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The Admired Advisor Podcast

Dec 28, 2020

In this episode, Steve talks with Doug Howes, the CEO of Sapphire Wealth Management in Andover, Massachusetts. 

Doug and his team put a lot of focus on the client experience. Throughout the years, Doug has built processes that help him invest in client relationships, but it all started by asking “why” and “how”...

Dec 14, 2020

In this episode, Steve talks with Deanne Rosso and Chuck Vickery of Vickery Financial Services. Vickery Financial is based in Athens, GA, and serves more than 250 families. 

While most advisors talk about succession planning with their clients, it’s not often that they think about it in their own business. Vickery’s...

Nov 30, 2020

In this episode, Steve talks with Hilary Hendershott, the founder of Hendershott Wealth Management and the host of Profit Boss Radio. Hilary is an educator and advocate for empowering women to take more ownership of their finances.

Hilary was brought up in the wealth management industry with her dad at the helm of his...

Nov 16, 2020

In this episode, Steve talks with Georgia Lee Hussey of Modernist Financial in Portland, Oregon. Georgia founded Modernist Financial five years ago after becoming a CFP and transitioning from a career in the arts. 

Prior to her work as a financial planner, Georgia was a sculptor, writer, and performance artist. After a...

Nov 2, 2020

In this episode, Steve talks with Dan Goldie, a Certified Financial Planner with Buckingham Strategic Wealth. Though his career started as a professional tennis player, Dan shifted his to financial services in the 90s and never looked back. 

Starting from zero clients and minimal experience in 1991, Dan was able to grow...