Wealth planning is greater than simple money management. Knowing the difference between engaging with your clients and offering them an all-encompassing experience is a game changer, both for your firm and the people you serve.
Join Divisional Managers Ben Slater and Sean Brooks as they talk with two independent members of the Buckingham Strategic Partners community to discuss how Buckingham takes financial planning to the next level. The team will share how Buckingham’s three-step process considers the smallest details and the biggest events of a client’s life to create a one-of-a-kind money management experience.
Buckingham Strategic Partners
When advisors work with Buckingham Strategic Partners, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Buckingham’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.
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