The Admired Advisor Podcast

86 Episodes

1. Appreciating Introductions, Disagreeing Gracefully, and the Power of Gratitude with Mike Dixon

   Published: 3/21/2022
2. Becoming a Team Player, and Thinking Like a Golf Pro with Shaw Pritchett

   Published: 3/7/2022
3. Paving a Unique Path, the Value of Authenticity, and Navigating the Emotional Aspects of High Net Worth Clients with Megan Gorman

   Published: 2/21/2022
4. Planning Beyond the First Six Months with Michael Kitces

   Published: 2/7/2022
5. Work Ethic, Critical Thinking, and Risk-Taking with Ernest Clark

   Published: 1/24/2022
6. The Value of Work-Life Harmony, Cultivating a Feedback Culture, and Working Toward Holistic Planning with Mary Huntley

   Published: 1/10/2022
7. Doing Things Differently, Teachable Moments, and the Need for Nice with Eric Lansford

   Published: 12/27/2021
8. Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters with Neel Shah

   Published: 12/6/2021
9. Building Trust, Catching Red Flags, and Educating Athletes with Mike George

   Published: 11/22/2021
10. Life-Based Conversations and Learning to be Likable with Barry LaValley

    Published: 11/8/2021
11. Winning for Your Clients and Planning for the Unexpected with Stan Royer

    Published: 10/25/2021
12. Balancing Risk and Gaining Client Trust with Ryan Brott

    Published: 10/11/2021
13. Client Segmentation Strategies with Jim Dischert

    Published: 9/27/2021
14. Engaging in a Client-Centered Discovery Process with Trey Nelson

    Published: 9/13/2021
15. Staying Accountable, Planning for Success, and Making It Resonate with Peter Succoso

    Published: 8/30/2021
16. Learning to Be Vulnerable and Living in the Unknown with Chris Gardner

    Published: 8/16/2021
17. Information Sharing and Navigating the RIA Marketplace with Brad Wales

    Published: 8/2/2021
18. Holistic Planning, Value-Based Leadership & Navigating Tough Times with Charlie Weidman

    Published: 7/19/2021
19. Multi-Generational Planning and Community Building with Akemi Dalvi

    Published: 7/5/2021
20. Education, Active Listening and Emotion Over Data with Apollo Lupescu

    Published: 6/21/2021