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We appreciate you spending your time with us and hope you’ve gained some valuable insights and takeaways that can help your business and everyday lives. While we’ve released new episodes every two weeks for several years, we are currently taking a break to focus on future episodes. We hope to come back with renewed energy and insight. Thank you for your support!
Unlocking the Secrets to Business Growth with Susan Foard
Susan shares her story of launching a wealth management firm while serving as the president of a long-standing CPA firm. Read More...
Podcast
Understanding the Intersection of Mind and Markets
Daniel talks with Steve about behavioral management, the framework for helping clients make better investment decisions, and how advisors can… Read More...
Podcast
Helping Investors Overcome Their Fear with Matt Dixon
Matt talks with Steve about his 'aha' moments in sales, the investor's fears when making investment decisions, and how advisors… Read More...
Podcast
Establishing and Nurturing Professional Relationships with Skip Briggs
As a former practicing CPA turned wealth manager, Skip talks about how he embodies the behaviors and traits of a… Read More...
Podcast
Bringing Faith, Values, and Stewardship to Financial Planning
As the second-generation owners of Family Wealth Partners, Nathan and Samuel talk about why they call themselves stewardship coaches instead… Read More...
Podcast
Bringing Tax Professionals and Financial Advisors Together
Steven speaks about how he built a company devoted to helping advisors who are committed to tax planning and preparation… Read More...
Podcast
Developing Leadership and Advisory Skills with Alex Potts
Alex Potts, President of Buckingham Strategic Partners, talks about the origins of Admired Advisor as content for advisors at Buckingham,… Read More...
Podcast
The Power of Conviction, Vulnerability, and Delegation with Matt Miller
Matt speaks about his life and business experiences and how vulnerability plays an important role in creating strong relationships with… Read More...
Podcast
Building a Successful Planning and Investment Firm
It's about understanding how your money fits into your overall life and ensuring that it aligns with your values and… Read More...
Podcast
A Thoughtful Client Experience with David and Nancy Bailin
David and Nancy Bailin of Personal Wealth Strategies in New Jersey talk about why their thoughtfulness drives team decisions and… Read More...
Podcast
Leading From the Bottom Up and Managing Relationships Amidst Growth
Wendy Hartman discusses how to build and maintain a positive work culture, invaluable strategies for avoiding conflict, and the one… Read More...
Podcast
The Simple Guide to Disrupting an Industry with Eric Clarke
Eric Clarke, CEO of Orion Advisor Services, discusses his vision for starting Orion as a way to meet the needs… Read More...
Podcast
Becoming a Team Player, and Thinking Like a Golf Pro with Shaw Pritchett
In this episode, Steve talks with Shaw about making the leap from accounting to wealth management, how he encourages clients… Read More...
Podcast
Work Ethic, Critical Thinking, and Risk-Taking with Ernest Clark
In this episode, Ernest talks about his career evolution, the importance of finding your voice, and what advisors so often… Read More...
Podcast
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