• 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.

Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters

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

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

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

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