Podcasts about buckingham strategic partners

Episode 234 FACULTY: Matt Kidd, CPA CLASS: #Shoperations In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practices, tax season, and client relationships. Tune in for a comprehensive view on growing a client-centric, million-dollar CPA practice, with insights on practical strategies and overcoming challenges in the accounting profession.

Gold at historic highs and beating stock and bond averages… but what's the real driver? Plus, investment advice for the very long haul with Larry Swedroe, Director of research at Buckingham Strategic Partners.   

Sean Brooks, Divisional Manager at Buckingham Strategic Partners, joins hosts Elliot Bassett and Ryan Brott to discuss how to go from a transactional-based business model to an agency based around client experience. An experience is something you see or feel – where service is just background work.  Listen in to learn how to showcase your value and reduce friction for your clients. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Buckingham Strategic Partners: https://buckinghamstrategicpartners.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/ Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/ Sean Brooks: https://www.linkedin.com/in/sean-brooks-aif%C2%AE-76482621/ This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale. THAT'S WHERE LAUNCH COMES IN. Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market. Visit https://getlaunch.io/ to learn more.

Sean Brooks, Divisional Manager at Buckingham Strategic Partners, joins hosts Elliot Bassett and Ryan Brott to discuss how to go from a transactional-based business model to an agency based around client experience. An experience is something you see or feel – where service is just background work. Listen in to learn how to showcase your value and reduce friction for your clients.Enjoy the episode!Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/Buckingham Strategic Partners: https://buckinghamstrategicpartners.com/LAUNCH: https://getlaunch.io/Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/Sean Brooks: https://www.linkedin.com/in/sean-brooks-aif%C2%AE-76482621/This episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

Digital communication has largely replaced traditional communication, but putting pen to paper still holds deep and timeless meaning. The simplicity and sincerity encapsulated within a handwritten letter are unparalleled, transcending the boundaries of modernity. Despite instant messaging and emails, handwritten notes are a remarkable way to convey kindness, encouragement, and the desire for genuine connection. In this episode, Steve talks with Elizabeth Cottrell. Elizabeth is the award-winning author of HEARTSPOKEN: How to Write Notes That Connect, Comfort, Encourage, and Inspire. Elizabeth's career has taken her from published leprosy researcher to stay-at-home mom, community leader serving on nonprofit and corporate boards, ham radio operator, writer, editor, and blogger. Her expertise and passion for note writing came at just the right time to touch a pandemic world desperately in search of connection.  An experienced technical and nonfiction writer and editor, Elizabeth talks with Steve about the simple yet often underutilized communication method of handwritten notes. She shares stories about the power of handwritten, heart-spoken notes and reveals her note-writing formula to inspire others.   Key Takeaways [02:39] - What inspired Elizabeth to write the book, HEARTSPOKEN. [05:46] - How HEARTSPOKEN connects with the practice of writing notes and messages for others. [10:14] - Why the advisor and people business is not a money business. [11:58] - The power of handwritten notes in sales and advisory practices. [15:52] - What it takes to write a note. [17:39] - Elizabeth's secret notes formula. [20:38] - How handwritten notes compare to technology-delivered notes. [22:19] - Elizabeth's recommendation on how often to write notes. [25:07] - The advice Elizabeth gives when writing notes. [30:39] - What drives Elizabeth to pursue her passion every day.   Quotes [10:33] - "We need to get our customers or prospects to know, like, and trust us. But until we treat them as people and we interact with them and cultivate that human-to-human relationship, that kind of relationship is not going to happen." ~ Elizabeth Cottrell [15:28] - "If you get a note from somebody you've done business with, that unexpected touch makes you stand out and can help develop those relationships over time." ~ Elizabeth Cottrell [31:26] - "When I can empower somebody, and I can see the light go on that they realize that this pen and paper are a powerful, effective, and inexpensive connection tool that they can use to spread their own kindness and their own encouragement and their own connection, then that completes the circle for me. It's a circle of connection. It's good for me, and it's good for business." ~ Elizabeth Cottrell   Links  Elizabeth Cottrell on LinkedIn Elizabeth Cottrell on Twitter Heartspoken HEARTSPOKEN by Elizabeth Cottrell on Amazon Bruce Herbert Douglas Conant Campbell Soup Company All the Best by George Bush 25 Inspirations and Prompts for writing HEARTSPOKEN Notes and Letters   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

The transition of ownership within a firm can be a challenging process for both clients and advisors alike. It's at this point where the delicate balance of trust, transparency, and open communication becomes so important. While a change in ownership or leadership can stir feelings of uncertainty and concern, advisors who have established trust and transparency with their clients are better equipped to handle these changes. In this episode, Steve talks with Matthew Delaney, Managing Partner at JDH Wealth Management. His passion is working with people and helping them get their arms around their financial world. Having left Smith Barney (now Morgan Stanley) in 2005, Matt brought his knowledge of big-box financial advising to the boutique firm of JDH Wealth. His firm is now close to $400 million in collective assets. A second-generation financial advisor, Matt talks with Steve about navigating the big changes in transitioning and owning an advisory business. He shares his insights on what he learned that works and doesn't work when going through an ownership change. Matt also discusses the importance of transparency and open communication in client relationships during the transition process and the value of being involved in all aspects of the business.   Key Takeaways [01:54] - How JDH Wealth Management was founded. [06:01] - The lessons Matt learned from his experience working in the brokerage industry. [10:29] - An overview of the team at JDH Wealth Management. [11:33] - The client profile that is best suited for JDH's services. [12:40] - The process of changing ownership for JDH. [17:50] - What worked and what didn't when Matt took over JDH. [21:57] - The challenges related to the process of transitioning advisors. [25:25] - The mindset of staying involved and trusting the process of others. [30:52] - How Matt handles difficult clients. [37:26] - What motivates Matt to feel enthusiastic about the work he does for his clients?   Quotes [08:55] - "I've told advisors on the broker side that it's not that clients mind paying fees. The problem is that they're often hidden." ~ Matthew Delaney [25:52] - "It's so important for advisors to have a sense of what goes on day-to-day and behind the scenes and be close to the details that are the backbone of our business." ~ Matthew Delaney [31:21] - "Over the years, I've gotten better at recognizing that life is too short to work with people you don't want to work with or don't let you do your job." ~ Matthew Delaney   Links  Matthew Delaney on LinkedIn JDH Wealth Management Adam Birenbaum Your Retirement Bodyguard   Connect with our host Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  onTwitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Advisors, much like educators, understand the importance of clear communication. They attempt to simplify complex concepts without diluting their essence. Pursuing this solution drives advisors to explore innovative ways to engage, educate, and empower their clients. In this episode, Steve talks with Ross Riskin, Chief Learning Officer at Investments & Wealth Institute as well as Founder and Chief Creative Officer at visiWealth. Ross is recognized as a thought leader and expert in tax planning, college planning, student loan advising, and advice engagement. At visiWealth, Ross helps advisors and financial professionals access high-quality visuals of wealth management and financial planning concepts and strategies that are advisor-driven and client-focused.   With the goal of helping advisors enhance their teaching level, Ross talks to Steve about the importance of advisors learning the many ways clients learn to help with adding ways they teach their solutions. He emphasizes using visuals to simplify complex concepts and bridge the understanding gap between family members across generations. Ross also shares the three C's framework— comprehension, curation, and communication, as a guide for advisors to effectively educate their clients.   Key Takeaways [03:05] - What inspired Ross to help advisors become better teachers? [05:23] - The three C's for simplifying and communicating financial information. [09:00] - The importance of having a system for curating and storing content. [11:37] - How advisors can earn the trust of investors. [17:17] - How life cards can help in the client's discovery process. [20:49] - The significance of timing when providing advice. [22:36] - Why visuals are important in helping people understand financial planning strategies. [23:45] - How visiWealth uses visuals to help advisors deliver advice. [27:57] - Common mistakes advisors make when giving advice. [30:30] - How advisors can leverage technology to do things that matter most. [35:40] - What motivates Ross to keep going each day.   Quotes [04:06] - "We, as advisors, are trying to find that simple solution to how we communicate and get things across. We are also looking for scalability and standardization to get more efficient to serve more people." ~ Ross Riskin [07:22] - "You can't be an effective receiver of knowledge without comprehension. And you can't be an effective giver of knowledge if you don't know where people are at."~ Ross Riskin [12:37] - "There still are high trust levels in teachers and educators to some degree that have been there for decades. So, how do you gain that trust as an advisor? It's a knowledge transfer. It's trust in a relationship. It's 'I'm here to help you but also here to listen to you.'" ~ Ross Riskin   Links  Ross Riskin on LinkedIn Investments & Wealth Institute visiWealth American Institute of Certified Public Accountants Adam Holt Asset-Map   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Ben Slater of Buckingham Strategic Partners works closely with advisory firms that are near critical growth points and considering outsourcing or partnering to manage the expansion. As you approach the next level of growth, you may ask questions around when to hire, what functions to outsource, and how you can thrive as you grow. Hear how to evaluate cost vs. time, determine where you can relinquish decision-making, and return to the areas of the profession that bring you joy.

