Establishing and Nurturing Professional Relationships with Skip Briggs

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As a former practicing CPA turned wealth manager, Skip talks about how he embodies the behaviors and traits of a successful relationship. He shares what it takes to work with other professionals, how those relationships can be so rewarding, and why protecting the other professional’s reputation is critical to the relationship

Developing Leadership and Advisory Skills with Alex Potts

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Alex Potts, President of Buckingham Strategic Partners, talks about the origins of Admired Advisor as content for advisors at Buckingham, the difference between a trusted advisor and a leader, and what great advisors do to serve their clients.

A Thoughtful Client Experience with David and Nancy Bailin

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David and Nancy Bailin of Personal Wealth Strategies in New Jersey talk about why their thoughtfulness drives team decisions and the client experience and what inspirational challenge they’ve posed for fellow financial advisors.

Becoming a Team Player, and Thinking Like a Golf Pro with Shaw Pritchett

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In this episode, Steve talks with Shaw about making the leap from accounting to wealth management, how he encourages clients to set big financial goals, avoiding a task-oriented mindset, acting like a team player, thriving during a pandemic, and what professional golf has taught Shaw about communicating with clients and coming out on top.