• Admired Advisors

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.

Helping Investors Overcome Their Fear with Matt Dixon

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

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

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

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

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

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

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

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

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

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

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

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
The Value of Work-Life Harmony, Cultivating a Feedback Culture, and Working Toward Holistic Planning

The Value of Work-Life Harmony, Cultivating a Feedback Culture, and Working Toward Holistic Planning

Mary Huntley of Cambium Wealth and Legacy Strategies talks about her firm's evolution from being investment centric to being planning… Read More...

Podcast
Doing Things Differently, Teachable Moments, and the Need for Nice

Doing Things Differently, Teachable Moments, and the Need for Nice

Eric Lansford of Sound Financial Investments discusses his client-centric approach, thinking big picture, and why a comprehensive strategy makes client… Read More...

Podcast