Numbers can often obscure the essence of wealth. However, the heart of wealth management lies in the stories, dreams, and aspirations of the individuals underlying the figures. In this episode, Steve talks with Michael Mahoney, Owner of Cypress Asset Management. Before becoming a wealth manager, Michael had a successful business in commercial insurance. His life experiences as an entrepreneur in insurance and financial planning eventually led him to his calling — to serve a select group of clients as a fee-only, fiduciary, strategic life-wealth planner. Michael is confident that a financial plan based on the client's unique goals, values, and relationships reduces risk and increases financial security. With over 30 years of experience in insurance and financial planning, Michael shares with Steve how he transitioned from the insurance business to wealth management. He discusses the challenges he faced during the 2008 financial crisis and the lessons he learned from that experience. Michael also emphasizes the importance of focusing on the planning aspect of wealth management and building strong relationships with clients and their families.   Key Takeaways [01:47] - The role Cypress Asset Management plays in wealth advisory. [04:15] - How Michael got into the wealth management space. [05:37] - Why Michael transitioned from insurance to wealth management. [07:36] - The challenges Michael faced when he launched his firm. [08:42] - The biggest lesson Michael learned during the recession. [10:03] - How Michael discovered Dimensional Fund Advisors. [13:39] - Michael's client experience with portfolio planning. [15:27] - The importance of engaging multiple generations in the planning process. [20:15] - How Michael gauges the effectiveness of his business. [22:29] - Michael's approach to working with high-net-worth clients. [25:08] - One of Michael's favorite things about RIA. [26:35] - What motivates Michael to keep doing what he does.   Quotes [12:42] - "The portfolio drives the investing. It's the whole core. But it's all about planning around people, their families, their relationships and values, and what's important to them." ~ Michael Mahoney [13:25] - "The world's catching up even on the brokerage side. Brokers are seeing the light and understanding that there's a better way to invest than just being transactional and selling products. It's all about the plan." ~ Michael Mahoney [16:58] - "People don't want to talk about money a lot, and it's sad. You've got two choices. You cannot talk about it, keep it a secret, wait until you die, and let your will do all the talking. Or you can have the conversation, get feedback, and pass your values on and what's important to you." ~ Michael Mahoney   Links  Michael Mahoney on LinkedIn Cypress Asset Management Dimensional Fund Advisors Merrill Lynch John Bowen Creating Equity Vanguard   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

As a new breed of investors emerges, they bring with them unique perspectives, aspirations, and ambitions. This tech-savvy and forward-thinking generation demands a level of engagement and planning that is far more in-depth and tailored to their specific circumstances and goals.  In this episode, Steve talks with Andy Krafft, Financial Planner at Luminary Wealth. Andy is a nextgen advisor who joined his father's firm over five years ago after a successful career at Ernst & Young. Andy serves late millennials and early Gen Xers. With a burning desire to work directly with clients, Andy talks about his thought process of serving next-generation clients, the three Ts of client experience, and how he uses LinkedIn to find new clients and referrals.   Key Takeaways [02:25] - How Andy became a member of Luminary Wealth. [04:19] - Andy's professional background before joining Luminary Wealth. [06:19] - The reality of working directly with clients. [08:46] - Challenges and benefits of working remotely. [10:56] - Andy's thought process as a next-generation advisor. [20:12] - The three Ts of client experience. [22:27] - How Andy uses LinkedIn to find new clients and referrals. [28:46] - How Andy educates his clients about various financial services.  [33:10] - The role of AI in financial advisory services. [35:21] - Andy's favorite thing about his work.   Quotes [12:34] - "Next-gen clients have different needs and wants. They want more of a partner than an advisor who is just there to tell them what to do. They want somebody who can help guide them and help them think through big life decisions." ~ Andy Krafft [20:56] - "Clients are hiring us because they want a detailed answer. They don't want something that they could get on Google." ~ Andy Krafft  [33:10] - "AI will roll out new tools that allow us to offload some of the work we don't want to do. But it will never replace that human aspect of it. As long as we're working with humans, there will always be a human element that can't be replaced." ~ Andy Krafft   Links  Andy Krafft on LinkedIn Andy Krafft on Twitter Luminary Wealth Scott Krafft Robert Rachlow EY MoneyGuidePro eMoney Advisor   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Trusts have long been essential for wealth management and estate planning, enabling individuals to protect and distribute their assets according to their wishes. However, navigating the trustee industry can sometimes feel like stepping into a maze of legal jargon, complicated procedures, and an array of options that can overwhelm even the most experienced advisors. In this episode, Steve talks with Christopher Holtby, Co-Founder of Wealth Advisors Trust Company. At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, and operational and wealth management expertise gained at Ernst & Young. His role includes learning and facilitating knowledge around the trustee industry to assist in choosing a trust company. Christopher has co-authored two white papers, “Directed Trusts Made Simple” and the “Trusteed IRA”, and authored one published peer-reviewed paper, “An Advisors Roadmap to the Trustee Industry.” Committed to educating and empowering advisors to help clients understand their options regarding trust services, Christopher demystifies the corporate trustee concerns advisors may have. He talks about how advisors can avoid being flanked by attorneys during trust discussions and why having a generational wealth transfer conversation with a client is important.   Key Takeaways [02:47] - Why Christopher founded Wealth Advisors Trust Company. [05:42] - What makes Wealth Advisors Trust Company an advisor-friendly company? [12:00] - How advisors can avoid being flanked by attorneys during trust discussions. [16:20] - The importance of having generational wealth transfer conversations. [18:56] - The difference between family trustees and corporate trustees. [20:30] - What makes a great family trustee? [23:35] - How independent advisors can compete successfully against big firms. [31:30] - Christopher's greatest source of fulfillment and enjoyment.   Quotes [13:10] - "Advisors should have a conversation about generational planning with clients. Who gets the money, when, why, and how is a normal language that an advisor and a client can have." ~ Christopher Holtby [20:45] - "The best skill for a family trustee is the comfort of saying, "I don't know, I'm gonna go ask." That raw ability to say, "I'm not quite sure. I will double-check that" with impartiality and humility, makes a great family trustee." ~ Christopher Holtby [25:05] - "Advisors are true craftsmen. The value-add they bring is having the time and attention to detail, being impartial, and being independent thinkers. That's a real value-add." ~ Christopher Holtby   Links  Christopher Holtby on LinkedIn Wealth Advisors Trust Company Ernst & Young Family Office Northern Trust Fidelity Investments Charles Schwab Pershing J.P. Morgan Wells Fargo Truist   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

