Reid Graham's Linkedin Analytics

Introduction: It is a distinct privilege for me to serve as a prominent sales leader at Creative Planning, formerly BerganKDV, under the esteemed leadership of Peter Mallouk. Based in the beautiful Kansas City metro market, I perform a pivotal role in nurturing the expansion of our client portfolio at Creative Planning Business Services offering wealth management technology solutions for business owners. Career Overview: Spanning over two and a half decades, Reid's career and business journey has been marked by profound expertise in sales, marketing, and consultative solution sales. He excels in tailoring his strategies to meet the distinctive requirements of service professionals within the healthcare including dentistry, veterinary and physicians’ practices and dealer network channels for franchises and resellers. His proficiency encompasses a diverse spectrum including tax, audit, and accounting solutions, cloud and managed services and human capital management and business advisory services fine-tuned for these specialized fields. Reid's skillsets extend to seamless technology integration of applications exemplified by connected to ERP, CRM, practice management, POS and web services. Reid’s command of payroll, taxation and capital management, strategic planning, and niche consulting services align with the dentistry, health and veterinary practitioners and franchisee and resellers who require the back - and front - office modernization. Education: Reid's educational journey includes notable accomplishments earned from the University of Kansas (English) and the University of Missouri-Kansas City (Business). These academic foundations serve as cornerstones for his expertise and aptitude in serving the unique needs of his clients. Community Commitment: Beyond his professional achievements, Reid exhibits a fervent dedication to community welfare through his active involvement with the Adolescent Center for Treatment (ACT) and Welcome House. This commitment underscores his holistic approach to making a meaningful impact on those in need. Leisure Pursuits and Technological Insight: Reid enjoys traveling with his wife and family, spoiling his grandsons and walking and biking to stay in shape. Reid's role as a sales leader at Creative Planning is distinguished by a deep sense of dedication. His industry knowledge, commitment to clients' success, and alignment with the unique needs of the practice and franchise business owner makes him a valuable asset in driving sustainable growth and wealth building.