Why does compassion matter when choosing a financial planner? This question and more are discussed with Executive Wealth Management Private Wealth Advisors Duane Johnson, Todd […]
“You know that being meant for more means so much more than filling your life with mere matter, with material things, with stuff and possessions […]
PurposeCity’s ‘Come Together’ episode was recorded at the Brighton Walk to End Alzheimer’s! Chuck Gaidica (broadcasting personality), Jennifer Lepard (President / CEO of Alzheimer’s Association […]
Steve Gronow discusses with EWM Private Wealth Advisor Duane Johnson how to ‘Love Every Day’ in community and business. Hear entertaining and heart-warming stories such […]
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.
‘Never Say No’ features Barb Binkley of Cooper & Binkley Jewelers and Jimmie Plaskey, EWM Private Wealth Advisor.
They discuss stories and inspiration from a ‘Never Say No’ policy to those in need.