Advanced Planning for Growth Minded Advisor

Steven Atkinson
April 29, 2022

Like many advisors, Jared Siegel, Partner at Delap Wealth Advisory, was spending too much time in the back office. Instead of improving the value proposition of his firm, he was managing trading, refining the financial planning process and focusing on the tasks that took his attention away from his clients and the opportunity to build his client roster.

After hearing a podcast by Buckingham’s Head of Planning, Michael Kitces, featuring advisor Dan Goldie, Jared was inspired to begin his journey in partnering with Buckingham. Now is your time to learn how working with Buckingham can kick off your next chapter of your firm’s journey.

In this webinar, Alex Potts and I sit down with Jared as he shares his first-hand experience working with the Buckingham team. He explains how our personalized offerings have grown his firm, developed his professional “swagger” and helped him to better handle difficult conversations. Plus, learn how he worked with Buckingham’s Advanced Planning Advisor Ernest Clark to build a roster of high-net-worth and complex clients.

We also cover:

  • The cost of partnering with Buckingham, the tiering schedule and fee flexibility
  • Buckingham’s models of fund families
  • The flexibility of Buckingham’s strategies
  • The use of custom QDIAs and the role of Buckingham’s Retirement Team
  • Buckingham’s Advanced Planning Team’s role in preparing for the sale of a business
  • And more!

Learn more about how Buckingham can help you devote more attention to your clients and less time to mid- and back-office tasks then reach out to schedule an exploratory conversation.

R-22-3731

Steve Atkinson

Steven Atkinson

Managing Director, Advisor Relations

For 25 years Steve has helped advisors get into the RIA space and/or helped them grow by developing and sharing a variety of client experience best practices. Steve was an original architect of Buckingham’s Design | Build | Protect® client experience process along with the Life Discovery and Feedforward programs. Steve is also an author of The Wealth Solution and 27 Principles Every Investor Should Know. He is also the host of the Admired Advisor podcast. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve lives in Edwards, CO and enjoys spending time with his daughters skiing in the winter or golfing in the summer .