Regardless of where he is, who he’s speaking to, or what they’re talking about, Bridger Parsons prides himself on being consistent. In his words, consistency of character is the hallmark of a great advisor. 

One of Bridger’s core values is connecting with clients before diving into the nuances of their portfolios. At Old Town Wealth Advisors, Bridger and his advisors plan with goals, performance, and people in mind.

In this episode, Bridger talks with Steve about avoiding technicalities and embracing what’s personal, why frequency beats length and quality, the types of clients Bridger prefers meeting, and how Bridger prioritizes over a hundred client relationships.

 

Key Takeaways

• [02:02] - An overview of Old Town Wealth Advisors. 
• [04:33] - How and why Bridger’s firm evolved into a full-service, holistic planning company.
• [08:42] - What a typical week looks like for Bridger. 
• [11:32] - How Bridger prioritizes contact with his 125 clients. 
• [12:48] - Why Bridger removes formality from his client conversations. 
• [16:39] - Why Bridger prefers clients who value the relational aspect of a client-advisor relationship. 
• [17:21] - What a typical review meeting looks like at Old Town Wealth Advisors. 
• [19:11] - What tactical resources Bridger uses in client review meetings. 
• [20:04] - How Bridger fosters a community among advisors and clients. 
• [21:44] - How Bridger grows his firm. 
• [23:59] - What makes a client discovery meeting successful (and enjoyable). 
• [25:56] - Why remaining active in his community energizes Bridger. 
• [26:47] - What Bridger strategically outsources.
• [29:08] - What language Bridger avoids when speaking to clients. 
• [33:03] - How other people have shaped Bridger’s advisor ideas. 

 

Quotes

[16:49] - “It’s not rewarding, even if it might be financially rewarding, to work with someone that, at least in my opinion, I don’t have that connection with or that relationship with.” ~ Bridger Parsons

[28:36] - “The old saying, ‘personal finance is more personal than finance,’ I’ve always adhered to that idea. There are so many other avenues outside of building and designing and managing portfolios that I think have a bigger impact on their financial goals in the long run that that’s where we tend to focus our energies.” ~ Bridger Parsons

[35:25] - “I think the greatest thing about this industry is that we get to work with fascinating people that have had fascinating lives. They built careers, businesses, and lives in unique ways and it’s a pleasure for me to be able to hear those stories.” ~  Bridger Parsons

 

Links 

• Bridger Parsons
• Old Town Wealth Advisors
• MoneyGuide 
• Colorado State University

 

Connect with our hosts

• Steve on LinkedIn

Subscribe and stay in touch

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• Steve on LinkedIn
• Follow Buckingham Strategic Partners  on LinkedIn