Becoming a Team Player, and Thinking Like a Golf Pro with Shaw Pritchett

In this episode, Steve Atkinson and Shaw Pritchett of Jackson Thornton Asset Management discuss how Shaw made the leap from accounting to wealth management, how he encourages clients to set big financial goals, building a business despite the pandemic, and what professional golf has taught Shaw about communicating with clients and planning ahead.

Shaw Pritchett spent 20 years as a tax accountant at Jackson Thornton, before transitioning to the asset management side of the business in 2015. Now in his eighth year as a holistic wealth advisor, Shaw has added “navigating a global crisis” to his resume.

In 2020, even as a pandemic sent the world spinning, Shaw kept his team calm and focused, accommodating their needs, and continuing to grow Jackson Thornton despite it all. Shaw attributes his success to personal growth as an advisor and the patience he learned playing professional golf.

“You really gotta get it to where you can relate on a client’s level and you want them to get through a meeting, get through an encounter, understanding what you’re saying. And I think in a lot of cases, stories and other ways to relate information to people other than just cold hard data and facts is probably a better way to go.” ~ Shaw Pritchett


 Connect with our hosts

 Subscribe and stay in touch

The contents of any report published herein are for informational and educational purposes only. The articles are not to be construed as investment, tax, financial, accounting, or legal advice. Individuals should seek independent advice from a tax professional based on his or her individual circumstances.

The analysis contained in any publication published or otherwise disseminated by Buckingham Strategic Partners (BSP) on this site is based on the data available at the time of publication which may become outdated or otherwise superseded at any time without notice, and the opinions of BSP. Certain information contained therein is based upon third-party sources, which BSP believes to be reliable, but is not guaranteed for accuracy or completeness. Neither the SEC nor any other federal or state agency or non-U.S. commission has confirmed the accuracy or determined the adequacy of information published or disseminated by BSP. Any publication or dissemination of information to the contrary is unlawful. Each reader acknowledges the contents published or otherwise disseminated by BSP is the sole property of BSP and any reproduction or distribution of such information, in whole or in part, other than for its intended purpose with credit provided to BSP, is prohibited. BSP reserves the right to remove, alter, edit, or adapt any third-party content published, contributed, or subject to applicable law.

By clicking on any of the links within the articles on this site you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.