UPCOMING WEBINAR: Understanding Admired Leadership

The “Inspiring Insights: Understanding Admired Leadership” webinar with Steve Atkinson and Mallory Stacey is tailored for financial advisors committed to leadership excellence. This session will explore how effective leadership practices can enhance client relationships and business growth. Attendees will learn to define impactful leadership, understand the significance of behaviors in leadership roles, master key attributes that distinguish admired advisors, and adopt a leadership approach that motivates and engages clients. Atkinson and Stacey, with extensive experience in coaching and advising within the financial industry, will share insights from their career growth and client engagement strategies. This interactive session promises to enrich advisors’ proficiency in fostering robust, enduring client connections through admirable leadership practices.

Learning Objectives:

  1. Explore the core principles of leadership and identify characteristics that define effective leaders
  2. Examine the impact of behaviors on leadership success and client relationships
  3. Uncover three key practices that successful advisors implement for exceptional service
  4. Discuss strategies to universally engage and motivate clients through leadership

About Mallroy Stacey

Mallory Stacey, Managing Director at CRA | Admired Leadership®, advises experienced and emerging leaders from fortune 500 companies. She has recently focused on newly promoted leaders looking to advance in their careers. She specializes in helping others build their own leadership credibility and develop their relationships in an authentic, compelling, and practical way. Her recent clients include leaders across Tory Burch, JP Morgan Chase, Oppenheimer, NASCAR, BMS, Ernst & Young, Wells Fargo, NICSA and Bank of America.

Prior to joining CRA | Admired Leadership, Mallory spent over a decade as a Consultant at Ernst & Young, where she was a part of the process improvement division of the business transformation office. Mallory led cross-country teams through the development and implementation of strategic initiatives.

Mallory received her M.S. in Accounting and B.A. in Business Administration from Texas A&M University. She is a Certified Public Accountant and Certified Fraud Examiner.

About Steve Atkinson

Steve Atkinson, Managing Director at CRA l Admired Leadership®, provides coaching to financial advisors and teams within companies who serve the financial planning industry. He advises teams and individuals who want to better their client relationships and drive higher retention, increase their referability, and make better use of their time to create career / life balance while adding more value to clients.

Prior to joining CRA | Admired Leadership®, Atkinson was on the leadership team of Loring Ward and then Buckingham Strategic Partners after a merger in 2018. He recruited and developed a team that coached advisors on best practices while also developing client experience programs that drove industry high retention and growth rates. During his tenure, the firm grew from $2.5 billion AUM to $37 billion AUM. Atkinson’s areas of expertise include time management, growth through relationships, and strong client engagement.

He earned his B.S. in finance and investment banking from The University of Nebraska – Omaha and has held key roles supporting and growing advisory practices since 1997. Atkinson has lived in Connecticut, Pennsylvania, Nebraska, California, and Colorado while pursuing his life’s passion of making leaders better. He hosted the Admired Advisor Podcast, releasing 86 episodes from 2020 – 2023, has authored two books (The Wealth Solution and 27 Principles Every Investor Should Know), and is often quoted in industry publications. He frequently speaks at conferences and client events.

In Atkinson’s free time you can find him skiing at his home in Colorado, golfing when the weather is appropriate, or spending time with his three daughters.


$0 Equita Members; $39 Non-members

1-hour CFP® and NAPFA CE when attending the live event

Register Here

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.