Steve Atkinson - Stepping Into A Strategic Advisor Role

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 ReserveEpisode 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=C6yGxgEACAAJThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT’S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.