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

Power of Partnership

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 […]

Establishing and Nurturing Professional Relationships with Skip Briggs

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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

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 […]

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

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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.

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 […]

Creating a Client-Centric Experience

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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.

A Thoughtful Client Experience with David and Nancy Bailin

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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

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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.

April Aandal: An Anchor for Advisors

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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

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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.

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

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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

Planning for Growth Webcast Replay

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 […]

Client Segmentation Strategies with Jim Dischert

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Jim Dischert, of Three Sixty Wealth Management, talks about what led him to reassess who his ideal client is and then, when he had his answer, help about a third of his clients find a new advisor.