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Steve Atkinson - The Admired Advisor

Steve Atkinson - The Admired Advisor

FromStandard Deviations with Dr. Daniel Crosby


Steve Atkinson - The Admired Advisor

FromStandard Deviations with Dr. Daniel Crosby

ratings:
Length:
39 minutes
Released:
Jun 23, 2022
Format:
Podcast episode

Description

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/id1519857134https://books.google.com/books/about/27_Principles_Every_Investor_Should_Know.html?id=C6yGxgEACAAJCompliance Code:  0994-OAS-6/8/2022
Released:
Jun 23, 2022
Format:
Podcast episode

Titles in the series (100)

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.