The decision to outsource investments and back-office tasks can feel stressful and overwhelming, especially when coupled with an unknown impact on your firm, your clients and your future. Get the inside scoop from advisors who made the leap.
During our Behind the Scenes: The First 90-Days with Buckingham Strategic Partners webinar, three of the newest members of our community share their stories of leveraging the resources of a national firm. They take a deep dive into how this partnership has impacted their day-to-day lives, their experiences transitioning their clients’ accounts and how this evolution has powered their firms in unexpected ways.
Panelists:
- Arielle Bittoni CFA, CFP® | Good Balance Financial Planning | BSP member since February 2023
- Tim Kliewer, CFP® | SJHL Financial Group | BSP member since May 2023
- Ben Taylor | Infinity Advisory Group | BSP member since June 2023
Hosts:
- Sean Brooks, AIF® | Divisional Manager – Central at Buckingham Strategic Partners
- Ben Slater, CFS® | Division Manager – West at Buckingham Strategic Partners
