Ep10- RJ Kelly CVO of Wealth Legacy Group Inc.

Ep10- RJ Kelly CVO of Wealth Legacy Group Inc.

Show Notes

How R.J.’s family experience spurred him to build Wealth Legacy Group  [02:16]

What Wealth Legacy does  [04:54]

Today’s high life expectancy means your assets need to last a lot longer.  [06:42]

Everyone has a story.  [10:05]

Millennials have a tremendous desire to do something that matters.  [13:51]

How millennials think  [15:46]

Baby boomers, what are you doing next?  [19:01]

Many baby boomers don’t have plans for after retirement.  [19:28]

Office dress code – the shift from formal to casual attire  [21:09]

To the millennials: You have to earn your way into the company.  [22:32]

Baby boomers need to be patient with millennials.  [27:00]

Share these quotes on social media!



Everyone has a great story. — R.J. Kelly

Millennials are hungry to let their talents be used for something. — R.J. Kelly

The millennials are an extraordinary generation that will have an amazing impact. — R.J. Kelly

Things take time. We need to get better at being patient. — Chris Williams


Links and Mentions

Wealth Legacy Group

Article: His typical client is worth $8.5 million

High Level Wisdom blog

Subscribe to our newsletter

Are you a CEO? We’d love to hear from you!

Advertise on the show



Thanks for tuning in! Share with us your thoughts. Send us your comments. You can also share with us on Instagram, Twitter, and Facebook @highlevelwisdom

Share this post