The quest for effective growth strategies in business is a constant endeavor. Entrepreneurs and business owners tirelessly explore various avenues to fuel their enterprises, seeking the holy grail of sustainable growth. While modern marketing channels have expanded exponentially with the rise of social media, search engines, and digital advertising, referrals remain a timeless tool that cuts through the noise and establishes genuine connections. They embody the age-old wisdom that "people trust people." In this episode, Steve talks with Randy Hardy, President of Clune & Associates. Randy holds the Chartered Financial Analyst designation and has been actively engaged in the investment management and financial planning industry since 1999. Before joining Clune & Associates in 2009, Randy spent 10 years handling business development for Loring Ward.  Randy talks with Steve about how Clune & Associates has doubled its client base and how its assets under management have increased more than fivefold. He also speaks about the secret to his business growth and shares a handful of models and concepts he uses to keep our minds focused on what matters.   Key Takeaways [01:59] - An overview of Randy's career and motivation for establishing his firm. [05:14] - How Randy transitioned from product to consulting in investment management. [09:32] - How Clune & Associates has evolved over the years. [13:00] - The role referrals play in Randy's business growth. [14:24] - How Randy gets referrals for his services. [15:18] - Randy's strategy for managing his business. [19:57] - What Randy's discovery process looks like. [26:27] - How Randy handles referrals that aren't right for him. [31:12] - What Randy looks for in a team member. [33:33] - How Randy maintains work-life harmony. [38:09] - What brings Randy joy and excitement at work.   Quotes [11:03] - "When you're buying a business, it's a marriage. And like any marriage, there are ups and downs. The relationship needs to be built on commitment, trust, and respect." ~ Randy Hardy [14:43] - "I have never asked for a referral. I don't feel comfortable doing it. But I've always made myself available to help centers of influence who reach out to me or an accountant to bounce an idea off me. That comes back to me in spades." ~ Randy Hardy [16:41] - "If I am referred to a potential client, but they aren't a fit, I still invest my time in them. That doesn't lead directly to a client today, but it might at some point in the future." ~ Randy Hardy   Links  Randy Hardy on LinkedIn Clune & Associates Eileen Clune John Burns   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Faith-based and family-centric advisory services offer a refreshing alternative in a world that often compartmentalizes faith and business. This concept goes beyond conventional financial consulting. It delves into the intersection of faith, family, and finance, recognizing that one's religious beliefs play a crucial role in shaping their perspectives, decisions, and aspirations.  In this episode, Steve talks with Candido Palomarez. Candido is a husband, father, coach, and Family CFO at Candido, Inc. He has been an advisor for 16 years and has helped families protect their nest eggs. Candido currently serves around 50 clients, focusing on serving families with strong family and faith-based values. A product of Catholic education, Candido talks about his unique approach to client relationships and how he provides financial advice from a faith-based and family-centric perspective. He also shares his discovery process for knowing the families he serves and the valuable insights he has learned from his faith-based peer group.   Key Takeaways [02:13] - Candido's role in the advisory industry. [04:35] - How Candido manages his advisory firm without a staff. [05:39] - What inspired Candido to come up with the name “Family CFO”. [08:11] - Candido's strategy for growing his business. [11:28] - How Candido provides financial advice from a family-centric perspective. [13:24] - Candido's thought process in meeting with clients. [17:48] - How Candido helps clients to get more clarity about their financial goals. [19:49] - How Candido generates profit from his business. [22:23] - What Candido does to help clients navigate turbulent markets. [25:37] - The frequency with which Candido talks to his clients. [27:55] - Candido's advice for advisors with hundreds of clients. [30:29] - How Candido handles disagreements with clients. [33:09] - How Candido spends his weekend. [35:17] - Candido's secret for getting the most enjoyment and happiness from his work.   Quotes [11:49] - "I want to be the one person people can call, who will always take the call and will always be honest with them even if they don't want to hear it, whose judgment they trust, and who's not their spouse or brother or someone inside the family." ~ Candido Palomarez [14:50] - "There aren't too many people who are willing to hold themselves out as faith-based advisors and courageous enough to ask about religion in business settings." ~ Candido Palomarez [35:37] - "As a Christian, I believe in my heart that we are called to love and to serve, whatever that means to each individual. But for me, to be able to do well for my family means doing well for other families." ~ Candido Palomarez   Links  Candido Palomarez on LinkedIn Woodbury Financial Services Candido, Inc. CMBC John Bowen Brené Brown Peter Montoya Nick Murray   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Certified Public Accountants (CPAs) have long been recognized for their meticulous number-crunching abilities. However, beyond the spreadsheets and balance sheets, the essence of CPA work lies in fostering relationships, providing sound advice, and guiding clients toward financial prosperity. For some, this realization becomes the catalyst for embarking on a new journey — building a wealth management firm that focuses on fostering a collaborative environment where every member strives for collective growth. In this episode, Steve talks with Brent Gunderson, Owner of Connected Wealth Solutions. In 2015, Brent co-founded the company alongside Michael Poe, to further support and educate their clients. Brent's experience in financial planning, investing, taxes, and estate planning enables him to provide comprehensive financial guidance. A practicing CPA and a business owner, Brent talks about building a firm in a small rural community like La Grande, Oregon. He also shares the importance of everyone on the team doing the little things and getting above doing anything to run the business, the challenges and successes of building a wealth management company, and the values he and his team uphold.   Key Takeaways [02:29] - What motivated Brent to create Connected Wealth Solutions? [05:32] - Brent's journey to building an RIA firm. [08:26] - How Connected Wealth Solutions is doing at the moment. [10:39] - How Connected Wealth Solutions qualifies prospective clients. [16:14] - The values Brent and his team uphold. [17:30] - Brent's approach to finding the right person for his team. [22:34] - The importance of having a financial conversation between spouses. [28:35] - The challenges Brent faces when running the financial firm. [32:11] - How Brent and his team created a collaborative workplace culture. [35:24] - Brent's favorite part of his wealth management career.   Quotes [25:03] - "When we transitioned into wealth management, and based on some really good coaching from Buckingham, it was a requirement that when we do a financial plan and have these deeper dive meetings, it's both spouses in the room." ~ Brent Gunderson [32:39] - "CPAs are notorious for having crazy partner compensation models of slicing the pie. But in our firm, we always had a share-like process. If we make decisions with the good of the client and the firm in mind, we will all do well individually." ~ Brent Gunderson [36:11] - "What I love about being a CPA is not the number crunching. It is relationship building and advising. And starting a wealth management company is a natural extension of what I love on the CPA side." ~ Brent Gunderson   Links  Brent Gunderson on LinkedIn Brent Gunderson on Twitter Connected Wealth Solutions   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Traditionally, younger individuals seeking financial advice find themselves entangled in a broken system. They are often required to purchase financial products or services to access professional advice. Unfortunately, this model is inherently flawed, as the advice they receive tends to be biased and skewed toward the products or services offered. To empower young investors, they need to break free from the system and learn the cornerstones of successful investing. In this episode, Steve talks with Dan Reese, Founder and President of Avery Wealth. Dan began his career in 1994 working with State Farm Insurance. In 2000, Dan opened his own agency. And in 2003, he established his current independent financial planning firm. Dan has been working with families since 2001 developing prudent strategies to achieve long-term financial success. Taking a comprehensive approach, Dan focuses on each area of personal finance, including savings plans, investments, cash flow, retirement income planning, taxes, and risk management.  Dedicated to educating the younger generation about their finances, Dan talks about why education is one of Avery Wealth's core values, how he serves the younger generation of investors, and what his service model looks like.   Key Takeaways [02:13] - What Avery Wealth is all about. [03:16] - How Dan got to serve the second generation of investors. [05:09] - Dan's journey to establishing his financial planning business.  [07:15] - How Dan uses segmentation in his service offering. [08:28] - Dan's approach to meeting clients across the four segments. [10:19] - Why education is one of Avery Wealth's core values. [13:52] - How Dan attracts the younger generation of investors. [17:29] - What Dan's service model looks like. [23:22] - The pros and cons of building a subscription-based coaching service. [28:57] - How Dan finds the balance between educating people and managing wealth. [32:18] - Dan's favorite thing about his job.   Quotes [10:46] - "My passion is education. Allowing people to learn and not just dictating things to them creates better relationships because they know you care. They know you want them to understand what you're doing, so they have confidence." ~ Dan Reese [14:14] - "For younger people to get advice, they generally have to buy something to get advice from a professional. That's broken because they generally will not get true unbiased advice. It's going to be tilted toward whatever that person sells." ~ Dan Reese [31:31] - "A lot of these younger people feel empowered. They just don't know what to do. But once you help them understand what to do, they're off to the races." ~ Dan Reese   Links  Dan Reese on LinkedIn Dan Reese on Twitter Avery Wealth Salesforce Brent Oliver Pulse360 Fidelity Investments Carl Richards   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Transitions can be challenging for any organization, especially when managing relationships during the succession or sale of an advisory firm. However, as advisors shift to an independent wealth advisory business model due to its unconflicted nature and ability to provide valuable services to clients, mergers, acquisitions, and partnerships are becoming more prevalent. What factors do owners need to understand when selling their business, and how can they navigate the challenges that come with the transition? In this episode, Steve talks with Justin Ferri, President at Buckingham Wealth Partners. Before joining Buckingham, Justin was a managing director of Focus Financial Partners, responsible for business development and acquisition activities with an emphasis on identifying and partnering with top advisors and independent RIA firms. Today, Justin focuses on forward-looking strategies, vision, and growth for Buckingham's advisory teams and client experiences. He is proficient in building growth-oriented businesses, focusing on recruiting, motivating, and leading highly creative and productive teams.  A seasoned financial services executive with extensive management and leadership experience, Justin talks with Steve about managing relationships during times of transition. He also shares the decision points when considering succession or sale of an advisory firm, what influences valuation and how potential sellers can maximize their value, and how leaders can navigate the challenges of business transitions.   Key Takeaways [02:06] - Justin's professional journey in financial services. [05:44] - What Justin enjoys most about the wealth management industry. [09:02] - What surprises Justin about working in independent wealth management. [11:42] - Decision points when considering succession or sale of an advisory firm. [16:55] - What people need to understand when selling or merging their businesses. [20:13] - What influences valuation and how potential sellers can maximize their value. [23:12] - The leadership qualities needed to successfully acquire or transfer a business. [26:46] - What it's like to partner with Buckingham Wealth Partners. [33:18] - Buckingham's third pillar of its business model. [37:44] - How leaders can navigate the challenges of business transitions. [41:56] - The things that keep Justin motivated and excited in his personal and professional life.   Quotes [05:03] - "The business model that is used by many large investment banks on Wall Street was highly conflicted. That ultimately made my decision to shift and focus the next chapter of my career entirely on the independent wealth advisory community." ~ Justin Ferri [12:15] - "There are 15 to 17,000 independent wealth advisory firms across the U.S. Even though we have a record number of partnerships and mergers and acquisitions happening year after year, that number hasn't gone down. That is a testament to the strength of the independent business model and the value that it brings to clients every single year." ~ Justin Ferri [34:20] - "The only thing worse than providing bad advice is delivering great advice that's not acted upon. That comes down to trust, which is why the independent wealth advisor business model being unconflicted is the right way to provide service to clients." ~ Justin Ferri   Links  Justin Ferri on LinkedIn Justin Ferri on Twitter J.P. Morgan Merrill Lynch Focus Financial Partners Adam Birenbaum Alex Potts   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

