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 investors.
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 their value.
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 vulnerability are important qualities for advisors.
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.
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 in someone’s life.
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.
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.
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.
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 differentiate themselves from their peers.
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 can help clients overcome these fears.
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 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
The Value of Life-Based Conversations in Financial Planning
True Wealth Management with Michael Thompson
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 of financial advisors and the importance of finding your style in engaging clients.
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 and the importance of using technology and software to maximize efficiency.
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, the difference between a trusted advisor and a leader, and what great advisors do to serve their clients.
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 clients.
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 goals.
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 the client experience and what inspirational challenge they’ve posed for fellow financial advisors.
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 career lesson she wishes she’d learned earlier.
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 of emerging RIAs and how he consistently makes decisions that disrupt the industry.
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 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.
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 miss when it comes to legacy 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 centric.
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 success possible.
Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters
Neel Shah of Beacon Wealth Solutions discusses executing the tough pivot from law firm to IRA, unique outlook on clients, his role as a change agent, and the mindset shifts that transformed Neel’s career and life.
Engaging in a Client-Centered Discovery Process with Trey Nelson
Steve Atkinson talks with Trey Nelson of Collective Wealth Advisors about what stepping back to reflect on your practice can teach you and how to position it to better serve clients and grow.
Multi-Generational Planning and Community Building with Akemi Dalvi
Akemi Dalvi of Kondo Wealth Advisors talks about her practice’s evolution into a generational planning firm serving the Asian-American community and why she approaches community-building among clients with a mix of fun and education.
Evidence Before Theory and Systematic Investing with Larry Swedroe
Steve Atkinson connects with Larry Swedroe, who shares his story and what he’s learned about following the evidence and taking risks.