The Value of Partnering

Steven Atkinson
December 13, 2021

Hosted by Alex Potts, President of Buckingham Strategic Partners, and Steven J. Atkinson, Managing Director, Advisor Relations

You became an independent advisor to help your clients navigate through unique challenges to reach their financial goals. But you don’t have to do this alone. In this episode, Alex and Steve speak with advisors Michael Evans and Chris Winkler on the everyday advantages of partnering with Buckingham.

Michael and Steve take a deep dive explaining how Buckingham’s resources allow them to focus more time on client relationships and less time on the behind-the-scenes demands of running a business.

Listen to the personal stories of how Buckingham’s vast resources, content and community of like-minded advisors have revolutionized their business and allowed them to focus on what really matters – making financial dreams come true.

See how the Value of Partnering can change the trajectory of your business then reach out to schedule an exploratory conversation.

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 .