Regardless of where he is, who he’s speaking to, or what they’re talking about, Bridger Parsons prides himself on being consistent. In his words, consistency of character is the hallmark of a great advisor.
One of Bridger’s core values is connecting with clients before diving into the nuances of their portfolios. At Old Town Wealth Advisors, Bridger and his advisors plan with goals, performance, and people in mind.
“I think the greatest thing about this industry is that we get to work with fascinating people that have had fascinating lives. They built careers, businesses, and lives in unique ways and it’s a pleasure for me to be able to hear those stories.” ~ Bridger Parsons
In this episode, Bridger talks with Steve about avoiding technicalities and embracing what’s personal, why frequency beats length and quality, the types of clients Bridger prefers meeting, and how Bridger prioritizes over a hundred client relationships.
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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 .