What Happens When You Always Put Clients First? | Juan Carlos Rosario | The Power Of Integrity Podcast

How do you build a successful business that lasts decades without ever compromising your values? In this episode of The Power of Integrity, host Ralph Adamo sits down with Juan Carlos “JC” Rosario, Co-Founder of Apex Wealth Management Group, to explore how unwavering integrity shapes leadership, client loyalty, and long-term business growth.

JC shares his personal journey from starting his practice with almost no clients to leading a thriving wealth management firm with offices in Orange County and San Francisco. Along the way, he explains why putting client interests first, even when it meant earning less, created the foundation for lifelong relationships and a business built to endure. 

Whether you’re a young entrepreneur or a seasoned leader, this conversation will challenge you to lead with purpose and stay true to your principles, even when the pressure is on.

 

In this episode, you’ll discover:
✅ Why doing the right thing, especially when no one’s watching, builds lasting trust
✅ How integrity influences client loyalty and long-term success
✅ The critical role of perseverance and values in growing a sustainable business

 

🎙 Podcast Quote:
"Integrity is not something you do, it’s who you are." – Juan Carlos Rosario

 

Whether you’re starting a business or building a career, this episode will remind you that success grounded in integrity is success that lasts. Hit play, subscribe, and share!

 

Connect with Juan Carlos Rosario & Apex Wealth Management Group:

• Website: www.apexwmg.com
• Email: contact@apexwmg.com 
• Phone: (714) 919-4446 

 

Connect with Ralph Adamo:

• LinkedIn: https://www.linkedin.com/in/ralph-adamo/ 
• Website: http://www.integrityiwm.com/ 
• Website: https://www.integrityatwork.com/ 
• Podbean: https://thepowerofintegrity.podbean.com/ 
• YouTube: https://www.youtube.com/@integritywealthmanagement9812 

 

Developed by TMX Creative – making podcasting easy and professional. Learn more about our video editing services and how we can help you grow! 

 

Disclaimer: 

Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc., Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel: 954-782-4771. Investment advisory services are offered through Kovack Advisors, Inc. Integrity Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.

Juan Carlos Rosario is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Apex Wealth Management Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. 

No affiliations between Apex Wealth Management or Integrity Wealth Management with Kovack Securities, Inc. or Kovack Advisors, Inc.

 

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