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
Links
- Shaw on LinkedIn
- Jackson Thornton Asset Management
- RSM US Alliance
- Admired Advisor: Work Ethic, Critical Thinking, and Risk-Taking with Ernest Clark
- Huntingdon College
- NAIA
- Huntingdon Athletic Hall of Fame
- Alabama State Senior & Super Senior Four-Ball Championship
- Alabama State Match Play & Senior Match Play Championship
- The Discovery Booklet
Connect with our hosts
Subscribe and stay in touch
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
Links
- Shaw on LinkedIn
- Jackson Thornton Asset Management
- RSM US Alliance
- Admired Advisor: Work Ethic, Critical Thinking, and Risk-Taking with Ernest Clark
- Huntingdon College
- NAIA
- Huntingdon Athletic Hall of Fame
- Alabama State Senior & Super Senior Four-Ball Championship
- Alabama State Match Play & Senior Match Play Championship
- The Discovery Booklet
Connect with our hosts
Subscribe and stay in touch
Steven Atkinson
Managing Director, Advisor Relations with Buckingham Wealth Group. 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. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve currently splits his time between Omaha, NE and Edwards, CO with his wife and three daughters.
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