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Join Aden Wilkins in this bonus series, as he’s joined by senior wealth adviser James McLeod shares his remarkable career path from an uncertain graduate to a principal at Capital Partners.
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
