New episode of the Zandbergen Report Podcast featuring Jason Ma chief mentor of Next-Gen Leaders

Letitia Berbaum Talks with Jason Ma CEO of ThreeEQ

May 23, 2023

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Host Letitia Berbaum was joined in the podcast studio by Jason Ma, a world-renowned Chief Mentor of Next-Gen Leaders and CEO of ThreeEQ, a family business. With over 38 years of industry experience, including cofounding and leading successful education and technology ventures, and over 2 million miles of world travel, Jason has inspired, guided, and transformed 1-on-1 the lives of numerous Gen Z and elder leaders, while easing legacy and succession planning in Ultra High Net Worth families. As an appointed member of the B20, the G20’s official engagement group representing the global business community, Jason has served on its Future of Work and Education Taskforce in the G20 Presidencies of nine countries, being one of a select few Americans appointed yearly to the powerful B20/G20.

Jason not only is an Elite College Admissions Counselor, Life and Executive Coach, Parent Coach, and Speaker sought after by wealthy families, family offices, and top-tier event organizers, but also is the author of Young Leaders 3.0 (a highly acclaimed book), a contributor to Impact Wealth and Family Office Magazine, a star former Forbes contributor on Mentoring Young Leaders, and a delegate by invitation to the prestigious Forbes Global CEO Conference for 8 years. Jason is also a well-connected Board/CEO advisor and high-level rainmaker to select tech companies and family offices, as well as an investor.

In this episode learn more about:

– How ThreeEQ is preparing the NextGen for greatness
– How ThreeEQ helps create remarkable outcomes while reducing family stress
– Why it is important to start preparing your children for college admissions success early

Learn more about Jason Ma and ThreeEQ by visiting: 


The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.

Interested in being a guest on The Zandbergen Report? Email

Learn more about Bart by visiting 


NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

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The Zandbergen Report

Wealth Management Strategies and Investment Wisdom
hosted by Bart Zandbergen, CFP.

The weekly, 30 minute show features guests in professional services including mortgage, real estate, law and litigation, as well as entrepreneurs and executives in industries like health, fitness, style and philanthropy. Each episode showcases the dynamic guest and the investments they have made in their career, their clientele and themselves to raise the bar for excellence in their respective industry.

The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242. Letitia S. Berbaum, CA Insurance License #OH19537. Zandbergen Group, LLC is a DBA of Axxcess Wealth Management, LLC (“Axxcess”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.