In a dynamic field such as financial advisory, becoming successful takes more than technical knowledge and expertise. It also requires a unique combination of qualities that enable advisors to connect with clients on a deeper level, understand their unique circumstances, and ultimately help them achieve their financial goals.  In this episode, Rusty and Robyn talk with Steven Atkinson, Executive Vice President at Buckingham Strategic Partners. In his role, Steve leads a team committed to providing a transformational experience to investment advisors who have chosen to partner with their firm. His team proactively and reactively works with advisors, ensuring they understand their goals, obstacles, and business plans. Having a passion for helping advisors do more, Steve talks about what makes a good advisor, the qualities of a successful and admired financial advisor, and how to build good relationships and get fans. Key Takeaways [03:12] - How Steven got into investing. [04:56] - How Buckingham Strategic Partners serves financial advisors. [06:40] - What it's like to be Buckingham's Vice President. [08:05] - The key qualities that make the best advisors. [11:25] - What the best advisors do to build relationships. [18:14] - The key principles of a good leader. [20:10] - Steve's take on how AI could impact financial advisors. [21:43] - What inspired Steve to create the Admired Advisor podcast. [23:17] - What Steve's book, “27 Principles Every Investor Should Know”, is about. [29:41] - Steve's favorite investment idea. [30:28] - How Steve maintains his ability to perform at a high level. [31:46] - The people Steve is thankful for professionally. [34:00] - Steve's recommendation for content. Quotes [14:24] - "Every single client views you as a leader. You're handling their financial future, and they're trusting that you know the pathway and how to get there." ~ Steven Atkinson [18:33] - "There's no better time to show up as a leader than during times of crisis, and some of the best advisors lean into those crisis moments. They grow their reputation and their business when things go wrong. They show up, and they're present for their clients." ~ Steven Atkinson [21:24] - "If you're in the people business, you'll always have to spend time with people. That's one of the things you can't outsource. I don't think you can outsource the human element of making that connection and having those real conversations." ~ Steven Atkinson Links  Steven Atkinson on LinkedIn Buckingham Strategic Partners Standing Outside The Fire CLS Investments 27 Principles Every Investor Should Know Triumph of the Optimists Strategic Coach Dan Sullivan Alex Potts The JOLT Effect The Admired Advisor Podcast Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0891-OPS-3/29/2023

Sales is the lifeblood of any business. Whether it's a small startup or a multi-national corporation, the ability to generate revenue is critical to long-term success. But selling is about much more than just transactions and making a sale. It involves a slow developing process of building relationships, creating value for clients, and helping them achieve their financial goals over the long term.  In this episode, Steve talks with Marques Ogden, a former NFL football player, and a three-time best-selling author. Marques attended Howard University and was drafted into the NFL in 2003. He retired after five years to pursue a career in construction and contracting and founded Kayden Premier Enterprises. In 2010, Marques won The African American Subcontractor of the Year Award in Maryland but soon went bankrupt, losing almost two million dollars in 90 days. With hard work and determination, Marques became an inspirational keynote speaker, executive coach, podcast host, and marketing leader. Using his personal story to help business leaders focus on the things that matter, Marques talks about his definition of sales and how to make a sale without making it appear to be one, the four things every leader should know to succeed in any industry, and why authenticity, humility, and vulnerability are important qualities for advisors.   Key Takeaways [02:15] - What life was like for Marques after leaving the NFL. [04:58] - The difference between a visionary buyer and an operational buyer. [08:14] - Marques' definition of sales. [12:11] - How to make a sale without making it appear to be one. [18:36] - The importance of controlling the ego in a relationship. [21:30] - How people can self-assess whether or not they are egocentric. [26:00] - The lessons Marques learned from losing an eight-figure business. [27:39] - The four things every leader should know in order to succeed in any industry. [30:18] - What “sense-making” means in financial advice. [36:18] - Why authenticity, humility, and vulnerability are important qualities for advisors. [40:57] - The driving force behind Marques' work.   Quotes [10:56] - "For financial advisors, master the skillset of sense-making, which means taking difficult, arduous, complex information, making it an easily understood process and applicable to whom you are speaking." ~ Marques Ogden [14:17] - "The art of sales is a slow developing process with a result in mind of you helping each other grow." ~ Marques Ogden [30:00] - "If you want to master being a great financial advisor, be relatable, be innovative, help people through sense-making, and be a master visionary." ~ Marques Ogden   Links  Marques Ogden on LinkedIn Marques Ogden on Twitter Marques Ogden on Instagram Howard University Ray Lewis Ed Reed Fred Taylor Get Authentic with Marques Ogden   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Life planning and financial planning are two distinct approaches to helping clients achieve their goals and secure their financial futures. While financial planning typically focuses on achieving specific financial milestones, life planning considers broader life goals. By understanding a client's life goals and values, financial advisors can provide more effective financial guidance and align investments and other financial decisions with the client's long-term aspirations. In this episode, Steve talks with Andrea Millar, Founder of Andrea Millar Life Planning. Andrea is a life planner and coach who guides people to bring more joy, intention, and meaning to each day, build a work life that supports their personal life, and find renewed purpose and peace as they go through life's transitions. With a passion for inspiring and empowering people to live their best lives, Andrea talks about her perspective on life planning, specifically how an emphasis on life planning works and its impact on the client relationship. She also shares the five buckets that make up a successful life planning conversation, the difference between life planning and financial planning, and how they complement one another.   Key Takeaways [01:58] - What led Andrea to specialize in life planning and coaching. [09:18] - The five buckets of a successful life plan. [14:53] - Programs and courses on life planning and coaching Andrea completed. [20:48] - The benefits of putting more emphasis on life planning than financial planning. [24:01] - The risks advisors need to consider when taking an all-in approach to life planning. [28:11] - Why Andrea believes life planning is a strategy for success. [30:44] - The difference between life planning and financial planning. [35:30] - A life planner's role in supporting the advisor's client relationships. [38:40] - An event in a client's life where life planning applies. [43:20] - What drives Andrea to inspire and empower others to live their best lives.   Quotes [07:42] - "Many people are living life on autopilot, just getting caught up in all these should-dos and whatever busyness of life and not stopping to reflect on what's most important and how they get there." ~ Andrea Millar [21:26] - "Clients' behavior and results are led by what they focus on, and if they shift their attention to the purpose and the why, they'll be more engaged to take action on the recommended solutions." ~ Andrea Millar [26:56] - "You have to be willing to let go of your ego when it comes to life planning because the client is the expert on their lives. They know where they are in their life, how they feel, and when they're ready to move forward. So, you have to let go of being the person with all the answers. The most valuable thing is letting go of that and just being present, guiding them, and facilitating them to find their answers." ~ Andrea Millar   Links  Andrea Millar on LinkedIn Andrea Millar Life Planning EY KPMG AICPA George Kinder Kinder Institute of Life Planning Academy for Coaching Excellence Susan Bradley Mitch Anthony   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Relationships are a fundamental aspect of human life. Whether personal or professional, they significantly determine an individual's happiness, success, and fulfillment. While grand gestures may seem impressive in building relationships, it is often the little things that make a lasting impact. In this episode, Steve talks with V.J. Smith, President of Life's Great Moments as well as a professional speaker who has spoken to businesses, organizations, and schools throughout the United States and Canada. He is also the author of the bestselling book, The Richest Man in Town, which details V.J.'s relationship with a man who ran a cash register at a local Walmart.  Geared toward relationship building, customer service, and the importance of setting goals, V.J. talks with Steve about what inspired him to write his book, the influences behind V.J.'s relationship outlook, and how a handwritten note can make a huge difference in someone's life.   Key Takeaways [02:16] - An overview of V.J.'s career and personal background. [03:43] - What inspired V.J. to write the book, The Richest Man in Town. [05:36] - What's so special about the Walmart cashier that draws people's attention? [11:25] - The influences behind V.J.'s relationship outlook. [16:15] - What compelled V.J. to write a letter to Walmart regarding their cashier, Marty. [19:43] - How a handwritten note can make a huge difference in someone's life. [23:30] - Other people V.J. knows who hold similar values to Marty. [29:24] - An example of how V.J. shows curiosity about other people. [37:32] - Why V.J. finds beauty in handwritten letters.   Quotes [20:44] - "The reason I keep coming back to the handwritten note, the same thing I tell young people, is that in your handwriting, we see your heart, it becomes meaningful, and it's kept." ~ V.J. Smith [28:22] - "I made it a point to send things to people undergoing tough situations. It's always in a blank envelope, and there's no trail back to me." ~ V.J. Smith [31:46] - "People like to be asked about themselves. They'd like to share if we allow them to share. And you learn so much about someone, not by talking, but by listening." ~ V.J. Smith   Links  V.J. Smith on LinkedIn The Richest Man in Town The 7 Habits of Highly Effective People   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

