Facilitator(s): Patrick Rohe, Jeff Johnson and Don Rochleau
Don is Director of Business Development at Buckingham Strategic Wealth. A non-wealth advisor and a master marketer and presenter, his entire focus is on working with Buckingham Wealth Advisors to increase their new business opportunities. During the conversation, Don will share successful new business strategies. Participants will have the opportunity to share their own strategies, ask questions, and engage in discussion.