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
Overcoming the Challenges of Gen Two Advisors with Aaron Terwedo
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.
A Roadmap to Financial Independence and Security
As a former ocean lifeguard in his youth, Joe integrates his first responder mentality and talks about what it means to be a life planner.
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.
From the Bullpen to Wealth Management with Eric Sobocinski
In this episode, Steve Atkinson talks with Eric Sobocinski about how practicing law shaped his relationship with clients.
Creating a Client-Centric Experience
John Garvey Jr. of Bland Garvey Wealth Management talks about the firm’s decision to add wealth advisory services and how the office is designed to enhance the client experience.
Putting the Personal in Personal Finance with Bridger Parsons
Bridger Parsons of Old Town Wealth Advisors talks about his personal approach to client relationships, how to eliminate jargon and keep conversations casual and why frequency trumps quality.
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.
A Five-Step Plan for Authentic Client Conversations
Paul Ragone of Integrity Wealth Services in Knoxville, Tennessee, talks about overcoming his fear of growth, the method behind his five meeting client experience process and how he created an in-house one-stop-shop for client services.
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.
Simplifying Structure and Building a Family Office
Alfredo Mesa of Mesa Financial Group discusses his perspective on staying flexible for both clients and himself, and the strong convictions behind his “why”.
April Aandal: An Anchor for Advisors
April Aandal, Sr. Relationship Specialist at Avantis Investors, discusses how she creates a positive and productive environment for advisors to convene, the importance of vulnerability, and the dos and don’ts for encouraging advisor education.
Why Transparency Trumps All with Chris Williams
Chris Williams, Founder of Capital Fiduciary Advisors in Ashburn, Virginia, discusses his selective approach to onboarding new clients a secret to maintaining strong relationships through good times and bad.
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.
Starting Early, Famous Frameworks, and Finding Big Rocks with Jim Crider
Jim Crider of Intentional Living FP in New Braunfels, Texas, talks about how he launched a successful practice mid-pandemic and how he uncovers what’s really important to clients.
Appreciating Introductions, Disagreeing Gracefully, and the Power of Gratitude
In this episode, Mike talks with Steve about how his practice has evolved over the last 30 years, the power of gratitude, how to disagree and offboard gracefully, fostering client trust, and why he hasn’t abandoned old-school gestures despite the technology all around us.
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.
Paving a Unique Path and the Value of Authenticity with Megan Gorman
Megan Gorman of Chequers Financial Management discusses the importance of paving your own path as an advisor and how to establish and maintain close relationships with clients.
Planning Beyond the First Six Months with Michael Kitces
Michael Kitces talks about his personal journey through the financial advisory space and the importance of curiosity, consistency, and focus.
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.
Building Trust, Catching Red Flags, and Educating Athletes
Steve Atkinson talks with Mike George of Athletes Financial about the challenge of working in a clearly defined niche – in this case, professional athlete clients – but also what kind of mindset and processes have helped make the team successful at doing so.
Life-Based Conversations and Learning to be Likable with Barry LaValley
Barry talks about the importance of life-based conversations and why too many advisors focus on how they work over what services they provide.
Winning for Your Clients and Planning for the Unexpected with Stan Royer
Stan Royer of Claris Advisors in St. Louis talks about how planning for the unexpected and being intentional keep his team focused on helping clients win with their goals.
Balancing Risk and Gaining Client Trust with Ryan Brott
Ryan Brott of Ellerbrock-Norris Wealth Strategies talks about the gap he saw between risk management and wealth management, and how he used his young practice to begin bridging it.
Client Segmentation Strategies with Jim Dischert
Jim Dischert, of Three Sixty Wealth Management, talks about what led him to reassess who his ideal client is and then, when he had his answer, help about a third of his clients find a new advisor.
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.
Staying Accountable, Planning for Success, and Making It Resonate with Peter Succoso
Peter Succoso of Sherpa Financial discusses how thoughtful strategic planning has helped him build a successful practice and what others can do to plan their business with purpose.
Learning to Be Vulnerable and Living in the Unknown with Chris Gardner
Chris Gardner of FMF&E Wealth Management on sharing your personal story and deepening client relationships by allowing them to tell their own story.
Information Sharing and Navigating the RIA Marketplace
Brad Wales, founder of Transition To RIA, shares what advisors need to know when navigating the journey and decision-making process behind launching an RIA, as well as the ins and outs of the RIA marketplace.
Holistic Planning, Value-Based Leadership & Navigating Tough Times
Steve Atkinson and Charlie Weidman of Heritage Financial Counselors talk about rooting a practice in value-based leadership.
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.
Education, Active Listening and Emotion Over Data
Apollo Lupescu of Dimensional Fund Advisors discusses client education, effective communication strategies for advisors and the merits of simplifying your style.
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.