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OTA LEADERSHIP INDEX

Joe McLean

ARCHETYPE

The Architect

Structured and legacy-driven; builds the systems and institutions that last.

Joe McLean earns The Architect by replacing the fear-based, reactive advising that dominates athlete wealth management with structures built to outlast the playing career itself. His three-bucket framework and his concept of one-hundred-year money function as load-bearing elements of a legacy architecture rather than tactics. At MAI Capital he builds governance first and pursues returns second, protecting clients from their own ambitions until the framework is strong enough to carry them.

IN THEIR WORDS, WHY ARCHITECT

It came from learning from my early mistakes as an advisor. If you save thirty percent, it's going to be May first of twenty twenty eight, that's when you're going to have a million dollars. Using fear is not a great motivator for young people.

60% SAVINGS RULE GENESIS

The three buckets: safety and security, growth, and the dream entrepreneurial bucket. The discipline is you've got to fill the first two before you reserve the right to be an entrepreneur.

THREE-BUCKET WEALTH FRAMEWORK

We're not talking about going broke anymore. This is one hundred year money. That level of estate planning exists for a twenty two or twenty three year old now versus that we never had that before.

GENERATIONAL WEALTH PLANNING FOR ATHLETES

MASTERS IN BUSINESS

Masters in Business: “NBA Finals Bonus: MAI Capital's Joe McLean on Being the NBA's 'Money Whisperer'”

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Joe's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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