts:
Thanks to our guest for sharing their journey and mentorship’s invaluable role in their achievements. To our listeners, remember that you don’t have to go it alone; mentors can be your compass to success.

Stay tuned for more episodes of The Entrepreneurial You and embrace the collective wisdom that can drive your business forward.

Affirmation:
I seek wisdom and guidance, harnessing the collective experience to fuel my entrepreneurial ascent.

For more information and resources from today’s episode, visit our website at henekawatkisporter.com. Engage with us on social media; we’re active on Heneka Watkis-Porter.

Remember: Stay engaged, stay entrepreneurial!

Picture of Author: Heneka Watkis-Porter
Author: Heneka Watkis-Porter

When I'm not podcasting, speaking, coaching or hosting first-class conferences (think Leadercast & She Leads co-founded with the Jamaica Stock Exchange), I'm passionate about helping women thrive and walk in their God-given purpose through Grace to Grow Mentorship and Training.

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