Generation Wealth: Money, Mentorship, and Meaningful Connections

In this episode, Brian welcomes Jason Ma, award-winning Chief Mentor of Next-Gen Leaders and advisor to high-net-worth families and CEOs.
Go Beyond Marketing and Create a Better Customer Experience

Podcast: Generation Wealth – Money, Mentorship, and Meaningful Connections

In this episode, Brian welcomes Jason Ma, award-winning Chief Mentor of Next-Gen Leaders and advisor to high-net-worth families and CEOs. Jason talks about how he helps individuals to not only maximize their life-stage goal achievements, but also build greater character and strengthen relationships, via trusted third-party top-notch mentorship. He explains the massive wealth transfer that is occurring from baby boomers to Gen X, Millennials, Gen Zs, and charities, and notes that many younger Next Gens view money as a burden or are unprepared.

He suggests that those receiving the wealth focus on creating meaningful connections and contributing to causes they care about but with wisdom and sound family values, and not simply on accumulating wealth. Additionally, he highlights the importance of intellectual humility for success and emphasizes philanthropy as an important factor in connecting with others. Jason then provides practical advice on how to help families and CEOs build a stronger foundation and achieve greater outcomes and happiness.

Key Highlights

[00:01 – 14:22] Boomer Generation Challenges: Connectivity, Relationships, and Peace of Mind

  • Peace of mind and relationships are what patriarchs and matriarchs look for at the end of the day
  • Happiness comes from a sense of connection, contribution, and personal growth
  • Coachability as a critical success factor in life, business, family, and career
  • Biggest challenges facing boomers: peace of mind, relationships (with their children), certainty, significance

[14:23 – 28:13] Navigating the Wealth Transfer: Exploring the Impact of Boomers, Gen Xers, Millennials, and Gen Zs

  • Jason’s invention of ThreeEQ (“3EQ” – pragmatic emotional, social, and leadership intelligence)
  • Various Gen Xers rose to be pragmatic captains of their companies and industries and don’t see much attention
  • The negative stereotypes associated with millennials in the media
  • Soft skills are foundationally more important than hard skills over the long haul
  • High anxiety and stress caused by addictive digital distractions are a challenge for current high school and college students

[28:14 – 36:46] Gaining Leadership in the Next Generation: Advice from 20,000+ Hours of Successful Coaching and Research

  • High-quality preparation with top-notch guidance is key to success in elite college admissions and beyond
  • College planning, application, and admissions should be thought of as part of a long-term plan, not just a four-year process
  • Advice for engendering leadership: develop strong personal operating systems and employable skills, and coach and groom children with third-party top-notch mentorship early on for greater life-cycle impact and benefits

[36:47 – 42:37] Closing Segment

Additional Links:

Connect with Jason by visiting www.ThreeEQ.com 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

Previous Articles


The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Tax Planning For Real Estate Investors

Tax Planning Tips for Real Estate Investors

Investing in commercial real estate offers numerous advantages, with a significant one being the potential for substantial tax benefits.

What Is Distressed Real Estate

What Is Distressed Real Estate?

The current real estate market has opened up a unique window of opportunity for investors looking to capitalize on distressed real estate.

Adapting To A New Commercial Real Estate Landscape

Adapting To A New Commercial Real Estate Landscape

Insight for Investors Navigating Today’s Market. In this brief, we’ve identified the biggest challenges faced in commercial real estate this year.

Real Estate Accounting Fundamentals

Real Estate Accounting Fundamentals

Real estate accounting plays a crucial role in the financial management of investment properties, and it’s important to be aware of…

Navigating Investments In An Election Year, Strategies for Consideration

Navigating Investments In An Election Year, Strategies for Consideration

Investing during an election year can feel like a daunting prospect, given the uncertainties and apprehensions that often accompany political transitions.


Embracing Distressed Opportunities in Today’s Commercial Real Estate Environment

A myriad of formidable obstacles has opened up innovative pathways to success.

The Benefits of Infrared Saunas, Red Light Therapy & Cold Plunges

Join us as we sit down with Kristen Nicholson, entrepreneur and owner of Nashville’s first contrast therapy studio, Urban Sweat. Kristen is a healthcare professional with a background in health administration…

Why It Feels Impossible to Keep Up in Today’s Society

In this episode, host Brian Adams sits down with COO Jarrod Arnold to discuss the disconnect between the financial perceptions and realities facing younger generations today.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205


Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.

Share This