Bert Herzog, Founder of Executive Wealth Management, shares the story of how the financial planning firm continues to grow one relationship at a time over 20 years.
He also discusses the value of building a business built on trust, compassion, and community in an ever-increasing digitally distant business environment and how the two can co-exist.
Bert explains having compassion for clients means providing as many solutions to support them as possible and how EWM is embracing this challenge.
PurposeCity podcasts are presented by Executive Wealth Management and exemplify our core values of trust, community, and compassion.
PurposeCity podcasts are found at ewmadvisors.org and all major podcast platforms.