The Human Advisor

Steve Lockshin on the power of being independent

Episode Summary

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.

Episode Notes

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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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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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