Focus Partners Advisor Solutions

We are excited to announce that we have officially become Focus Partners Advisor Solutions! While we have a new name, our vision remains. We will continue to be unwavering partners to financial advisors, empowering them to build thriving, impactful practices.

In this episode of Ask the Hammer, Buckingham’s Chief Planning Officer @CPAPlanner shares his thoughts on postponing or skipping an RMD. bit.ly/3x84qxV

We love making new friends! If you are an advisor who isn't part of our network yet, get to know us by signing up to receive emails, event invitations, valuable information and more. We can’t wait to connect! buckinghamstrategicpartners.com/email-sign-up/

In this episode of The Admired Advisor podcast with Steve Atkinson, Christopher Holtby shares his insightful perspectives and tips to help advisors think about trust services, ways to help clients understand their options, how to pick a trustee and more. buckinghamstrategicpartners.com/perspectives/d…

Calling all CPAs! In this lively discussion, our panel discussed the challenges, opportunities and benefits of offering a more holistic approach to their client’s financial needs. Catch the replay today! buckinghamstrategicpartners.com/perspectives/f…

Join us at our upcoming webinar as successful #CPAs share their tips, experiences and insights on integrating wealth management services into their accounting firms. buckinghamstrategicpartners.com/perspectives/f…

ATTENTION #CPAs: Are you considering growing your services to include wealth management? Join us July 11 for “Finding Your Partner: Building a Successful Wealth Management Practice”. tinyurl.com/2s39xenk

In The Admired Advisor podcast series, host Steve Atkinson explores how successful financial planners and other industry professionals approach their business, build client relationships and achieve overall success. bit.ly/3z3lrXV #AdmiredAdvisor

How can Buckingham help your firm? Divisional Manager James Boylan shares how our extensive investment team, technology and administrative resources as well as marketing and practice management assets can take time consuming tasks off your plate. #PoweredWithBuckingham

What does an “all in” relationship mean to you as a wealth manager? In this episode of the Admired Advisor podcast, Dimensional Fund Advisors Vice President Ben Walker shares his thoughts with Buckingham’s Steve Atkinson on building meaningful connections. bit.ly/3LIjeca

In this @TheStreet article, Wealth Management Practitioner and Independent Buckingham Strategic Partners community member @jeanlucbourdon shares tips and guidelines to ensure you receive the most benefit and value when working with a tax preparer. thestreet.com/retirement-dai…

Not yet part of Buckingham Strategic Partners? Join us at the #PowerOfPartnership in Charlotte, NC this April. Our team will share ways to grow your business, develop deeper client relationships, expand your resources and more. tinyurl.com/ymfkdaa8

Self-proclaimed nerd and Buckingham’s @CPAPlanner has been scouring the 300+ pages of SECURE 2.0. @ThinkAdvisor features Jeff’s thoughts on the new bill, how it may impact investors and the flaws he identified that Senate overlooked. tinyurl.com/msdf9scx #BuckinghamInTheNews

Congratulations on this well-deserved honor @CPAPlanner: @ThinkAdvisor Luminaries 2022 Thought Leadership & Education award winner! tinyurl.com/bddsakvb #TALUMINARIES

Let’s get ready to rummmmble! @CPAPlanner has teamed up with #EdSlott on a consumer-friendly podcast #TheGreatRetirementDebate. Jeff and Ed will go head-to-head discussing critical topics in the retirement landscape every Thursday. greatretirementdebate.com

Last month, #coreinflation saw its largest increase in 40 years. In this recent @stlouisbiz article, Buckingham’s @JaredKizer shares his thoughts on investing during high inflation and some positive news for fixed income investors: tinyurl.com/au7s4p6m #BuckinghamInTheNews

We are looking to add great associates across all teams and around the country. If you or someone you know is looking for a new opportunity in a fast-growing firm, see what we have available. #jobsearch #financialjobs #hr buckinghamwealthpartners.com/careers

Our team is preparing for today's Buckingham Connects webinar! This seasoned panel is excited to answer your questions during the interactive Q & A session. Register now! lnkd.in/gfbaTeUm

While no one can predict what the markets will do next, our team of thought leaders do have the latest tools, methodologies and research to help you protect your portfolio. Learn more during our upcoming Buckingham Connects webcast on 9/15. tinyurl.com/mrbu7jv9

Our 2022 Pillar Grant Application Period is Open! Our focus is to non-profit organizations that promote financial literacy, primarily for adults (18+). Know of a group doing great work in the community? tinyurl.com/ykhdnpps