"I think about someone wanting to work with my grandfather and them saying, oh, you don't have enough money for us to care."
Growing up in an immigrant family, Alex Chalekian, CEO of Lake Avenue Financial, witnessed and experienced the struggle of attaining the American Dream, and the devastation it had when his grandfather's business burned down.
Additionally, his own path to becoming a successful financial advisor wasn't easy, and his experience has fueled him to become a "purposeful giver". Alex explains explains 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.