Steve Atkinson - The Admired Advisor

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Steve Atkinson. As Managing Director, Advisor Relations, Steve Atkinson is a senior member at Buckingham overseeing the relationship experience the advisors and their clients have with the firm. In conjunction with the many resources at Buckingham, the team helps advisors in their pursuit of delivering true wealth management.

He is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Banking. He also holds the Certified Fund Specialist (CFS) designation along with FINRA licenses 7, 24 and 66.

Some of Steve’s favorite learnings since entering the business in 1996 were the lessons from participating in Dan Sullivan’s Strategic Coach program from 1999 to 2002 as well as the Admired Advisor content we started offering advisors in 2013. In his spare time Steve enjoys golfing, skiing or throwing a fishing line in the water when the opportunity presents itself. Steve, his wife, Laura, and their three daughters live in Omaha, Nebraska.

Tune in to hear:

- When we narrow down the financial advisors to those who we would trust to manage our spouse’s or parent’s finances, Steve thinks that we do so largely on behavioral factors alone. Which behavioral considerations make someone a trusted advisor?

- From the outside looking in (i.e. if you don’t personally know an advisor beforehand), how can one make a determination about whether an advisor is going to be one of the handful of advisors that another advisor might entrust with their family’s finances?

- Where does Steve think we are headed as an industry? How might we communicate the broader value we can offer to the investing public when they still largely think of us as “stock pickers?”

- What has Steve seen that really knits clients and advisors together?

- What is one thing, from a productivity standpoint, that Steve sees advisors failing to do or a place where they’re leaving value on the table?

- What’s an example of a common high effort, low impact advisor behavior?

- How can we begin to combat inflation at a time like this?

https://podcasts.apple.com/us/podcast/the-admired-advisor-podcast/id1519857134

https://books.google.com/books/about/27_Principles_Every_Investor_Should_Know.html?id=C6yGxgEACAAJ

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