Practice Management Archives - Buckingham Strategic Partners

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 […]

Uncovering Five Habits of Successful Advisors

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 […]

Advanced Planning for Growth Minded Advisors

Establishing and Nurturing Professional Relationships with Skip Briggs

As a former practicing CPA turned wealth manager, Skip talks about how he embodies the behaviors and traits of a successful relationship. He shares what it takes to work with other professionals, how those relationships can be so rewarding, and why protecting the other professional’s reputation is critical to the relationship

Overcoming the Challenges of Gen Two Advisors with Aaron Terwedo

The Value of Life-Based Conversations in Financial Planning

Bringing Faith, Values, and Stewardship to Financial Planning

As the second-generation owners of Family Wealth Partners, Nathan and Samuel talk about why they call themselves stewardship coaches instead of financial advisors and the importance of finding your style in engaging clients.

Behind the Scenes with Buckingham | Introducing Buckingham Strategic Partners

Clearing Financial Advisor’s Biggest Hurdles

Simply put, our goal at Buckingham Strategic Partners is to solve the problems financial advisors face on a daily basis. Like many “TAMPs”, we offer evidence-driven investment models, back-office support, portfolio management software and reporting, practice management and marketing support. But that’s only our warmup. Every day, we strive to bring industry leading services to […]

Bringing Tax Professionals and Financial Advisors Together

Steven speaks about how he built a company devoted to helping advisors who are committed to tax planning and preparation and the importance of using technology and software to maximize efficiency.

Tech Solutions with Buckingham Strategic Partners

As Michael Kitces’ FinTech Solution Map shows, there is no shortage of tech solutions available to help advisors. When you partner with Buckingham Strategic Partners, we help remove the complexities of these many solutions. You are easily able to streamline and integrate your FinTech needs. Check out how our platform eliminates the necessity for several […]

Developing Leadership and Advisory Skills with Alex Potts

Alex Potts, President of Buckingham Strategic Partners, talks about the origins of Admired Advisor as content for advisors at Buckingham, the difference between a trusted advisor and a leader, and what great advisors do to serve their clients.

Building Portfolios & Personalized Conversations Webcast

The Power of Conviction, Vulnerability, and Delegation with Matt Miller

Matt speaks about his life and business experiences and how vulnerability plays an important role in creating strong relationships with clients.

A Roadmap to Financial Independence and Security

As a former ocean lifeguard in his youth, Joe integrates his first responder mentality and talks about what it means to be a life planner.

Behind the Scenes with Buckingham

A sneak peek into who we are, the clients we serve and the expansive resources we provide.

Building a Successful Planning and Investment Firm

It’s about understanding how your money fits into your overall life and ensuring that it aligns with your values and goals.

From the Bullpen to Wealth Management with Eric Sobocinski

In this episode, Steve Atkinson talks with Eric Sobocinski about how practicing law shaped his relationship with clients.

Why Businesses Should be Treated as Investments

A business is typically its owner’s largest and most complex investment. It is also a fundamental piece of their personal retirement plan. But what if the business owner’s perceived value of the company does not reflect its true value? This could derail their personal retirement plan and their future lifestyle. Unfortunately, this happens often because […]

Should You Refinance Your Student Loans?

As a Buckingham Practice Integration Advisor, I am often asked this question: “My student loans are in forbearance. Should I look to refinance now?” Like most of life’s situations, there is not a “one size fits all” answer to this question. Instead, one must look at their personal circumstances before making the decision to refinance […]

What Should I Be Thinking About When Making a Capital Investment in a Rising Rate Environment?

Whether you want to upgrade to the newest technology, need to replace worn equipment or give your lobby a facelift, what should you consider before making a capital investment in your business? Unlike recent years, business owners now face increasing costs to carry debt. How do you make improvements to your business while still remaining […]

Independent Member of Buckingham Strategic Partners Joins Michael Kitces’ #FA Success Podcast

Are you looking for a TAMP that fits your firm’s growing needs? With so many choices in the marketplace, it may be difficult to find a partner that understands your needs. Independent member of the Buckingham Strategic Partner community, Neel Shah of Beacon Wealth Solutions, was in your shoes. He dreamt of growing a firm […]

Creating a Client-Centric Experience

John Garvey Jr. of Bland Garvey Wealth Management talks about the firm’s decision to add wealth advisory services and how the office is designed to enhance the client experience.

