Steve Atkinson

ASSOCIATE

Steve coaches leaders and teams within the registered investment advisor industry and speaks frequently on topics of leadership, becoming referable, and optimizing time. He has unique expertise in helping owners and sales teams increase productivity and stimulate growth by delivering higher client satisfaction and becoming more referable. 

With more than 28 years of professional experience, Steve has served on executive teams and built highly productive sales teams that generated substantial growth at scale. While on the leadership team of Loring Ward & Buckingham Wealth Partners, Steve oversaw the firm’s growth from $2.5 billion in AUM to $38 billion AUM. Steve has led study groups for more than 20 years and created multiple client engagement programs that increase client satisfaction.

Steve holds a degree in Finance & Banking from The University of Nebraska – Omaha. He has authored two books — The Wealth Solution and 27 Principles Every Investor Should Know — hosted the Admired Advisor podcast with more than 80 episodes, and spoken at hundreds of conferences in the financial services industry.

Steve splits his time between the Vail Valley in Colorado and Cave Creek, Arizona, where he is able to enjoy two of his favorite hobbies, skiing and golf, with his three daughters.