Doing Things Differently, Teachable Moments, and the Need for Nice

Most investors play the long game. Rather than worrying about an ROI tomorrow, they hold with confidence, knowing their gains will be greater the longer they hold steady. Eric’s approach to his firm is much the same. Rather than focusing on immediate client ROI, Eric spends weeks getting to know each client before diving into their financial specifics.

Beginning his career at Norwest/Wells Fargo in 1994, Eric soon realized that large corporations weren’t a great fit. Fortunately, he met another advisor who recruited him to Sound Financial Strategies. There, Eric was allowed to do things differently and place clients before immediate financial gain. The firm continued to grow until eventually the RIA Sound Financial Investments was born.

In this episode, Steve and Eric discuss Eric’s client-centric approach, thinking big picture, and why a comprehensive strategy is the secret ingredient to financial success.

“The client sitting in front of you is more than just a pot of money. There is no, ‘what is your number?’ The mathematical formulas of wealth = money x rate x time — yeah in an ideal world or a perfect world works out. But in the real world, it doesn’t. So it’s ‘how do we take this asset, how do we take this product, this piece of your financial life, and combine it with two or three other things, and make it work wonderfully.’” ~ Eric Lansford


 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Strategic Partners (BSP) on this site is based on the data available at the time of publication which may become outdated or otherwise superseded at any time without notice, and the opinions of BSP.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.