Description

In this episode, Nathan and Bernie discuss:

•               How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets.  
•               Bernie's career track in the investment industry.
•               Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people.
•               What opportunities Bernie sees for the future.

Key Takeaways:

•        Amassing great teams filled with diversity builds a strong business.
•               Mentors are available at all stages of life.
•               Deal with problems head on. Bad news is best early and in great detail.
•        Don't limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined.

"It's the people around us that make us great." — Bernie Clark

Connect with Bernie Clark:

Website: https://www.aboutschwab.com/leadership/bernard-clark   

LinkedIn: @bernie-clark

Connect with Nathan Mersereau:  

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310
Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Laura Gray

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.