While the portfolio is undoubtedly a key piece of a solid wealth strategy, it doesn’t reside in isolation. In this session, our team explores how our approach to partnership and priority on planning can be key differentiators in supporting your business and helping clients reach their goals. They also share how firms are tackling the pressing issues advisors face in today’s landscape.
Your hosts:
- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA | Chief Planning Officer
- Sean Brooks, AIF®, CEPA®| Divisional Manager – Central at Buckingham Strategic Partners
- Ben Slater, CFS®, CEPA®| Division Manager – West at Buckingham Strategic Partners
