In this episode, Steve Atkinson and Mike Dixon of Dixon Financial Services discuss how Mike’s practice has evolved over the past 30 years, the power of gratitude, how to disagree and offboard gracefully, fostering client trust, and why Mike hasn’t abandoned old-school gestures despite the technology all around us.
Show Notes
Sometimes our past informs our future. Often, that connection is unexpected and unpredictable, as was certainly the case for Mike Dixon. Mike was working at Chevron when he began thinking about the idea of transitioning into financial services. When the time finally came to begin his business full-time, Chevron graciously left Mike to handle outplacement for retirees. Through that process, Mike obtained about 40 to 50 clients per week and so began his new career as a financial advisor.
Grateful for the opportunity from his former employer, Mike brings intentional gratitude into every aspect of his practice today. He’s grateful for the clients who trust him enough to introduce their family members and friends, and he’s sure to remind clients of the power gratitude has to transform their lives.
In this episode, Mike talks with Steve about how his practice has evolved over the last 30 years, the power of gratitude, how to disagree and offboard gracefully, fostering client trust, and why he hasn’t abandoned old-school gestures despite the technology all around us.
“Our main focus in the earlier days was thinking we were just about investments, to knowing we’re much more than that. We’re driving to quality of life, to helping people improve their life.” ~ Mike Dixon
Links
- Mike Dixon
- Dixon Financial Services
- Wayne Freeman
- Walter Au
- Tyler Mullen
- Chevron
- Behavioral Finance: The Second Generation
- Meir Statman
- Dan Wheeler
- DFA
- Randall Stutman
- Alex Potts
- Learning To Dance in the Rain: The Power of Gratitude
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Steven Atkinson
For 25 years Steve has helped advisors get into the RIA space and/or helped them grow by developing and sharing a variety of client experience best practices. Steve was an original architect of Buckingham’s Design | Build | Protect® client experience process along with the Life Discovery and Feedforward programs. Steve is also an author of The Wealth Solution and 27 Principles Every Investor Should Know. He is also the host of the Admired Advisor podcast. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve lives in Edwards, CO and enjoys spending time with his daughters skiing in the winter or golfing in the summer .
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