More Than Money Part 2, A Candid Conversation About Vestia's Values

Welcome back to another episode of the Doctor’s Eyes Only podcast! In this follow-up to last week’s episode, Vestia Personal Wealth Advisors Partner and CEO, Lauren Oschman, CFP® and Partner and Chief Development Officer Forrest Friedow, dive deep in the five core values that guide Vestia’s mission to help physicians achieve Wealth That Matters®.

Lauren and Forrest break down how Vestia’s values aren’t just words on a wall—they are the foundation for how the team serves doctors, supports each other, and fosters financial success for physicians.

In this episode, they explore: - Give A Surplus – Why going the extra mile is essential in physician-focused financial planning. - Never Let Them Guess – The power of clear, proactive communication (including how Radical Candor has transformed the way Vestia operates). - Raise Your Hand – How stepping outside your comfort zone leads to professional and personal growth. - Model Wealth That Matters® – Why the best financial advisors lead by example, prioritizing time and relationships over money. - Fly the V Formation – The importance of teamwork, collaboration, and lifting each other up to go further together.