The Currency of Knowledge Podcast
Join County National Bank's Senior Wealth Management Officers Christopher Phillips and Holleigh Baker as they explore the true meaning behind the question "What is Wealth?"
From discussions with various guests, they delve into how wealth is not just about financial abundance but also about security, flexibility, and values discovered through personal stories and insights.
Join them as they uncover the diverse perspectives on what wealth truly means in today's world and how these insights shape their approach to wealth management.
The Currency of Knowledge Podcast
Helping Us Help You
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.