One of our favorite topics at Buckingham Strategic Partners is scalable growth! And our daily focus is on how we can help support firms looking to make that happen.
Buckingham Divisional Manager Ben Slater is no exception; he collaborates with financial advisors to help them provide better advice and investment experiences to clients by leveraging economic theory, investment management and best practices in growing and maintaining a successful wealth management firm.
Recently, Ben was featured on Dimensional’s “Managing Your Practice” podcast, sharing his thoughts on leveraging scale and taking your practice to the next level. He explained the value of outsourcing, answered commonly asked questions on buying services, explored the true cost of spending your limited time on back-office functions and more.
Looking to learn more about the value of outsourcing? Read Ben’s popular article “Do We Buy It or Do We Build It?”, as he examines the advantages of utilizing outside resources to free up your time and focus on your firm.
As a Divisional Manager for Buckingham, Ben partners with financial advisors to help them provide better advice and investment experiences to clients. Areas of focus include Nobel Prize winning economic theory, investment management, and best practices in growing and maintaining a successful wealth management firm.
Prior to joining Buckingham, Ben was with NPH Holdings, working as a Regional Vice President helping advisors transfer their practices to a fee-based model. Ben’s background also includes many years as Regional Business Consultant for a TAMP investment firm. Prior to entering the Financial Services Industry Ben worked as a Manufacturing Engineer at Ball Aerospace where he helped oversee the production of night vision cameras.
Ben holds Series 6, 65 and 63 licenses and is a graduate of Colorado State University with a bachelor’s degree in Industrial Technology Management and a minor in Economics. He also holds the Certified Fund Specialist™ (CFS®) and Behavioral Finance Accreditation (BFA™).
Ben, his wife, April, and their two daughters live in Denver, Colorado. In his spare time, Ben enjoys watching his daughters play soccer, skiing, golfing, finding humor among his friends and family, good food and traveling.