From the Bullpen to Wealth Management with Eric Sobocinski

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.

Links

 Connect with our host

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Strategic Partners (BSP) on this site is based on the data available at the time of publication which may become outdated or otherwise superseded at any time without notice, and the opinions of BSP.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