How Handwritten Notes Build Modern Relationships
An experienced technical and nonfiction writer, Elizabeth Cottrell talks about the simple yet often underutilized communication method of handwritten notes.
Navigating the Challenges of Transferring Ownership in Financial Advisory with Matthew Delaney
Matt discusses the importance of transparency and open communication in client relationships during the transition process and the value of being involved in all aspects of the business.
Managing Your Practice
Recently, Ben Slater was featured on Dimensional’s “Managing Your Practice” podcast, sharing his thoughts on leveraging scale and taking your practice to the next level.
The Three C’s to Simplifying Financial Planning with Ross Riskin
Ross talks about the importance of advisors learning the many ways clients learn to help with adding ways they teach their solutions.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
