Steve Atkinson - Stepping Into A Strategic Advisor Role - podcast episode cover

Steve Atkinson - Stepping Into A Strategic Advisor Role

Jul 13, 202135 minSeason 1Ep. 12
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Episode description

Steve Atkinson of Buckingham Strategic Partners is back for another episode to discuss taking that big step to become a true strategic advisor for your clients. In the financial services industry, sometimes it can become transactional and the mentality can remain stagnant with old processes. It's our job as progressive advisors to take that big step forward in becoming strategic advisors that truly want to help better the lives of everyone we work with.

Drink of the day: Woodford Reserve

Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Buckingham Strategic Partners: https://buckinghamstrategicpartners.com/
Steve Atkinson: https://www.linkedin.com/in/steven-atkinson-7a49bab/

27 Principles - Written by Steve Atkinson: https://books.google.com/books/about/27_Principles_Every_Investor_Should_Know.html?id=C6yGxgEACAAJ

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