Note: This episode was recorded as part of E3: Engage and Empower with Empathy, the original version of this podcast. It is now part of Return on Empathy (ROE)—a podcast series focused on the measurable impact of empathy in the workplace.

Senior wealth advisor Andy Steele and podcast host Rebecca Dhrimaj get to the heart of wealth management, exploring how genuine relationships and emotional intelligence transform client care. With insights on likability, humility, and the power of transparency, Andy shares his approach to building trust and treating clients like family. He opens up about the emotional challenges of working with clients in grief, the importance of self-care to avoid burnout, and how long-term relationships and community connections add lasting value to his work. Andy’s blend of personal experiences and professional insights offers a refreshing perspective on the human side of financial advising.

Join The Empathy Collective:

• Join us at The Empathy Collective community launch event on July 15th @ 12 PM EST. REGISTER HERE
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