What does it mean to serve when no one’s watching? In this powerful story, Dakota Frazier shares a life-shifting moment walking alongside Dan Cathy, Chairman of Chick-fil-A Restaurants. During a simple #5K charity walk, Dan wasn’t being a CEO. He was being present, curious, and intentional. He picked up trash. He wore a nametag that read “Customer Service Representative.” And he reframed leadership as service: not to shareholders, but to his 67,000 employees, whom he calls his “customers.”This is what emotionally intelligent leadership looks like. It is grounded in humility, authenticity, and a genuine desire to connect. The call from Dan T. Cathy weeks later, thanking Dakota for a pair of gifted shoes, only deepened that impression. Leaders in wealth management and human capital will find in this story a reminder that culture begins with how you show up. Every step, every conversation, every small act of kindness matters.This isn’t just a story. It is a mirror for how we should lead.

As you build your legacy, what matters most? As a Human Capital Forum in Wealth Management, The Authenticity Journey extended an invitation to share leadership wisdom with the next generation, helping build intergenerational trust and honoring the succession of leadership wisdom across generations.These leadership insights were recorded live at the Markets Group 10th Annual Private Wealth Management Conference at PGA National Resort on May 8, 2025. This cinematic compilation brings together powerful reflections from CEOs, managing directors, advisors, community advocates, and rising voices from within the industry. Each conversation was guided with care by Clara Vanine and Marlon Bermudez of Marber Security.Throughout this 37-minute film, you will hear stories of legacy, humility, trust, and the courage to lead from within. From redefining success beyond wealth to building cultures where people thrive, each voice reveals a deeper truth about what it means to lead with purpose.This film is a living archive of people-first leadership, filled with timeless insights and values that transcend generations:Michael Schiff reminds us that "legacy is morality in action." Purpose begins at home, with how we treat others and serve our communities.Peter Golotko leads by example, believing that "culture leads strategy," and that the true measure of success is how people feel walking into work on a Monday morning.Paul Shelton carries forward the strength of his grandfather, showing that "intergenerational grit" is the foundation for building wealth with purpose.Berton Brown offers a powerful truth: "We are drowning in information, but starving for wisdom." His leadership focuses on action, wellness, and courage.David Smithwick lives by a code of integrity: “Be true to yourself, your friends, your family, and your profession.”Diana Verity teaches that "you must stop talking down to yourself before you can rise." Her journey is one of self-trust, intuition, and transformation.Yesenia Valle lives by this: "Every person has something to teach you." Her story reflects gratitude, positivity, and the strength of self-leadership.Lance Fair believes that leadership starts with presence. "Leadership is showing up as yourself so others feel safe doing the same."Clara Vanine reminds us that “there’s nothing more beautiful in life than being courageous enough to step out of your comfort zone and build the life you want. It’s never late.”Marlon Bermudez asks us to consider the ultimate question: “Once wealth is gone and the person is gone, what’s your legacy?”This is more than a recap. It is a cinematic invitation to lead with authenticity, to pass on wisdom with intention, to honor the succession of intergenerational wisdom, and to build legacies that truly last.

📣 In this episode of The Authenticity Journey, we sit down with Dan Abbate: entrepreneur, systems thinker, and leadership advisor, to explore how to grow and scale while staying rooted in values and purpose.🎙️ Together with hosts Clara Vanine and Marlon Bermudez, Dan shares stories from his professional journey, including times of rapid growth, moments of pause, and the leadership lessons that came from opportunities to improve.🌱 This conversation focuses on what it means to lead with clarity, create long-term trust, and build sustainable impact across generations.

The most successful leaders build trust, drive growth, and create lasting impact through real, meaningful, and authentic conversations.In the latest episode of The Authenticity Journey, we sat down with Roger O’Brien, an executive leadership and performance coach, to explore: 1. How authentic conversations fuel leadership and sustainable growth. 2. Why leaders often avoid difficult but necessary discussions. 3. The blind spots executives face in their own development. 4. How to embed authenticity into organizational cultureWith experience as a CEO, investor, and trusted advisor, Roger has helped leaders navigate transformation, uncover opportunities, and build high-trust organizations.Leadership powered by authenticity drives sustainable growth.How do you ensure authentic conversations are shaping your leadership and business?