April 7, 2021
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My Way On The Highway
On this episode, Gordon shares an emotional moment he had while walking the Camino.
After walking more than 15 miles, he sat down to record a video to share with his clients. It was the 24 year anniversary of Bernhardt Wealth Management. Gordon shares the feeling of gratitude and overwhelm for the people that made it possible.
“While our walk through life might be our own, we never have to walk alone,” Gordon shares, as he explains the difference between solitude and loneliness.
These values serve Gordon well as he helps others navigate their own financial journeys. They don't have to walk that journey alone!
Gordon also shares his five-part strategic wealth management process!
“Only after we have listened, asked follow-up questions, gained clarity, and reached agreement on priorities with our client are we able to become the trusted traveling companion we aspire to be.”
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