Putting the Personal in Personal Finance with Bridger Parsons

Bridger Parsons of Old Town Wealth Advisors talks about his personal approach to client relationships, how to eliminate jargon and keep conversations casual and why frequency trumps quality.

A Thoughtful Client Experience with David and Nancy Bailin

David and Nancy Bailin of Personal Wealth Strategies in New Jersey talk about why their thoughtfulness drives team decisions and the client experience and what inspirational challenge they’ve posed for fellow financial advisors.

Summer, Sun and Scams: Protect your Vacation from Fraud

The summer months kick off many seasons of happiness – the end of the school season for kids, BBQ season, baseball season (this is a happier time for some fans more than others) and vacation season. Over the next few months, millions of Americans will hit the road or take to the skies in search […]

A Five-Step Plan for Authentic Client Conversations

Paul Ragone of Integrity Wealth Services in Knoxville, Tennessee, talks about overcoming his fear of growth, the method behind his five meeting client experience process and how he created an in-house one-stop-shop for client services.

Leading From the Bottom Up and Managing Relationships Amidst Growth

Wendy Hartman discusses how to build and maintain a positive work culture, invaluable strategies for avoiding conflict, and the one career lesson she wishes she’d learned earlier.

Simplifying Structure and Building a Family Office

Alfredo Mesa of Mesa Financial Group discusses his perspective on staying flexible for both clients and himself, and the strong convictions behind his “why”.

April Aandal: An Anchor for Advisors

April Aandal, Sr. Relationship Specialist at Avantis Investors, discusses how she creates a positive and productive environment for advisors to convene, the importance of vulnerability, and the dos and don’ts for encouraging advisor education.

Why Transparency Trumps All with Chris Williams

Chris Williams, Founder of Capital Fiduciary Advisors in Ashburn, Virginia, discusses his selective approach to onboarding new clients a secret to maintaining strong relationships through good times and bad.

Advanced Planning for Growth Minded Advisor

The Simple Guide to Disrupting an Industry with Eric Clarke

Eric Clarke, CEO of Orion Advisor Services, discusses his vision for starting Orion as a way to meet the needs of emerging RIAs and how he consistently makes decisions that disrupt the industry.

Starting Early, Famous Frameworks, and Finding Big Rocks with Jim Crider

Jim Crider of Intentional Living FP in New Braunfels, Texas, talks about how he launched a successful practice mid-pandemic and how he uncovers what’s really important to clients.

Appreciating Introductions, Disagreeing Gracefully, and the Power of Gratitude

In this episode, Mike talks with Steve about how his practice has evolved over the last 30 years, the power of gratitude, how to disagree and offboard gracefully, fostering client trust, and why he hasn’t abandoned old-school gestures despite the technology all around us.

Join Us at Engage 2022, Save On Registration

Expert programming is the engine that drives AICPA® & CIMA® ENGAGE 22. From new regulatory updates to the latest strategies for high-income individuals, our presenters and panelists will elevate your expertise personal financial planning, estate planning, tax and additional, focused learning tracks. Hear from Buckingham’s Kevin Grogan and Jeffrey Levine as they share their perspectives […]

Becoming a Team Player, and Thinking Like a Golf Pro with Shaw Pritchett

In this episode, Steve talks with Shaw about making the leap from accounting to wealth management, how he encourages clients to set big financial goals, avoiding a task-oriented mindset, acting like a team player, thriving during a pandemic, and what professional golf has taught Shaw about communicating with clients and coming out on top.

Planning for Growth

Enjoy a recap of our webcast, Planning for Growth, where we delve into the ways Buckingham can free up an advisor’s valuable time to nurture their clients.

Identity Theft Checklist and Prevention

Identity Theft Prevention Identity theft occurs when someone steals your personal information to commit fraud, such as fraudulently opening accounts, gaining access to accounts, filing tax returns, filing for unemployment benefits, obtaining medical services, or sending fake bills to your health insurer, etc. Below are different ways to prevent identity theft and protect yourself from […]