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