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Mission-Driven Leadership: Creating a Transformational Client Experience

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Manage episode 472606176 series 3324283
Content provided by Dimensional Fund Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dimensional Fund Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Scott Highmark, President of Mosaic Wealth, shares how his firm’s mission, vision, and values have become the foundation for driving growth, shaping culture, and delivering a transformational client experience. From fostering a team-first environment to aligning financial strategies with clients’ personal values, Scott breaks down how Mosaic integrates purpose and accountability into every decision. Catherine Williams, Head of Practice Management at Dimensional Fund Advisors, and Scott explore leadership, coaching, and building a purpose-driven business that not only grows but creates lasting significance for clients and team members alike.

  continue reading

52 episodes

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iconShare
 
Manage episode 472606176 series 3324283
Content provided by Dimensional Fund Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dimensional Fund Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Scott Highmark, President of Mosaic Wealth, shares how his firm’s mission, vision, and values have become the foundation for driving growth, shaping culture, and delivering a transformational client experience. From fostering a team-first environment to aligning financial strategies with clients’ personal values, Scott breaks down how Mosaic integrates purpose and accountability into every decision. Catherine Williams, Head of Practice Management at Dimensional Fund Advisors, and Scott explore leadership, coaching, and building a purpose-driven business that not only grows but creates lasting significance for clients and team members alike.

  continue reading

52 episodes

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