The Connected Advisor 
The Connected Advisor 
Serving Clients Holistically at Scale
Listen to this week’s episode.
Episode 095: On this week’s episode of The Connected Advisor, I speak with Jimmy Lee, Founder and CEO of The Wealth Consulting Group (WCG). An industry veteran, Jimmy champions a holistic, client-first approach to wealth management, blending financial planning, investment strategy, and innovative technology to serve as a personal CFO for his clients.
Jimmy shares his early experiences in the brokerage industry and how his perspective shifted towards a more holistic, client-centric approach. He also discusses what it means to serve clients as their personal CFO and how his firm approaches advisor support, succession planning, and scalability.
Key Takeaways
Clients want more than investment advice—they want guidance on taxes, estate planning, health, and lifestyle.
Succession planning is human planning: a well-thought-out succession plan is not just about the business, it’s about people.
Independent advisors may crave autonomy, but they still need back-office support, tech integration, and compliance infrastructure. The right platform can offer both freedom and scale.
Portfolio management alone isn’t enough. Comprehensive services, like tax, trust, and succession planning, are becoming table stakes for high-net-worth clients.
Quotes
“The personal CFO concept, to me, is proactively helping clients accomplish their financial goals. And a lot of times, it’s not about the portfolio.” ~ Jimmy Lee
“The best financial advisors get a lot of knowledge about the individual or family situation. Working with advisors sometimes means finding out things about their personal lives sooner than other very close family members do.” ~ Jimmy Lee
“Our goal is for our clients to call us about any issue regarding their money or financial situation, whether it’s something that we could directly handle or not.” ~ Jimmy Lee
“Five or 10 years from now, it’s going to be table stakes to be able to provide a more holistic approach and at least be able to offer that. And if you can’t do that in-house, you better be really good as an advisor, having those referral relationships tied up so that you can still offer the service and make it seem like a seamless experience.” ~ Jimmy Lee
Links
Simple Wealth, Inevitable Wealth
The Excellent Investment Advisor
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Kyle Van Pelt
