Want to create an interactive transcript for this episode?
Podcast: The Meb Faber Show - Better Investing
Episode: Steve Lockshin - We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients | #117
Description: In Episode 117, we welcome entrepreneur and wealth advisor, Steve Lockshin. At Meb’s request, Steve walks us through his professional background in the financial services industry. It’s an interesting story, reflecting how wealth management has changed over the decades.Meb picks up on a term Steve used in describing his early years – “producer” (referencing an advisor) – making the point that if advisors were expected to produce revenue to the degree that “producer” was their name, it pointed toward a potential conflict with the client’s goals. Steve agrees, noting that the conflicts of interest in the business are chall...