Mission-Driven Leadership: Creating a Transformational Client Experience

Scott Highmark, President of Mosaic Wealth, shares how his firm’s mission, vision, and values have become the foundation for driving growth, shaping culture, and delivering a transformational client experience. From fostering a team-first environment to aligning financial strategies with clients’ personal values, Scott breaks down how Mosaic integrates purpose and accountability into every decision. Catherine Williams, Head of Practice Management at Dimensional Fund Advisors, and Scott explore leadership, coaching, and building a purpose-driven business that not only grows but creates lasting significance for clients and team members alike.