Planning, Restructuring, Sales and Tax Planning

Restructuring Compensation And Roles To Align For Growth

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. We started on that plan in December of 16. Made sense. 01:19:36 [Speaker Changed] Absolutely.

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Restructuring Compensation And Roles To Align For Growth

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