Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters

Steven Atkinson
December 6, 2021

At the very end of our lives, we shouldn’t be concerned about the financial well-being of those we’re leaving behind. Unfortunately for many, that peace of mind is a luxury. Neel Shah of Beacon Wealth Solutions is on a mission to bring that financial peace to as many clients as possible through a complete planning approach.

After graduating with a finance degree, Neel had to choose between the financial advisory path and law school. Ultimately, Neel chose law school and spent the next 20 years behind the wheel of corporate business and real estate transactions. After a while, Neel discovered his passion for the advisory side and began diving into trust and estate planning.

Although an improvement, Neel still felt he could dig deeper with clients, so he revisited his old background and began developing relationships with CPAs, financial advisors, and insurance agents – professionals who quickly became his primary referral source. It wasn’t long before Neel’s firm fully embraced the RIA model and Beacon Wealth Solutions was born.

In this episode, Neel talks with Steve about executing that tough pivot, his unique outlook on clients, his role as a change agent, and the mindset shifts that transformed his career and his life.

“The value that we bring is this EQ communication skill. And what I’ve learned more than ever is that that is probably the biggest value that I can bring to people. I think we kind of underestimate that because it might come naturally to us.” ~ Neel Shah

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Steve Atkinson

Steven Atkinson

Managing Director, Advisor Relations

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 .