In financial services, meaningful relationships matter. Clients want to work with advisors who share their values and understand their goals, are open and authentic about their purpose, and are committed to making a positive impact.  In this episode, Steve talks with Ben Walker, Vice President and Head of Global Client Service at Dimensional Fund Advisors. With over 16 years of experience serving a variety of roles at Dimensional, Ben has become the leading expert in creating meaningful relationships. Ben talks with Steve about the difference between going all-in in a relationship versus just having a great relationship. He also dives deeper into how to build trust and competence, which is critical in having a true all-in relationship, and why having purpose and wearing it on your sleeve is important.   Key Takeaways [01:31] - A look at Ben's professional history and what relationships mean to him. [05:34] - How Ben adapts every time he takes on a new role at Dimensional. [07:51] - How to build trust and competence in a relationship. [11:43] - How Dimensional establishes relationships with clients. [18:00] - When to talk about what you want versus what clients need to hear. [21:37] - The lessons Ben learned throughout his career. [30:32] - What sets a great advisor apart from others. [34:37] - How Ben keeps his energy levels high in the financial industry.   Quotes [04:09] - "Always try and understand the advisor's business, their background, what they're trying to accomplish, and how they work with clients. Getting that perspective gives you a good lens into what is valuable in building a good relationship with that firm or person and ultimately supporting their client experience." ~ Ben Walker [18:43] - "When you have a strong sense of purpose and you've thought through your advice model and your delivery of that, it's important to have conviction, wear that on your sleeve, and educate the client about what you think is the right solution and why. The growth of the RIA space is a testament to that model and that point of view." ~ Ben Walker [24:39] - "Advisors that stick to some service plan or predetermined schedule are not setting the relationship up to move from vendor to someone who's a truly admired advisor." ~ Ben Walker   Links  Ben Walker on LinkedIn Dimensional Fund Advisors Robert Merton Dave Butler   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Investing in traditional assets like stocks, bonds, and mutual funds has long been a popular way for people to build wealth. However, as the financial landscape has evolved, investors increasingly seek new and alternative investment opportunities to diversify their portfolios and achieve higher returns.  In this episode, Steve talks with Peter Nakada, Chief Marketing Officer at Stone Ridge Asset Management. Peter is one of the ILS markets' consummate experts, with an eye for opportunity, an analytical skill set, and an understanding of the motivations that bring investors to an asset class. As someone who explains complicated quantitative things simply to all kinds of audiences, Peter likes to call himself the Chief Explaining Officer. As part of a firm dedicated to providing true alternative investment solutions, Peter talks with Steve about what alternatives are and how there's a difference between true alternatives and just alternatives. He also speaks about why it is important to seek more sources beyond stocks and bonds and what strategies and tactics can help people overcome the feeling of discomfort with alternative investing.   Key Takeaways [02:04] - How Stone Ridge serves investors and advisors. [03:52] - The key role Peter plays at Stone Ridge. [06:19] - The challenges of creating alternative funds. [09:15] - Overcoming the risks associated with stock and bond investments. [10:38] - One of the biggest challenges in investing in alternatives. [12:26] - The key to helping people overcome their discomfort with alternative investments. [20:39] - What distinguishes a good asset manager from the rest. [24:05] - The true nature of alternative investments. [28:48] - Why traditional alternatives have a checkered past. [33:24] - The red flags to look for when investing in alternatives. [39:08] - Peter's motivation for serving in the asset management industry.   Quotes [02:39] - "Investors generally have most of their money in stocks and bonds. While that's very traditional, it's quite risky. The chance of a big equity market downturn hurting investors and having them struggle through retirement is real." ~ Peter Nakada [09:15] - "People don't realize that an 80% down scenario is possible in the stock market, and if you suffer that at the wrong time, it would change your life." ~ Peter Nakada [10:56] - "The biggest challenge in getting advisors or their clients to invest in alternatives is that people generally follow the herd. So, if most people are in stocks and bonds and you decide to do something different, you feel uncomfortable and out on a limb." ~ Peter Nakada   Links  Peter Nakada on LinkedIn Stone Ridge Asset Management Morningstar   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

In the fast-paced and highly competitive business world, success is often determined by one's ability to grow and adapt to new market trends and demands. For many entrepreneurs and business owners, this growth can be challenging to achieve on their own. What are key strategies and tactics that can help businesses grow and succeed? In this episode, Steve talks with Susan Foard, President and Chief Compliance Officer of Pugh Wealth Management. Susan has been in public accounting since 1986 and specializes in consulting, tax planning, and tax preparation services for closely-held businesses, individuals, estates, and trusts. She often speaks for seminars and presentations on leadership, strategic business relationships, and various technical topics within her tax specializations. A CPA with 37 years of experience and expertise in tax, Susan shares her story of launching a wealth management firm while serving as the president of a long-standing CPA firm. She also speaks about how she leads through transition and business growth, her approach to propelling change within the firm, and the power of shadowing other firms to learn new ways of approaching the client experience and maximizing business growth.   Key Takeaways [03:21] - What motivated Susan to build Pugh Wealth Management. [07:17] - The risks Susan faced when she launched Pugh Wealth Management. [10:51] - Why Susan chose to specialize in tax planning. [14:18] - How Susan balances her time between serving clients and running her business. [20:39] - How Susan grew her wealth management firm. [26:39] - What Susan looks for in a wealth manager. [31:10] - What Susan thinks about retirement plans for businesses. [38:13] - Susan's approach to building a strategic plan.   Quotes [16:04] - "The biggest things that have helped us grow our wealth management firm are having others involved with the wealth management practice, hiring new staff, and educating our partners and other team members." ~ Susan Foard [30:44] - "Clients need a good partner to help them make wise decisions. They need someone they know and trust to help them with financial planning, tax planning, and estate planning. We want to be more of a holistic approach to help them, but mostly to sit down and understand what they need." ~ Susan Foard [41:11] - "One of the things we learned by shadowing is that we understand more about the Design | Build | Protect program with Buckingham and began using the life cards. It allows us to have a much deeper knowledge of our client's goals and help them more." ~ Susan Foard   Links  Susan Foard on LinkedIn Pugh Wealth Management Pugh CPAs Charles Schwab MoneyGuidePro Alexander Vetrano Christi Fightmaster Ascendant Compliance Manager   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

As a financial advisor, it is essential to ensure that clients make informed investment decisions that secure their financial futures. However, client behavior, emotions, and biases can often get in the way. These factors can cloud judgment and impact the ability to make smart investment choices.  In this episode, Steve talks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion. Daniel is a psychologist, behavioral finance expert, and asset manager who applies his study of market psychology to everything from financial product design to security selection. He is co-author of the New York Times bestseller Personal Benchmark: Integrating Behavioral Finance and Investment Management and founder of Nocturne Capital. Daniel was named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP, and in the "Top 40 Under 40" by Investment News. A psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets, Daniel talks with Steve about behavioral management, the framework for helping clients make better investment decisions, and how advisors can differentiate themselves from their peers.   Key Takeaways [02:28] - How Daniel got to where he is today. [06:14] - How Daniel simplifies psychology into a practical, solution-focused approach. [09:07] - What a typical week looks like for Daniel. [16:02] - How advisors can learn behavior management. [21:28] - What Daniel thinks about advisors showing vulnerability to clients. [24:17] - How to determine whether a client is on board with an advisor. [27:04] - Why clients fail to implement a financial plan. [30:14] - The framework for helping clients make better investment decisions. [35:07] - How advisors can differentiate themselves from their peers. [40:02] - Daniel's biggest 'aha' moment in his career.   Quotes [18:55] - "The number one reason people fail to seek an advisor is the fear of being judged." ~ Dr. Daniel Crosby [20:33] - "Looking at behavioral finance as a mirror of your own behavior, doing your own work, putting yourself in situations where you're a rung down on the power ladder, and getting feedback are powerful ways to learn behavioral skills." ~ Dr. Daniel Crosby [38:52] - "People don't want wealth management. They want happiness, and they want freedom and time with family. Help them understand how you're going to get that." ~ Dr. Daniel Crosby   Links  Dr. Daniel Crosby on LinkedIn Dr. Daniel Crosby on Twitter Standard Deviations Podcast The Behavioral Investor Eric Clarke Predictably Irrational Morningstar   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Fear can be a powerful emotion that can cripple an investor's ability to make sound investment decisions. Whether it's fear of losing money, fear of missing out on potential gains, or fear of messing up, this emotion can lead to indecision and inaction in the market. How can investors overcome their fear of making investment decisions? In this episode, Steve talks with Matt Dixon, Founding Partner of DCM Insights. He is also a Wall Street Journal bestselling co-author of The Challenger Sale, The Effortless Experience, The Challenger Customer, and The JOLT Effect. Matt previously served as the Chief Product & Research Officer of Tethr and spent time as a Senior Partner and the Global Head of Sales Force Effectiveness Solutions at Korn Ferry Hay Group. A speaker and advisor to corporate leadership teams in sales effectiveness and customer experience, Matt talks with Steve about his 'aha' moments in sales, the investor's fears when making investment decisions, and how advisors can help clients overcome these fears.   Key Takeaways [03:24] - Matt's biggest 'aha' moment in sales. [10:47] - How people decide what to invest in or do business with. [15:17] - How advisors can build extraordinary businesses by doing the ordinary. [19:29] - Why clients rarely mention the positive experiences they have with advisors. [21:35] - The three fears investors have. [27:44] - How advisors can help clients overcome their fear of making a choice. [34:47] - Matt's approach to helping clients overcome their fear of choice. [40:03] - Why advisors should limit the use of outside experts. [44:18] - How highly effective people manage their time. [49:06] - What motivates Matt to write books.   Quotes [06:57] - "As wealth managers and advisors, we need to shift from being bartenders to personal trainers with our clients. Don't just be there to react, respond, take orders, and do whatever your client wants." ~ Matt Dixon [07:10] - "As wealth managers and advisors, you earn your client's business, keep clients investing with you, and recommend you to their friends, neighbors, and colleagues because you teach them things they need to learn about attaining their objectives and outcomes." ~ Matt Dixon [1148] - "Dialing up the FOMO (fear of missing out) isn't a great technique for moving people forward. Clients are concerned about the FOMU (the fear of messing up). They're less concerned about missing out on a golden opportunity. They're concerned about making a decision that doesn't pan out and having it reflect poorly upon them." ~ Matt Dixon   Links  Matt Dixon on LinkedIn Matt Dixon on Twitter DCM Insights The Challenger Sale The Effortless Experience The Challenger Customer The JOLT Effect The Paradox of Choice Gartner   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

