David likes to say “We aren’t your father’s financial advisory firm”. Castle Financial Partners was founded with the goal of changing the financial planning experience. They deliver a passionately different process rooted by their core values of Honesty, Transparency, Accountability, and Compassion. The foundation of this success is the people. They have built a culture of family where not one person is more important than the other.
David shares the key elements of what he has built and offers some really great insight on how culture is crafted and nourished. He says “We all win together and share in the excitement of success”! Listen to this edition of the Leadership Lowdown and celebrate some winning ideas on leadership from David Norris!
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