The Power of Building a Community

The president, CEO and senior wealth advisor of Alexander Legacy Private Wealth, Jacqueline “JaQ” Campbell, says that by building a multi-generational practice, advisors create a broader base of support within their geographic area and within their businesses in the long term. They also should focus on taking both a high-tech and high-tech approach to their practices. In addition, Campbell explains how critical it is to reach out to young, new and emerging investors as potential clients – as they are usually quite interested in learning about the markets and financial planning.