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Manage episode 436684361 series 3580892
Content provided by CNB Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNB Wealth Management 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.

Join us on this episode of "The Currency of Knowledge" as we sit down with Paul Lehman, VP and Head of the Bank/Trust Group at Dimensional Fund Advisors, with over 30 years of experience in the banking industry. Paul shares his personal journey, emphasizing the joys of family life and raising children alongside his career. Take a deep dive into invaluable insights about the roles of wealth managers and financial advisors, stressing the significance of passion and purpose in one's professional life. Don't miss this enriching conversation on the intersection of personal fulfillment and financial expertise.

  continue reading

15 episodes

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iconShare
 
Manage episode 436684361 series 3580892
Content provided by CNB Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNB Wealth Management 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.

Join us on this episode of "The Currency of Knowledge" as we sit down with Paul Lehman, VP and Head of the Bank/Trust Group at Dimensional Fund Advisors, with over 30 years of experience in the banking industry. Paul shares his personal journey, emphasizing the joys of family life and raising children alongside his career. Take a deep dive into invaluable insights about the roles of wealth managers and financial advisors, stressing the significance of passion and purpose in one's professional life. Don't miss this enriching conversation on the intersection of personal fulfillment and financial expertise.

  continue reading

15 episodes

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