As the old saying goes, it's not what you know but who you know. That is especially true in business, where connections and relationships are key to success. Creating professional partnerships is essential to both individual and organizational success. These relationships provide networking, collaboration, knowledge sharing, and more opportunities.  In this episode, Steve talks with Skip Briggs, Partner & Wealth Advisor at Briggs Advisory Group. With over 30 years of extensive tax and wealth advisory experience, Skip ensures the design and implementation of tax-optimized, goal-focused, planning-driven wealth management solutions meet each client's unique needs. At Briggs Advisory Group, Skip focuses on working with people approaching retirement to help them organize and develop plans as they enter the retirement transition process. As a former practicing CPA turned wealth manager, Skip talks about how he embodies the behaviors and traits of a successful relationship. He shares what it takes to work with other professionals, how those relationships can be so rewarding, and why protecting the other professional's reputation is critical to the relationship.   Key Takeaways [02:12] - Briggs Advisory Group: who they are and what they do. [06:00] - The types of clients Skip works with the most. [09:12] - Why Skip founded Briggs Advisory Group. [11:28] - What inspired Skip to get into wealth management. [14:00] - How Skip defines financial planning and wealth management. [16:59] - Skip's approach to helping clients find what they truly need. [19:56] - The reason Skip partners with Buckingham Strategic Wealth. [21:54] - What Skip's relationship with other professionals looks like. [25:41] - Why having relationships with other professionals can be rewarding. [30:59] - How Skip overcomes the risks of gaining clients through referrals. [33:39] - Why Briggs Advisory Group is the primary referee among solicitors. [39:02] - Skip's secret sauce for managing a large client base.   Quotes [20:36] - "We wanted to be free to make what we believed were the right decisions for our clients. And being our own RIA and having a support team like Buckingham gave us the flexibility to do what we thought was right for our clients." ~ Skip Briggs [23:42] - "Each relationship is a little different, but we treat them as partners and are uber-sensitive to what's going on in that relationship." ~ Skip Briggs [39:19] - "If we say we serve our clients as no one else will, we're doing things for the client no one else will. And that means people and time." ~ Skip Briggs   Links  Skip Briggs on LinkedIn Briggs Advisory Group Briggs Advisory Group on Twitter Christopher Ricci   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

The process of succession planning is difficult enough, but the transition from gen one to gen two of managing an advisory business can be even more challenging. Having different values, goals, and priorities, how can the two generations of advisors make the transition successful? In this episode, Steve talks with Aaron Terwedo, Vice President of Financial Planning at TFS Advisors. After completing his military career, Aaron wanted his civilian life to reflect one of his deeply held values - serving and helping others. He intended to work with Terwedo Financial Services while he worked his way through his law enforcement program, but spending time with clients has led him to find a different way to make an impact. As a gen two advisor, Aaron talks with Steve about the challenges he had to overcome in transitioning from his gen one father, the three main principles that are important to both gen one and gen two advisors, and the importance of agreement on principles to find common ground and consistency from one generation to the next.   Key Takeaways [02:01] - What TFS Advisors is and how it serves its clients. [04:56] - How Aaron got started at TFS Advisors. [08:29] - How Aaron bridged the generational gap in managing the business. [12:04] - How Aaron overcame the challenges of transitioning into the family business. [17:26] - The core principles of managing a family business. [19:57] - What TFS Advisors' client service model looks like. [23:03] - Aaron's future plans for the company. [26:30] - How Aaron defines financial planning. [31:51] - What Aaron wished he had done earlier in his business career. [34:08] - How Aaron spends his week working on the business.   Quotes [10:50] - "Finance is just one aspect of retirement. Many of the issues that people are struggling with, especially today, are the emotions of retirement. Approximately 50% of retirees go into depression. That is one of the gaps that we could help fill." ~ Aaron Terwedo [27:50] - "Getting clients comfortable enough to share things they don't share with many people is very important in financial planning. The more we know about our clients, the better we can serve them." ~ Aaron Terwedo [29:45] - "A lot of times, financial planning is thought of as the numbers. What impact does it have on the future if you make that decision? But if we never get to that future, it will never matter."~ Aaron Terwedo   Links  Aaron Terwedo on LinkedIn TFS Advisors Dale Terwedo Boeing   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

When most people think about their financial future, their first thoughts are about numbers and investments. However, financial planning is about so much more than just money. It's about living with your core values and purpose and making choices and decisions that align with your goals, ethics, and beliefs. In this episode, Steve talks with Nathan Fulks and Samuel Dye, Managing Partners and Stewardship Coaches at Family Wealth Partners. In their roles, Nathan and Samuel serve individuals, families, and business owners through comprehensive, values-based financial planning. At Family Wealth Partners, they call themselves Stewardship Coaches instead of Financial Advisors to demonstrate that the role they play goes beyond simply financial decisions. As the second-generation owners of Family Wealth Partners, Nathan and Samuel talk with Steve about their team structure and how important it is for the founding partner to bring and help them pass the trust of the clients and the entire team. As young advisors, they also speak about why they call themselves stewardship coaches instead of financial advisors and the importance of finding your style in engaging clients and resisting the temptation of trying to be like someone else.   Key Takeaways [01:29] - What Family Wealth Partners looks like. [03:33] - What brought Samuel and Nathan to Family Wealth Partners. [05:41] - How Samuel and Nathan have helped Family Wealth Partners grow. [07:52] - Why Samuel and Nathan call themselves stewardship coaches. [11:04] - Samuel and Nathan's discovery process for getting to know their clients. [16:06] - How Samuel and Nathan gain clients' trust to communicate openly. [21:14] - Samuel and Nathan's most common conversations with clients. [24:29] - The challenges Nathan and Samuel face at the beginning of their careers. [30:58] - What Nathan and Samuel consider most important in client relationships. [37:33] - How Nathan and Samuel balance their roles as business owners and stewardship coaches. [40:24] - How Nathan and Samuel invest in their personal development.   Quotes [17:12] - "Every stewardship coach can put their spin on things, and it's based on their personality. It came down to building up the level of confidence we needed through the experience we were able to sit through and then figure out how to make it our own." ~ Samuel Dye [20:49] - "Trust is hard to build. So the more involved you are from square one with a client, the better the relationship will be." ~ Nathan Fulks [21:40] - "One thing that people have a challenge with when they think of transitioning from working and creating a paycheck to the next season of their life is how they recreate income and being thoughtful around their legacy." ~ Samuel Dye   Links  Nathan Fulks on LinkedIn Samuel Dye on LinkedIn Family Wealth Partners Liberty University Kingdom Advisors   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Most people think of financial planning as crunching numbers and making investment decisions. But in reality, financial planning is about so much more than that. It's about helping people live their best lives. And to do that, having a conversation that goes beyond the numbers is important. In this episode, Steve talks with Jeff Vistica, Wealth Advisor at Vistica Wealth Advisors. In his role, Jeff focuses on addressing and solving clients' most pressing tax, estate, and financial concerns. Their clients include individuals with special needs and those caring for a loved one with special needs, dental practitioners, retirement plan sponsors, families, and individuals.  As a CFP and chartered special needs consultant, Jeff talks with Steve about how he goes the extra mile to help clients clarify their goals and connect them with their financial goals, his idea of no-agenda meetings, and the importance of family mission statements for multigenerational planning.   Key Takeaways [01:57] - What Vistica Wealth Advisors can do for its clients. [05:52] - How Jeff built his client base. [08:06] - How Jeff goes the extra mile in serving clients. [11:50] - The value of discovery meetings in building client relationships. [13:31] - What the discovery process looks like. [17:09] - At what stage do prospects become clients. [18:23] - How Vistica Wealth Advisors keeps its clients' documents up to date. [21:48] - Jeff's approach to multigenerational wealth planning. [27:34] - How Jeff overcame the challenges of life planning. [31:29] - Jeff's advice to his younger self. [32:37] - What it's like for Jeff to work with his father in the business.   Quotes [11:50] - "If we're bringing on a new relationship, the most effective start is having multiple discovery meetings. We get to know as deeply and comfortably as the new family might be willing to become." ~ Jeff Vistica [14:51] - "We never prepare an agenda for a meeting. We leave it completely open. Keeping it open-ended and folks in the driver's seat at all times is part of our fiduciary responsibility. It also sets the right tone for a relationship or partnership." ~ Jeff Vistica [22:29] - "For clients struggling with what they want to do from a wealth transfer perspective, we'll help them articulate a family mission statement. And within that family mission statement, they will identify the core family values they want to pass along." ~ Jeff Vistica   Links  Jeff Vistica on LinkedIn Vistica Wealth Advisors Lynne Mosier MoneyGuidePro Buckingham Strategic Wealth RightCapital   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

