In this episode of The Purpose-Focused Advisor, I’m joined by Seth Gasick, Regional Vice President for the Southeast at Crossmark Global Investments.

We go beyond products and performance to ask bigger questions: What impact does your wealth have? How do you help clients explore values without forcing an agenda? And what role does an advisor play in guiding these conversations—whether or not faith is part of the picture?

Seth shares how working for a faith-based asset manager has reinvigorated his career, allowed him to bring his full self to work, and opened the door to deeper conversations with advisors and clients alike.

Whether you’re faith-focused or simply curious about how values-based investing shapes the advisor-client relationship, this episode will challenge you to think differently.

Key Takeaways

• Impact Isn’t Niche (07:19): Clients are already asking how their money aligns with their values—advisors need to be ready.
• Purpose Fuels Growth (09:04): Deeper conversations beyond returns strengthen relationships and open new opportunities.
• The Industry Narrative vs. Purpose-Focused Growth (12:01): Rob explains why moving from AUM-driven success to purpose-focused success accelerates growth.
• How It Works: Avoid, Embrace, Engage (17:46): Seth explains the three-step framework for values-based investment screening.
• Building Client Trust Through Values Alignment (20:16): Introducing values-based options creates pathways to more meaningful client relationships.

Seth Gasick: “Clients are asking for these conversations. The question is whether advisors are willing to step into them.”

Rob Brown: “When you move from chasing numbers to pursuing purpose, that’s when real growth begins.”

About Seth Gasick: Seth Gasick serves as the Regional Vice President for the Southeast at Crossmark Global Investments. With extensive experience as a wholesaler across the Southeastern U.S., Seth previously held roles at Voya Investment Management and began his career as a financial advisor at Merrill Lynch. He holds the Chartered Special Needs Consultant® (ChSNC®) designation and is passionate about helping families navigate the complexities of Special Needs Planning. Seth is also deeply committed to faith-based investing, working with advisors and clients who seek to align their portfolios with their values.

Connect with Seth Gasick:

Website: https://www.crossmarkglobal.com/

LinkedIn: https://www.linkedin.com/in/sethbgasick/

Episode Resources & Next Steps

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Connect with Rob Brown:

Website: http://truestfan.com/

LinkedIn: https://www.linkedin.com/in/truestfan/

Book: https://truestfan.com/truest-fan-blueprint/