The First 90 Days: Behind the Scenes with Buckingham Strategic Partners

November 20, 2024 | 1:00 p.m. Central

The decision to outsource investments and back-office tasks can feel stressful and overwhelming, especially when coupled with an unknown impact on your firm, your clients and your future. Get the inside scoop from advisors who made the leap at our upcoming webinar.

During Behind the Scenes: The First 90-Days with Buckingham Strategic Partners, some of the newest members of our community share their stories of leveraging the resources of a national firm. They take a deep dive into how this partnership has impacted their day-to-day lives, their experiences transitioning their clients’ accounts and how this evolution has powered their firms in unexpected ways.

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Your hosts:

  • Sean Brooks, AIF® | Divisional Manager – Central at Buckingham Strategic Partners
  • Ben Slater, CFS® | Divisional Manager – West at Buckingham Strategic Partners