Leading with Purpose: How Your "Why" Drives Growth in a Financial Advisory Firm
Managing Your Practice · Dimensional Fund Advisors
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Show Notes
In this episode, Gordon Bernhardt and Scott Oeth discuss how storytelling and incorporating their own personal "why" into various interactions can support deeper client relationships and drive growth in their advisory firms. Bernhardt, a wealth manager and principal with Modera Wealth Management, and Oeth, a wealth manager and principal for Cahill Financial Advisors, dive into the connection between personal passion and professional success—hear how Bernhardt's Camino de Santiago journey plays a role in client conversations and the ways that Oeth's wilderness survival skills shape his approach to wealth management and leadership.