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.

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

RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH