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The Admired Advisor Podcast

Jun 27, 2022

What if a room could make the difference between a distracted client and an authentic conversation? With help from Buckingham’s Design Build Protect process and life map cards, Paul Ragone of Integrity Wealth Services has designed such a room. 

Surprising with a location change, Paul introduces clients to what he...


Jun 13, 2022

Lessons from a strong leader apply to every managerial role. Whether you oversee employees, advisors, clients, or whomever, the principles of management are universal. Wendy Hartman, President of Buckingham Strategic Wealth, is no stranger to practicing what she preaches, applying the same leadership and communication...


May 30, 2022

Rarely is one’s career path a straight line. In most cases, an unlikely side step corrects our path forward. Alfredo Mesa’s journey is no exception. When Alfredo graduated with a degree in finance, his only options were brokerage firms, insurance companies, and banks. Missing that element of intimate financial...


May 16, 2022

Years ago, as two companies faced a tough merger, April Aandal sat in a room full of advisors, agenda in hand, trying her best to foster a productive meeting. But the room was distracted and uninterested in the bullet points she’d prioritized. Instead, they were interested in their own agendas. When the advisors...


May 2, 2022

When Chris Williams began his career in a small accounting department, he missed interacting with the people on the other end of his spreadsheets. As he transitioned into financial services and advanced through large advisory firms, that desire to build close relationships with clients persisted. While he got close,...