Unlocking Wealth for Generations of Purpose Driven Leaders with Jacqueline Campbell

In this enlightening conversation, Jacqueline, Founder + CEO Alexander Legacy Private Wealth Management shares her journey from working at a private bank at age 16 to becoming a wealth steward and impact investor. She discusses the critical importance of putting wealth in the hands of women and people of color and breaking down traditional archetypes of wealthy investors. Jacqueline recounts her own transformative experiences and highlights the work she does to educate and support clients in stewarding their wealth for meaningful impact. From investing in high-impact projects to guiding women through personal and professional transitions, this dialogue delves into the intersection of purpose, wealth, and social change. The discussion also emphasizes the role of healing and self-care in becoming effective stewards of wealth and making informed, heart-centered investment decisions.

 

00:00 A Fateful Encounter

00:55 Shared Values: Stewardship of Wealth

03:11 Personal Journey: From Detroit to Wall Street

04:41 Discovering Wealth Management

08:53 The Greatest Wealth Transfer in History

12:56 Empowering Women of Color

16:51 Investing for Impact: A New Paradigm

22:16 The Founder's Perspective: Key Considerations

23:19 Financial Due Diligence and Alignment

24:23 The Importance of Long-Term Commitment

26:12 Trust and Intuition in Investment Decisions

27:31 Emotional Connection and Impact Investing

28:39 Personal Transformation and Purpose-Driven Investment

33:25 Redefining Success and Fulfillment

38:42 The Power of Healing and Self-Responsibility

40:22 Final Thoughts and Reflections

 

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Connect with our guests: https://www.alprivatewealth.com/