As the old saying goes, it’s not what you know but who you know. That is especially true in business, where connections and relationships are key to success. Creating professional partnerships is essential to both individual and organizational success. These relationships provide networking, collaboration, knowledge sharing, and more opportunities.
“We wanted to be free to make what we believed were the right decisions for our clients. And being our own RIA and having a support team like Buckingham gave us the flexibility to do what we thought was right for our clients.” ~ Skip Briggs
In this episode, Steve talks with Skip Briggs, Partner & Wealth Advisor at Briggs Advisory Group. With over 30 years of extensive tax and wealth advisory experience, Skip ensures the design and implementation of tax-optimized, goal-focused, planning-driven wealth management solutions meet each client’s unique needs. At Briggs Advisory Group, Skip focuses on working with people approaching retirement to help them organize and develop plans as they enter the retirement transition process.
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.
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Managing Director, Advisor Relations with Buckingham Wealth Group. 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. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve currently splits his time between Omaha, NE and Edwards, CO with his wife and three daughters.