From Bonuses To Business Ownership: Jacqueline Campbell’s Blueprint For Financial Advisors In 2024

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Jacqueline Campbell, the Founder & CEO, Senior Wealth Advisor of Alexander Legacy Private Wealth Management, advises financial advisors to reflect on their compensation and align it with their aspirations. She highlights the importance of technology in the financial advisory industry, emphasizing that updated systems are crucial in today’s fast-paced business environment. Campbell serves as an example of success, with her company offering a platform for advisors to become independent and partners in the business, providing them access to cutting-edge technology, investment solutions, and back-office support. The Alexander Legacy is a partner of the Carson Group, a renowned Registered Investment Advisor managing nearly $30 billion.

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