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The Admired Advisor Podcast

Apr 27, 2021

In this episode, Steve talks with Bruce Herbert, Founder and CEO of Newground Social Investment in Seattle, Washington. Newground focuses on helping clients make a socially responsible impact with money.

Whenever money moves, it has an impact. Investing responsibly and thinking long-term has changed company policy for...

Apr 12, 2021

In this episode, Steve talks with Clint Haynes, CFP and Founder of NextGen Wealth in Lee’s Summit, Missouri. A self-proclaimed early-adopter, Clint stresses the importance of leveraging technology and creating efficiencies.

Clint has worked in the financial services industry for more than 20 years. He spent the first...