People tend to get caught up in numbers when planning their finances and lose sight of what's important. However, the goal of true wealth management is not just to have a plan but to have one based on values, priorities, and goals. It's about aligning your money with your values so that your finances reflect what's important to you. In this episode, Steve talks with Michael Thompson. Michael is the Senior Wealth Advisor at Copper Leaf Financial with more than 25 years of experience helping clients achieve their financial goals. Also serving as a partner at Copper Leaf Financial, Michael is the steward and director of the planning process, driving strategy, bringing together expertise, and delivering true, comprehensive planning and wealth management. Michael's areas of expertise are evidence-based and sustainable investing, retiree transitions, and complex estate and philanthropic planning.  Michael talks with Steve about how he partnered with a 35-year-old CPA firm to help them take the next step in helping their clients get what they call true wealth management, their planning process, and how his past career prepared him to take on the challenge of launching Copper Leaf Financial to reach the success they've had to date.   Key Takeaways [01:42] - An overview of how Copper Leaf Financial serves its clients.  [03:32] - The reasons behind Copper Leaf Financial's founding. [07:35] - What made Michael the right person to launch Copper Leaf Financial. [13:20] - What true wealth management means. [15:02] - The challenges of partnering with an already successful accounting firm. [18:34] - What it's like to be a CPA and wealth manager. [20:21] - How Michael and his team run their CPA and wealth management firm. [22:49] - What the deliverables of a CPA and financial planning firm look like. [26:09] - How Michael integrated eMoney and MoneyGuidePro into their business process. [27:25] - Copper Leaf Financial's onboarding process. [33:24] - How Michael stays on top of the wealth management industry.   Quotes [08:26] - "I grew up in a world where financial planning is all about not just having a plan but implementing and managing that plan through time." ~ Michael Thompson [14:15] - "True wealth management is about aligning the money to live the life people want and helping them achieve that level of fulfillment and contentment." ~ Michael Thompson [29:52] - "We never get pushback anymore. I always tell people that if there's a pushback, it's in our brain or the advisor's brain and not the client's brain. If we tell clients the reason we charge, that makes sense for clients and certainly makes sense for us." ~ Michael Thompson   Links  Michael Thompson on LinkedIn Copper Leaf Financial John Davis Bret Hodgdon Davis & Hodgdon CPAs Brian Portnoy MoneyGuidePro eMoney Advisor   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third-party data which may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professionals based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Today we have a two-Steven show because Steven Atkinson from Buckingham Strategic Partners joins us to share his perspective on why taxes are such an important topic for financial advisors. Listen in to hear about the history of tax planning at Buckingham and why the tax part of financial advising started as such an important thing to them. You'll learn how investment philosophy, retirement goals, and all kinds of elements weave together to help create a better financial strategy.

It is common for people to focus on planning their financial future. They plan for retirement and save for major purchases. Unfortunately, taxes play a significant role in their savings and investment. Despite this, there is a disconnect between tax professionals and financial advisors. What can financial services firms do to bridge the gap between tax professionals and financial advisors to best serve their mutual clients? In this episode, Steve talks with Steven Jarvis, CEO and Head CPA of Retirement Tax Services. In his role, Steven works with financial advisors to deliver massive value on tax planning through a year-round tax service model that keeps the advisor in control but leverages the team's expertise. His goal is to help bridge the gap between tax professionals, financial advisors, and their mutual clients to reduce most people's largest retirement expense - taxes. Steven talks with Steve about how he built a company devoted to helping advisors who are committed to tax planning and preparation, what makes a successful partnership between a CPA and an advisor, and the importance of using technology and software to maximize efficiency, but how it cannot replace the experience and wisdom of an advisor.   Key Takeaways [01:59] - Steven's journey to building a successful tax services firm. [04:03] - Why tax services did not exist before. [05:36] - How Steven and his team have continued to grow over the years. [08:27] - How advisors and tax professionals can build a great working relationship. [10:47] - Stevens' approach to partnering with advisors. [12:20] - How Steven and his advisors work with clients during tax preparation. [16:51] - The qualities Steven looks for in an advisor. [20:37] - Why most advisors do not provide tax planning services. [23:17] - The benefits of software programs for tax planning. [26:17] - What Steven looks for in advisors and how he works with them. [28:29] - Costs associated with tax preparation. [31:28] - A book Steven recommends reading.   Quotes [04:28] - "The industry has been built on compliance and filing returns every year. It's a high-volume, low-margin game, especially for solo CPAs or small CPA teams. They don't own businesses. They own jobs. They can only grow if they put in more hours and if they turn out more returns." ~ Steven Jarvis [13:38] - "Most people want to know they're taken care of, but they don't feel like they need to sit down with a CPA. Taxpayers are a passenger on the bus. They're not the driver."~ Steven Jarvis [21:02] - "Advisors see the value of tax planning but aren't sure how to do so. They feel limitations either because they're not a CPA or their client already has a CPA, and they're not sure where those boundaries are of not stepping on other people's toes or crossing kind of professional lines." ~ Steven Jarvis   Links  Steven Jarvis on LinkedIn Steven Jarvis on Twitter Retirement Tax Services Retirement Tax Services Podcast Extreme Ownership: How U.S. Navy SEALs Lead and Win   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third-party data which may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based on current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Few things are as important to a client's success as having a great team of advisors. Great advisors are always on the hunt for new ways to help their clients grow and live better lives. They understand that it's not just about the business but also the person's life and family. But how can wealth management firms develop great advisors? In this episode, Steve talks with Alex Potts. Alex sits on the Board of Directors for Buckingham Wealth Partners while also serving as President of Buckingham Strategic Partners, comprised of BAM Advisor Services, LLC and Loring Ward. As president, he focuses on forward-looking strategies, vision, and growth for their Turnkey Asset Management Platform (TAMP) business. Alex talks with Steve about the origins of Admired Advisor as content for advisors at Buckingham, the difference between a trusted advisor and a leader, and what great advisors do to serve their clients.   Key Takeaways [01:40] - Alex's journey into the wealth management industry. [03:38] - What wealth management looked like 32 years ago. [06:21] - How TAMP advisors help clients deal with the complexity of investing. [10:05] - The qualities that make a great advisor. [13:18] - What Admired Leadership is and why it matters to advisors. [16:44] - The difference between a trusted advisor and a leader. [21:08] - How behavior affects clients' investment decisions. [27:42] - How can advisors assess if they are truly advisors or just facilitators. [32:09] - The advisors' response to the admired leadership concept. [34:32] - What great leaders do to serve the people around them. [38:05] - What Alex learned from an advisor that changed how he engages with clients. [39:27] - The work Alex is doing now to enhance advisors' client care.   Quotes [04:42] - "Advisors can build with thousands of asset classes, mutual funds, or ETFs out in the wild. You could build a great portfolio, but the portfolio is only as good as the solutions you bring your clients." ~ Alex Potts [12:18] - "When you see a great advisor, you see a great leader. Not only are they great advisors to their community of clients, but they're also great leaders outside of their advisory business." ~ Alex Potts [35:38] - "Great leaders are always on the hunt for ways to help people around them live better lives." ~ Alex Potts   Links  Alex Potts on LinkedIn Buckingham Strategic Partners Santa Clara University Chip Roame Dimensional Fund Advisors   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Much thought and discussion go into the right way to do things in financial services. But what is the right way? While every financial advisor has their methodologies, processes, and systems, successful financial advisors share things in common. They are passionate about their work, have a deep conviction that they are making a difference in their clients' lives, and are vulnerable with their clients, sharing their own stories and experiences in a way that builds trust.  In today's episode, Steve talks with Matt Miller, Regional Director at Buckingham Strategic Partners. Before joining Buckingham, Matt worked as an Associate Regional Director for Dimensional Fund Advisors. At Buckingham, Matt manages the Associate Regional Director's team, which serves advisors, start-ups, and clients interested in partnering with the company. Matt talks with Steve about his life and business experiences, how conviction usually leads to vulnerability, and how vulnerability plays an important role in creating strong relationships with clients.   Key Takeaways [01:44] - How Matt came to join Buckingham Strategic Partners. [05:48] - People who had a significant impact on Matt's life. [10:10] - How Matt knows if an advisor has a conviction. [13:09] - What Matt did to overcome advisors' resistance. [14:57] - How an advisor runs a great practice. [17:36] - What Matt usually talks about during client events. [20:29] - The qualities that make advisors more successful. [24:48] - What advisors need to do to avoid burnout and keep their passion high. [26:13] - How Matt spends his time outside of work. [27:27] - What Matt learned from people who have had the biggest impact on his life.   Quotes [08:02] - "As I begin to see the power of relationships, I see those things that I thought were my biggest weakness could be my biggest strength if I embraced them." ~ Matt Miller [09:55] - "We need to wake up every day, and we don't want just to strap our shoes on to go to the office. We wanted purpose, conviction, and passion behind what we do." ~ Matt Miller [12:13] - "To have conviction, you have to have the ability and the skills. You can't just think you're doing a good job. You have to know you are doing a good job." ~ Matt Miller   Links  Matt Miller on LinkedIn Dimensional Fund Advisors Bo Cornell Jeffrey Levine Michael Kitsis   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third-party data which may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Financial independence and security are life goals. They are something that most people aspire to achieve. And while there's no magic bullet for financial success, one important step you can take to give yourself the best chance of achieving your financial goals is life planning.  In this episode, Steve talks with Joe Delaney, Founder and Managing Director at Lifeguard Wealth. With more than 35 years of financial industry experience, Joe founded Lifeguard Wealth to help others realize their goals and dreams. He reinforces his seasoned experience as a wealth manager, corporate executive, business owner, real estate owner and broker, CPA, and community leader, by collaborating with a national network of financial professionals and academic thought leaders.  As a former ocean lifeguard in his youth, Joe integrates his first responder mentality and talks about what it means to be a life planner. He also speaks about the tools needed to understand the client's most profound goals, what motivates him to start his advisory firm, and how he establishes long-term client relationships.   Key Takeaways [01:30] - How Lifeguard Wealth serves its clients. [04:01] - How Lifeguard Wealth got its name. [08:12] - Joe's professional career before Lifeguard Wealth. [10:04] - What it means to be a life planner. [16:18] - How Joe defines the line between client relationships and advisory work. [18:38] - How Joe establishes long-term client relationships. [21:03] - What motivated Joe to start his advisory firm. [25:31] - Joe's approach to working with multi-generational clients. [30:33] - What was Joe's client engagement like during the pandemic.   Quotes [10:54] - "We're only on this earth for a very short period of time, so why not live your best life." ~ Joe Delaney [19:12] - "It's important to get to know clients and ensure they're going to be a good fit. Not every client's the right client, and we're not always the right advisor for a client opportunity." ~ Joe Delaney [22:26] - "Referrals are the currency of ProVisors. I'm consistently the number one giver in my group. I have plenty to give, and when you give, you do receive." ~ Joe Delaney    Links  Joe Delaney on LinkedIn Lifeguard Wealth ProVisors PGIM Real Estate Lend Lease Property Capital LLC Blackstone Kinder Institute of Life Planning George Kinder EVOKE Life Planning Training John Bowen CEG Worldwide   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Steve Atkinson is the Managing Director for Advisor Relations at Buckingham Strategic Partners, an investment management firm committed to creating a better wealth experience for financial advisors and clients. Steve previously worked as the Vice President of CLS Investment Firm LLC. for eight years before joining Buckingham Strategic Partners. He is a graduate of the University of Nebraska at Omaha and holds a Bachelor's degree in Finance and Banking. As Managing Director for Advisor Relations at Buckingham, Steve leads a team committed to helping financial advisors find their true passion by leveraging best practices for delivering wealth management.   Steve joins us today to discuss how financial advisors can turn themselves into admired leaders. He outlines his career progression in the financial advisory industry and explains how he encountered the concept of admired leadership. He differentiates results-oriented and follower-oriented leaders and describes why the former isn't well respected by their followers. Steve also highlights why great leaders shine through times of crisis and underscores why leaders should always get feedback.   “Most leaders either get results or followers—admired leaders get both.” - Steve Atkinson   This week on The Model FA Podcast:   Steve's beginnings in the financial advisory industry What led Steve to Buckingham Strategic Partners What admired leadership is and its history The difference between results-oriented and follower-oriented leaders Handling objections from prospects and how advisors can articulate the value of leadership to clients The “UCLA style” and the characteristics that turn financial advisors into great leaders The nature of markets and investing and how financial advisors can lead their team amid times of crisis Why great leaders value getting feedback Leadership red flags financial advisors need to avoid Steve's thoughts on turning clients into raving fans and the value of asking for help   Resources Mentioned:   Book: The Essential Wooden: A Lifetime of Lessons on Leaders and Leadership by John Wooden and Steve Jamison Fearless Investing Summit  - Hosted by Riskalyze - Use Promo Code: ModelFA.com to save $50 on registration tickets!   Our Favorite Quotes:   “Clients are human beings—there's a lot more going on in their lives than asset or portfolio allocation. So, start your conversations with a broad, big picture of the client.” - Steve Atkinson “Leaders do a great job of setting expectations at the front end. That way, there's less opportunity for miscommunication.” - David DeCelle “Advisors, you can be a leader for your teams, you can be a leader for your clients, but you need to also be a leader for yourself. If you're not taking care of yourself, it's going to be tough leading others.” - David DeCelle   Connect with Steve Atkinson:   Buckingham Strategic Partners Buckingham Strategic Partners on LinkedIn Buckingham Strategic Partners on Twitter Steve Atkinson on LinkedIn Email: satkinson@buckinghamgroup.com   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham Wealth Partners and Ryan Armock, Head of Operations at Thrivent Advisor Network. Founded in 2019, Thrivent currently has 450 employees, and manages $6.5B in AUM. Buckingham Wealth Partners, a well-known RIA founded in 1994, currently manages $65B in collective assets between Buckingham Strategic Wealth and Buckingham Strategic Partners and has 540 employees. Together, Matt, Rob, and Ryan discuss the effect their respective roles play in creating and ensuring a great client experience and much more, including: An overview of each firm and their respective strategies for growth How each firm has adapted their business throughout the pandemic and the long-term effects of these changes What our guests are doing to attract the best talent in the current job market How our guests’ roles in operations impact their firm’s M&A strategy We hope you enjoy, share, and subscribe! You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify. Sign up here to be notified of new practice management content added to our blog on a regular basis. Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Thrivent Advisor Network reported over $5.3 billion in AUM in its latest annual Form ADV filing. Thrivent Financial for Lutherans is ranked 369 on the Fortune 500. (Fortune Magazine, June 2021). Correction: When Ryan Armock states, "…and that brings us to where we are at today with about six and a half billion in assets under management, about 450 employees and about 300 IARs.” the correct number is 200 IARs.

