Mar 7, 2022
Shaw Pritchett spent 20 years as a tax accountant at Jackson Thornton, before transitioning to the asset management side of the business in 2015. Now in his eighth year as a holistic wealth advisor, Shaw has added “navigating a global crisis” to his resume.
In 2020, even as a pandemic sent the world spinning, Shaw kept his team calm and focused, accommodating their needs, and continuing to grow Jackson Thornton despite it all. Shaw attributes his success to personal growth as an advisor and the patience he learned playing professional golf.
In this episode, Steve talks with Shaw about making the leap from accounting to wealth management, how he encourages clients to set big financial goals, avoiding a task-oriented mindset, acting like a team player, thriving during a pandemic, and what professional golf has taught Shaw about communicating with clients and coming out on top.
Key Takeaways
Quotes
[15:34] - “You really gotta get it to where you can relate on a client’s level and you want them to get through a meeting, get through an encounter, understanding what you’re saying. And I think in a lot of cases, stories and other ways to relate information to people other than just cold hard data and facts is probably a better way to go.” ~ Shaw Pritchett
[25:22] - “I am still working on the concept of being comfortable with silence in a meeting, I’m not really good about that. I’ve got partners that are a lot better at that than me. But I do think having that focus on letting the client have some airtime is important.” ~ Shaw Pritchett
[30:22] - “I don’t want it to be about Shaw. I think through the early part of my career, I’ve always been really competitive, and it needed to be about me and my recognition. And what I’ve learned throughout the years is, just because I succeed doesn’t mean someone else can’t succeed.” ~ Shaw Pritchett
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