In this episode of The Human Advisor, host Tyrone Ross sits down with Alex Chalekian, CEO of Lake Avenue Financial, to explore the important connection between giving back to your community and meeting your bottom dollar. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
Timestamps:
3:20 - Alex explains what it means to be a “purposeful giver”.
6:30 - Exploring how companies can continue to scale while making time to give back.
9:00 - “Time is a lot more powerful than the money”.
11:40 - Tyrone and Alex discuss why diversity is a must in the financial industry.
18:30 - “What are you most grateful for that didn’t work out for you?”
You can find this interview, and many more, by subscribing to The Human Advisor podcast on Apple Podcasts and on Spotify.
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