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61 | Joshua Herring | Confidence, Service, and the Mindset Behind Client Impact
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From managing over $2 billion in assets at Alliance Bernstein to leading a global nonprofit funding cutting-edge research, Joshua Herring’s career path is anything but traditional. In this episode, Joshua shares his journey from private wealth management into longevity science, and the mindset principles that have fueled his success in both industries.
We explore how confidence, relationship-building, and a service-first approach set apart top financial advisors, and how those same qualities translate into leadership, fundraising, and making an impact on global health. Joshua also opens up about his personal story, the lessons cancer in his family taught him, and why mindset and gratitude remain at the core of his philosophy.
What you'll discover in this episode:Joshua’s journey from private wealth management to nonprofit leadership
How mindset shapes success in finance, philanthropy, and beyond
Why relationship-building is the real currency of trust
The types of questions that unlock deeper client needs
Confidence vs. arrogance: the difference in high-performing advisors
How to lean on team structures and resources to strengthen credibility
The biggest life lessons Joshua has learned so far: gratitude and choice
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