WATCH THE EPISODE BELOW:
EPISODE PREVIEW:
It’s hard to believe we’re already celebrating three years for Alexander Legacy Private Wealth, but it’s been an amazing journey that we’re incredibly proud of. Today we’re giving JaQ the chance to share her story, discuss our great partnership with the Carson Group, and talk about the importance of independence in wealth management.
JaQ also shares valuable insights on how her decades of experience have shaped her approach to recruiting and mentoring wealth advisors. Along with Dr. Chan, we’ll spend time on the significance of financial literacy, mentorship, and the various career opportunities within the financial services industry. We hope this episode provides actionable advice and inspiration for building a successful career in wealth management.
Here’s what we discuss in this episode:
0:00 – Intro
1:13 – 3-year anniversary of Alexander Legacy
3:32 – Relationship with the Carson Group
6:00 – Recruiting wealth advisors
10:08 – JaQ’s advice for young wealth advisors
18:24 – Independence
22:15 – Big takeaways
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Learn more about Legacy Lessons & the JaQperience on our website – https://bit.ly/3umOELy
