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You have lots of options to support your business. But to grow a roster of high-net-worth clients in today’s competitive financial landscape, you need more. That’s where we come in.
Expand your resources, skills and economies of scale with our Advanced Planning Team. In many instances, high-net-worth clients come with a unique set of complexities and goals. Even if you have the bandwidth to form these relationships, if you don’t have the resources to fully engage with them, you are wasting your time.
That’s why we developed our Advanced Planning team. Our heavy hitters are armed with evidence driven insights, personalized strategies and advice that will better equip you to engage in planning conversations. If you have a question, difficulty or issue, this team, led by some of the most well-respected industry leaders, will provide you with the information you need to confidently guide your clients.
Your firm is built on providing personalized service for every one of your clients. But as your business grows, your ability to research and design a customized plan for their unique needs becomes more challenging. Filled with over ten categories, Buckingham’s Wealth Planning conversations are a game changer when you need scalable advice. Whether you need help guiding client conversations or want a time-saving supplement with up-to-date research and customizable, white-labeled resources, you’ll never be at a loss for words.
* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
Jeffrey serves as Buckingham’s primary thought leader regarding evidence-based planning concepts and strategies. He excels at distilling complex financial laws, regulations, trends and policy into understandable resources. His work at Buckingham provides him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams. Besides being an award-winning technical resource for advisors, Jeffrey is an acclaimed author, content creator and article contributor.
Michael is a passionate advocate for evolving, expanding and institutionalizing what excellence in financial planning can be. As the head of planning strategy at Buckingham Strategic Wealth, Michael leverages his industry knowledge and thought leadership to shape strategic priorities for the organization. He is instrumental in leading research that fuels the firm’s evidence-based financial planning strategies. Beyond his popular Nerd’s Eye View website, Michael is an active writer and editor across the industry and has been featured in numerous publications.
As an advanced planning advisor, Bill helps clients build and implement a holistic financial plan engineered for their specific financial situation. He works with a team of professionals to monitor, update and execute wealth management strategies in pursuit of his clients’ wealth transfer, retirement and tax objectives.
Matt began his career as a financial representative. This was the steppingstone that eventually led him to build training and coaching programs for a national team of advisors, sales reps and leaders. Prior to joining Buckingham, Matt was the founder and Director of Advisor Education at Kitces.com. His team provided advisors with courses, continuing education, webinars and other resources. As a member of Buckingham’s Advanced Planning team, Matt uses his skills to provide advisors with needed tools, resources, and information to deliver a personalized client experience.
The most recent case with a large prospect was with BSP advisor Tom Geoghegan. He had a $12M – $14M prospect which was well beyond his comfort zone and his typical client. Tom and I had a preliminary discussion to discuss the Waterfall methodology and how to help a HNW client understand their finances and then how to position those finances currently and in the future to meet the family’s goals. Tom and I then met to discuss the prospect’s finances and current holdings. We identified the 3 – 4 big issues that needed a solution in order for the prospect to maximize his goals and minimize the future taxes paid to the government. I coached Tom through the talking points and built up his confidence for the upcoming prospect meeting. Tom was successful in obtaining the prospect’s business which when fully implemented will be his largest client and a nice increase to his AUM.
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Jeffrey serves as Buckingham’s primary thought leader regarding evidence-based planning concepts and strategies. He excels at distilling complex financial laws, regulations, trends and policy into understandable resources. His work at Buckingham provides him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams. Besides being an award-winning technical resource for advisors, Jeffrey is an acclaimed author, content creator and article contributor.
Michael is a passionate advocate for evolving, expanding and institutionalizing what excellence in financial planning can be. As the head of planning strategy at Buckingham Strategic Wealth, Michael leverages his industry knowledge and thought leadership to shape strategic priorities for the organization. He is instrumental in leading research that fuels the firm’s evidence-based financial planning strategies. Beyond his popular Nerd’s Eye View website, Michael is an active writer and editor across the industry and has been featured in numerous publications.
As an advanced planning advisor, Bill helps clients build and implement a holistic financial plan engineered for their specific financial situation. He works with a team of professionals to monitor, update and execute wealth management strategies in pursuit of his clients’ wealth transfer, retirement and tax objectives.
Matt began his career as a financial representative. This was the steppingstone that eventually led him to build training and coaching programs for a national team of advisors, sales reps and leaders. Prior to joining Buckingham, Matt was the founder and Director of Advisor Education at Kitces.com. His team provided advisors with courses, continuing education, webinars and other resources. As a member of Buckingham’s Advanced Planning team, Matt uses his skills to provide advisors with needed tools, resources, and information to deliver a personalized client experience.
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NORTHERN VIRGINIA
Divisional Manager | Home Base: Oaks, PA
CENTRAL & SOUTHERN VIRGINIA
Divisional Manager | Home Base: Lookout Mountain, TN
NORTHERN VIRGINIA
CENTRAL & SOUTHERN VIRGINIA