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Highlighting admired traits that can inspire other professionals in the industry, each episode of the Admired Advisor podcast features traits and tips for both seasoned advisors and those just building their practice. The Admired Advisor helps listeners explore ways to approach their businesses, build client relationships and achieve overall success. Enjoy new episodes every two weeks.
Empowering the Next Generation of Investors with Dan Reese
Dan talks about why education is one of Avery Wealth's core values and how he serves the younger generation of… Read More...
Podcast
Managing Relationships During Transitions with Justin Ferri
Justin shares the decision points when considering succession or sale of an advisory firm and how potential sellers can maximize… Read More...
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From the National Football League to Finance with Marques Ogden
Marques speaks about the four things every leader should know to succeed in any industry, and why authenticity, humility, and… Read More...
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The Difference Between Life Planning and Financial Planning
Andrea Millar, Founder of Andrea Millar Life Planning shares the five buckets that make up a successful life planning conversation. Read More...
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The Impact of Kindness on Building Relationships with V.J. Smith
V.J. talks about what inspired him to write his book and how a handwritten note can make a huge difference… Read More...
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How to Build Trust and Competence in the Financial Industry with Ben Walker
Ben talks about the difference between going all-in in a relationship versus just having a great relationship. Read More...
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Investing in True Alternative Solutions with Peter Nakada
Peter speaks about what alternatives are and how there's a difference between true alternatives and just alternatives. Read More...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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