Up and Adam // Leighton Smith and Creating Value

Up and Adam // Leighton Smith and Creating Value

When two extroverts like Adam and Director of Client Service Leighton Smith get together, look out! But seriously, Adam learns from Leighton that while he started out in a more technical role in his career, he found that he is drawn to people and building relationships which suits him well to help the BerganKDV team provide clients with wow experiences. Leighton gets energy by helping team members go above and beyond and building trust with those we serve. He explains how our ENGAGE process is key to creating value for our clients.

Leighton and Adam talk about Leighton’s love for his community and his ability to use his extroversion to connect people together to make a difference. And how he learned a lot early in his career from a group of fearless and strong United Methodist women about how to get things done.

 

The views and opinions expressed in this podcast are those of BerganKDV Wealth Management and are subject to change at any time. The content herein is general and educational in nature and should not be considered legal or tax advice.  We recommend that your consult with an attorney, tax or investment professional regarding your specific situation.  Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, an SEC Registered Investment Advisor.

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