Nick is a Principal at The Burgess Group who is life and health licensed to sell insurance in: Utah,Texas, Idaho. His company focuses on creating unique solutions for high net worth individuals. Nick brings a wealth of knowledge to his position as he has traveled extensively, attending school in Florence before finishing up a marketing and communications degree at the University of Utah. He provides total financial needs analysis through a network of experienced professionals with expertise in
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
Nick Burgees has been a guest on 1 episode.
Ep008: Engaging clients through an advisory approach with Nick Burgess
November 29th, 2022 | 26 mins 18 secs
On this edition of the Advisory Accelerator Podcast, we connect with Nick Burgess of the Burgess Financial Group to discuss how his firm partners with CPAs to help expand the capabilities of their existing tax practice. By partnering with Burgess, CPAs are able to add expertise to their in-house personnel, allowing them to engage their clients through a more holistic and advisory minded approach.
With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers. That's why more and more firms are partnering with Burgess to ensure that nothing is falling through the cracks when it comes to providing key clients with proactive estate planning strategies.
Take a listen to learn more about what it takes to accelerate your firm's advisory practice."