• Admired Advisors

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!

How Handwritten Notes Build Modern Relationships

How Handwritten Notes Build Modern Relationships

An experienced technical and nonfiction writer, Elizabeth Cottrell talks about the simple yet often underutilized communication method of handwritten notes. Read More...

Podcast
Navigating the Challenges of Transferring Ownership in Financial Advisory with Matthew Delaney

Navigating the Challenges of Transferring Ownership in Financial Advisory with Matthew Delaney

Matt discusses the importance of transparency and open communication in client relationships during the transition process and the value of… Read More...

Podcast
The Three C’s to Simplifying Financial Planning with Ross Riskin

The Three C’s to Simplifying Financial Planning with Ross Riskin

Ross talks about the importance of advisors learning the many ways clients learn to help with adding ways they teach… Read More...

Podcast
Building a Boutique Wealth Management Firm with Michael Mahoney

Building a Boutique Wealth Management Firm with Michael Mahoney

Michael shares how he transitioned from the insurance business to wealth management and the importance of focusing on planning. Read More...

Podcast
Financial Planning for NextGen Investors with Andy Krafft

Financial Planning for NextGen Investors with Andy Krafft

Andy talks about his thought process of serving next-generation clients and the three Ts of client experience. Read More...

Podcast
Demystifying the Trustee Industry with Christopher Holtby

Demystifying the Trustee Industry with Christopher Holtby

Christopher demystifies the corporate trustee concerns advisors may have and why having a generational wealth transfer conversation is important. Read More...

Podcast
The Power of Referrals in Driving Business Growth with Randy Hardy

The Power of Referrals in Driving Business Growth with Randy Hardy

Randy speaks about how Clune & Associates has doubled its client base and increased assets under management more than fivefold. Read More...

Podcast
Faith-Based and Family-Centric Advisory Service with Candido Palomarez

Faith-Based and Family-Centric Advisory Service with Candido Palomarez

Candido talks about his unique approach to client relationships and how he provides financial advice from a faith-based and family-centric… Read More...

Podcast
From Number Crunching to Relationship Building with Brent Gunderson

From Number Crunching to Relationship Building with Brent Gunderson

Brent talks about building a firm in a small rural community like La Grande, Oregon and the values he and… Read More...

Podcast
Empowering the Next Generation of Investors with Dan Reese

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

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...

Podcast
From the National Football League to Finance with Marques Ogden

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...

Podcast
The Difference Between Life Planning and Financial Planning

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...

Podcast
The Impact of Kindness on Building Relationships with V.J. Smith

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...

Podcast
How to Build Trust and Competence in the Financial Industry with Ben Walker

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...

Podcast
Investing in True Alternative Solutions with Peter Nakada

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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