Nationally renowned advisor and entrepreneur Steve Lockshin has seen the ups and downs of the industry from the front row. But the one guiding light in his career has been believing in himself—even when he changes his mind. In this episode of The Human Advisor, Steve talks about his career, the importance of mentors, and building trust with your clients.
00:00 Intro
05:20 The importance of finding a mentor
10:10 Being the number one financial advisor and the power of being independent
13:03: Challenges of going independent
20:30 Following advice from Warren Buffet and the importance of ‘not caring’
23:23 Starting Vanilla, what Steve can’t do, and investing
25:56 Investing and getting more people at the table
29:06 Advice for starting your own firm
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ABOUT THE HUMAN ADVISOR:
This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
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Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.
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