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.
Chief Planning Officer and industry thought leader, Jeffrey Levine can attest to Buckingham’s unique approach to holistic planning. As an owner of a highly successful RIA, Jeffrey could have partnered with anyone, but he chose Buckingham. He explains how his values tied into the mission of Buckingham so tightly, he moved his family from New York to St. Louis. We also discussed the benefits of our evidence-driven ideology, the characteristics of our perfect advisor, our menu of unique solutions and services and his commitment to supporting advisors like you.
Learn more about how Buckingham can help you devote more attention to your clients and less time to mid- and back-office tasks then reach out to schedule an exploratory conversation.
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®
Chief Planning Officer
As Chief Planning Officer, Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies.
Managing Director, Advisor Relations
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. He is also the host of the Admired Advisor podcast. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve lives in Edwards, CO and enjoys spending time with his daughters skiing in the winter or golfing in the summer .
Alex Potts sits on the board of directors for Buckingham Wealth Partners, while also serving as president of Buckingham Strategic Partners. As president, he focuses on forward-looking strategies, vision and growth for our Turnkey Asset Management Platform (TAMP) business. He considers it his mission to help individuals and families reach their financial goals.