Increased daily demands and tight profit margins can impact the foundation of client relationships and diminish the vitality of your firm. How can you turn these obstacles into profitable opportunities? During this interactive webinar, Michael Brundage of Clear Ridge Wealth Management and Kelly Stanley of Cogent Strategic Wealth share their firsthand experiences of how the Buckingham Advanced Planning team, including advanced planning advisor Bill Morgan, has supported their firms and helped them develop high quality client interactions.
Alex Potts sits on the board of directors for Buckingham Wealth Partners, while also serving as president of Buckingham Strategic Partners. As president, he focuses on forward-looking strategies, vision and growth for our Turnkey Asset Management Platform (TAMP) business. He considers it his mission to help individuals and families reach their financial goals.
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 .
Buckingham Strategic Partners
When advisors work with Buckingham Strategic Partners, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Buckingham’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.