In a dynamic field such as financial advisory, becoming successful takes more than technical knowledge and expertise. It also requires a unique combination of qualities that enable advisors to connect with clients on a deeper level, understand their unique circumstances, and ultimately help them achieve their financial goals. 

In this episode, Rusty and Robyn talk with Steven Atkinson, Executive Vice President at Buckingham Strategic Partners. In his role, Steve leads a team committed to providing a transformational experience to investment advisors who have chosen to partner with their firm. His team proactively and reactively works with advisors, ensuring they understand their goals, obstacles, and business plans.

Having a passion for helping advisors do more, Steve talks about what makes a good advisor, the qualities of a successful and admired financial advisor, and how to build good relationships and get fans.

Key Takeaways

• [03:12] - How Steven got into investing.
• [04:56] - How Buckingham Strategic Partners serves financial advisors.
• [06:40] - What it's like to be Buckingham's Vice President.
• [08:05] - The key qualities that make the best advisors.
• [11:25] - What the best advisors do to build relationships.
• [18:14] - The key principles of a good leader.
• [20:10] - Steve's take on how AI could impact financial advisors.
• [21:43] - What inspired Steve to create the Admired Advisor podcast.
• [23:17] - What Steve's book, “27 Principles Every Investor Should Know”, is about.
• [29:41] - Steve's favorite investment idea.
• [30:28] - How Steve maintains his ability to perform at a high level.
• [31:46] - The people Steve is thankful for professionally.
• [34:00] - Steve's recommendation for content.

Quotes

[14:24] - "Every single client views you as a leader. You're handling their financial future, and they're trusting that you know the pathway and how to get there." ~ Steven Atkinson

[18:33] - "There's no better time to show up as a leader than during times of crisis, and some of the best advisors lean into those crisis moments. They grow their reputation and their business when things go wrong. They show up, and they're present for their clients." ~ Steven Atkinson

[21:24] - "If you're in the people business, you'll always have to spend time with people. That's one of the things you can't outsource. I don't think you can outsource the human element of making that connection and having those real conversations." ~ Steven Atkinson

Links 

• Steven Atkinson on LinkedIn
• Buckingham Strategic Partners
• Standing Outside The Fire
• CLS Investments
• 27 Principles Every Investor Should Know
• Triumph of the Optimists
• Strategic Coach
• Dan Sullivan
• Alex Potts
• The JOLT Effect
• The Admired Advisor Podcast

Connect with our hosts

• Rusty Vanneman
• Robyn Murray

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• Google Podcasts

0891-OPS-3/29/2023