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Steve Atkinson - Stepping Into A Strategic Advisor Role
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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
This episode is sponsored by LAUNCH.
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