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The Admired Advisor Podcast

Sep 21, 2020

In this episode, Steve talks with Josh Koehnen, Ari Crandall, and Joe LeBlanc, the three managing partners of Premier Wealth Advisors in San Diego, California. 

Throughout this conversation, they discuss how they merged their three individual practices into an ensemble business, and how the power of the right culture...

Sep 8, 2020

In this episode, Steve talks with Michael Evans of Cogent Strategic Wealth, based in Chicago. As Michael puts it, all the people Cogent serves likely have the ability to do what he does, but simply don’t want to. 

Michael’s firm serves 65 families in 17 different states, with clients ranging from heads of households...