Managing Your Practice

Leading with Purpose: How Your “Why” Drives Growth in a Financial Advisory Firm


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Managing Your PracticeBy Dimensional Fund Advisors

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

21 ratings


More shows like Managing Your Practice

View all
Radiolab by WNYC Studios

Radiolab

43,890 Listeners

Planet Money by NPR

Planet Money

30,923 Listeners

Timothy Keller Sermons Podcast by Gospel in Life by Tim Keller

Timothy Keller Sermons Podcast by Gospel in Life

15,668 Listeners

Odd Lots by Bloomberg

Odd Lots

1,767 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,988 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

425 Listeners

The Long View by Morningstar

The Long View

864 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

234 Listeners

Excess Returns by Excess Returns

Excess Returns

66 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

A Bit of Optimism by Simon Sinek

A Bit of Optimism

2,160 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

121 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

3 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,012 Listeners