This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham Wealth Partners and Ryan Armock, Head of Operations at Thrivent Advisor Network. Founded in 2019, Thrivent currently has 450 employees, and manages $6.5B in AUM. Buckingham Wealth Partners, a well-known RIA founded in 1994, currently manages $65B in collective assets between Buckingham Strategic Wealth and Buckingham Strategic Partners and has 540 employees. Together, Matt, Rob, and Ryan discuss the effect their respective roles play in creating and ensuring a great client experience and much more, including: An overview of each firm and their respective strategies for growth How each firm has adapted their business throughout the pandemic and the long-term effects of these changes What our guests are doing to attract the best talent in the current job market How our guests’ roles in operations impact their firm’s M&A strategy We hope you enjoy, share, and subscribe! You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify. Sign up here to be notified of new practice management content added to our blog on a regular basis. Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Thrivent Advisor Network reported over $5.3 billion in AUM in its latest annual Form ADV filing. Thrivent Financial for Lutherans is ranked 369 on the Fortune 500. (Fortune Magazine, June 2021). Correction: When Ryan Armock states, "…and that brings us to where we are at today with about six and a half billion in assets under management, about 450 employees and about 300 IARs.” the correct number is 200 IARs.

Steve Atkinson of Buckingham Strategic Partners is back for another episode to discuss taking that big step to become a true strategic advisor for your clients. In the financial services industry, sometimes it can become transactional and the mentality can remain stagnant with old processes. It's our job as progressive advisors to take that big step forward in becoming strategic advisors that truly want to help better the lives of everyone we work with.Drink of the day: Woodford ReserveEpisode links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/Buckingham Strategic Partners: https://buckinghamstrategicpartners.com/Steve Atkinson: https://www.linkedin.com/in/steven-atkinson-7a49bab/27 Principles - Written by Steve Atkinson: https://books.google.com/books/about/27_Principles_Every_Investor_Should_Know.html?id=C6yGxgEACAAJThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

In today's episode, Ryan and Elliot talk with Steve Atkinson of Buckingham Strategic Partners about building partnerships and understanding your clients. The conversation centered around becoming a progressive advisor in the financial services industry and using the knowledge built over years of service to enhance your client's experience.Drink of the day: Woodford ReserveEpisode links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: http://www.ellerbrock-norris-ws.com/Buckingham Strategic Partners: https://buckinghamstrategicpartners.com/Steve Atkinson: https://www.linkedin.com/in/steven-atkinson-7a49bab/YouTube: Watch HereThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

#SinStocks #PotStocks Buckingham Strategic Wealth and Buckingham Strategic Partners, collectively known as Buckingham Wealth Partners, help more advisors deliver on the promise to understand clients' holistic financial situation and deliver a plan to achieve their life and financial goals. For investors, Buckingham Wealth Partners offer a Registered Investment Advisor firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, they offer a comprehensive wealth management platform and practice support and management services engineered to free up their workday so they can spend more time helping clients achieve their dreams of financial prosperity. The mission of the Buckingham Family is to yield clarity out of complexity To be undaunted practitioners of evidence To advise on life's most important decisions To forever stand on the side of our clients, serving as their relentless advocates and helping them achieve their highest aspirations. Guest: Larry Swedroe Chief Research Partner at Buckingham Wealth Partners https://www.linkedin.com/in/larry-swedroe-18778267/ https://www.buckinghamwealthpartners.com Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/ Episode 653 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

What goes together better than markets and magic? In this podcast episode, Theron Schaub, magician and VP of Strategic Relations at Buckingham Strategic Partners, spoke with our own Maria Bethel and Austin Moon to explain how: 1. Market decline impact on your clients' financial plans. 2. How to talk to your clients about the difference between temporary decline and permanent loss. 3. How people connect emotionally from a "life first" approach. Watch the full episode for market education and some magic tricks you don't want to miss!