Focused on the Future: Jimmy Lee: How AI and ESG will impact Financial Planning
In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Jimmy Lee , Founder and CEO of Wealth Consulting Group, on focusing on “where the puck is going”, the debate around ESG and its future, and the many applications and use cases on AI in financial planning.
Specifically, Jimmy discusses:
- The shift in the way clients want to be communicated with
- Why and how his firm is attracting top female advisor talent
- His important advice to firms looking to acquire other firms
- The various ways AI will transform the wealth management industry
- How his firm’s new ESG screened portfolios will help capture the investor of the future.
- His philosophy on providing financial planning as an added value
- Understanding what your “genius” is not just for yourself but also for your team
Connect With Suzanne Siracuse:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: Suzanne@suzannesiracuse.com
Connect With Jimmy Lee:
- Email: jimmy@wealthcg.com
- Website: Home | The Wealth Consulting Group (wealthcg.com)
- Company LinkedIn: The Wealth Consulting Group: Overview | LinkedIn
- Personal LinkedIn: Jimmy Lee | LinkedIn
About Our Guest:
Jimmy Lee is the Jimmy is the Founder and CEO of The Wealth Consulting Group (WCG). He began his career in 1995 and has been self-employed from the very beginning and has grown WCG as an entrepreneur into a wealth management firm with a national presence. After almost two decades of managing branch offices and supervising other financial advisors for two Fortune 100 financial companies, Jimmy founded WCG’s current business as a SEC Registered Investment Advisor (RIA) in Oct. 2014 and also became affiliated with LPL Financial for brokerage services. Financial Advisor Magazine recognized WCG as the 5th fastest growing RIA in 2016 and WCG was awarded the InvestmentNews for Excellence in Diversity and Inclusion in 2018*
The financial media call on Jimmy for his knowledge in investing and the advisory industry. He appears regularly on CNBC, Fox Business, Yahoo Finance, and TD Ameritrade. He has been profiled and quoted in the Wall St. Journal, Marketwatch, Bloomberg, Financial Planning, Forbes, and many other financial publications.
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