David Berman, Co-Founder & CEO of Berman McAleer. David established Berman Financial Group in 1999 and realized his professional dream of partnering with his best friend in 2002 to form Berman McAleer. As CEO, he set the company’s strategic direction and chairs the executive committee.

Here are some key moments from our conversation:

• Brief introduction of yourself and your company. (00:41)
• How does your unusual incentive structure provide better service to clients? (04:33)
• Value system that creates more fulfillment for employees and clients. (11:58)
• Three core values of the organization (13:07)
• How do you work with clients to help them get clear about what money really means to them? (18:43)
• How would you describe your true north as a leader? (24:53)
• How long have you been working with a coach and what benefits have you experienced? (33:24)
• What is it that will make you happy if it’s not just achievements or accomplishments? (38:59)
• What do you do to recharge and rejuvenate? (40:46)
• One key piece of advice you want to leave to the listeners. (41:49)