016 Bernie Clark: EVP and Head of Schwab Advisor Services episode artwork

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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This episode is 21 minutes long.

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This episode was published on January 1, 2019.

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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...

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