EPISODE · Jan 1, 2019 · 21 MIN
016 Bernie Clark: EVP and Head of Schwab Advisor Services
from Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA
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: [email protected] 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.
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016 Bernie Clark: EVP and Head of Schwab Advisor Services
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