Finding Your Partner: Building a Successful Wealth Management Practice
July 11, 2023 | 12:30 p.m. Central
Join us for a dynamic panel discussion with a group of Certified Public Accountants (CPAs) who made the decision to expand their practice to include wealth management services. This knowledgeable group will share their insights on both the challenges and opportunities they faced in making the transition, as well as the benefits of offering a […]
Engage 2023 | June 5-8, 2023
Join us at Engage 2023 The pace of accounting and finance is constantly evolving. From tackling emerging complexities and challenges head on to embracing ever-changing technology, it’s imperative to be forward thinking. You can’t afford to fall behind on advancing your skill set, pivoting your business needs, creating new revenue lines and utilizing the latest […]
Buckingham’s Power of Partnership Workshop | April 19, 2023 – April 20, 2023
Looking to learn more about Buckingham Strategic Partners? Increasing your firm’s efficiency, scale and engagement don’t happen by accident or luck. They are born from leveraging the powerful resources of a forward-thinking, comprehensive advisor platform. If you are searching for a partner who is committed to helping you grow your firm, develop deeper client relationships […]