Establishing and Nurturing Professional Relationships with Skip Briggs

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)