Bonus | Advising in the eye of the storm (the GFC) | Meet James McLeod
Description
Join Aden in this bonus series, as senior wealth adviser James McLeod shares his remarkable career path from an uncertain graduate to a principal at Capital Partners. Discover insights from a career that began in crisis and matured with meaning.
Discover how personal experiences shaped his approach to financial advice, his passion for helping doctors, women navigating divorce, and high net worth clients, and learn about the profound impact of providing peace of mind during life's most challenging moments.
- (0:29 - 3:24 ) James' career journey
- (3:24 - 4:28 ) The global financial crisis
- (4:40 - 6:51 ) Career progression at Capital Partners
- (6:51 - 9:01 ) Developing specialized client niches
- (9:52 - 10:27 ) Capital Partners' most impactful work
- (12:50 - 14:06 ) James's money personality
- (14:22 - 15:32 ) Alternative career aspirations
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
United States
