March 4, 2024
Today’s rapidly changing financial landscape demands that financial advisors navigate the intricate intersection of investment decisions and tax planning. That’s why we developed our Advanced Planning team.
Join Divisional Managers Ben Slater and Sean Brooks as they enjoy a live Q&A session with Chief Planning Officer Jeffrey Levine. During the discussion, the team will explore how leveraging Buckingham’s advanced planning team and their depth of resources can help you and your firm unlock an ‘Unfair Advantage’ to support your client’s needs.
This session covers:
- The resources we provide to expand your economies of scale.
- The work that helps bring confidence and personalization to every client planning conversation, even the needs of your most challenging clients.
- Case studies and success stories of advisors who have leveraged Buckingham’s resources.
The Unfair Advantage: How an Advanced Planning Team Can Enhance Your Business from Buckingham Wealth Partners on Vimeo.
