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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...