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The Admired Advisor Podcast

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,...


Apr 18, 2022

In the late 90s, Eric Clarke was running an RIA firm and needed a reliable tech solution to increase efficiencies and improve the client experience. Unfortunately, nothing available to Eric worked at the level his firm required. Fiduciary RIAs were still an emerging trend and the tech world was slow to catch on. So Eric...


Apr 4, 2022

Do you ever wish you could have a financial do-over? Jim Crider spent the first few years of his career speaking to clients and wishing he could turn back their financial clocks. After all, just a few poor decisions early in life can derail a meaningful retirement and leave you racing to the finish line. 

While many...


Mar 21, 2022

Sometimes our past informs our future. Often, that connection is unexpected and unpredictable, as was certainly the case for Mike Dixon. Mike was working at Chevron when he began thinking about the idea of transitioning into financial services. When the time finally came to begin his business full-time, Chevron...