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Leadership Lowdown | Just Be Real

Leadership Lowdown
February 15, 2022 5:00 PM


How refreshing it is to find someone in the financial services world that is all about talking to you straight and keeping it real!  David Norris is the Founder and CEO of Castle Financial Partners.

He's the latest guest for six segments with Vic Verchereau on Leadership LowDown.
David shares a message about leadership and corporate culture, hear what he shares with Vic!

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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  • David Norris
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Leadership Lowdown, hosted by Vic Verchereau, provides positive and practical principles for leaders who want to multiply their influence and take their team to the next level of effectiveness.

9:00 AM every Tuesday
Replay: 3:00 PM, 9:00 PM, 3:00 AM