Behind the Scenes with Buckingham | Introducing Buckingham Strategic Partners
Independent Member of Buckingham Strategic Partners Joins Michael Kitces’ #FA Success Podcast
Are you looking for a TAMP that fits your firm’s growing needs? With so many choices in the marketplace, it may be difficult to find a partner that understands your needs. Independent member of the Buckingham Strategic Partner community, Neel Shah of Beacon Wealth Solutions, was in your shoes. He dreamt of growing a firm […]
Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters
Neel Shah of Beacon Wealth Solutions discusses executing the tough pivot from law firm to IRA, unique outlook on clients, his role as a change agent, and the mindset shifts that transformed Neel’s career and life.