When Eric graduated from law school, his goal was to become a sports lawyer, helping athletes untangle their complicated web of money, taxes, and asset protection. In fact, as a relief pitcher in his younger years, Eric started his career giving advice from the bullpen.
Despite his enthusiasm, when he started his first job at a law firm, Eric realized that being on the clock prevented authentic conversations and deep relationships with clients. Trying his hand at an insurance agency and trust company, Eric figured selling products and focusing solely on asset management wouldn’t fulfill him either. Launching Amphora Wealth Management in 2011, Eric found the destination his career had been leading him to all along.
“You have to really understand your client and how to deliver the message and when to deliver the message. They might not be ready to hear what you have to say.” ~ Eric Sobocinski
In this episode, Eric talks with Steve about how practicing law shaped his relationship with clients, the importance of redefining what success looks like, how Eric built a process for ensuring authentic client conversations, and why clients’ comments about why they’ve left previous advisors is a telling reminder for us all.
- Eric Sobocinski
- Amphora Wealth Management
- Amy Waheed
- Northwestern Mutual
- Dimensional Fund Advisors
- Rose Bowl Parade
- The University of North Carolina
- Villanova University
- Duke University
- Philadelphia Phillies
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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 .