Become a Strategic Partner
Most of our business has come through referrals. Over the years, many of our clients asked that we work in conjunction with their current advisors. After working with us, many of these advisors referred their other clients to us. Our area of focus is so narrow that we have successfully developed a mutually beneficial working relationship with numerous CPAs, attorneys, financial advisors, RIA's and other professionals from around the United States.
We have developed a Strategic Partner program that has been met with tremendous enthusiasm. We offer strategic partners the following:
1. Generous finder fees (where permissible by law or conditions of employment).
2. The ability to strengthen the relationship with your current clients. Generally, we are introduced as a “sub contractor” for a very specific purpose. You maintain the primary relationship with your client and continue to offer the same services you did before. However, you can “lock in” your client by giving the perception that they can now look to you for answers outside of your initial relationship.
3. The ability to attract higher net worth clients. With Private Client Advisers as a strategic partner, you can add our services to those of your own practice, thereby creating a competitive advantage over others in your industry.
4. If you manage your clients money then we want to work with you to save your client money that can be redistributed under your managment.
We have developed a Strategic Partner program that has been met with tremendous enthusiasm. We offer strategic partners the following:
1. Generous finder fees (where permissible by law or conditions of employment).
2. The ability to strengthen the relationship with your current clients. Generally, we are introduced as a “sub contractor” for a very specific purpose. You maintain the primary relationship with your client and continue to offer the same services you did before. However, you can “lock in” your client by giving the perception that they can now look to you for answers outside of your initial relationship.
3. The ability to attract higher net worth clients. With Private Client Advisers as a strategic partner, you can add our services to those of your own practice, thereby creating a competitive advantage over others in your industry.
4. If you manage your clients money then we want to work with you to save your client money that can be redistributed under your managment.
|
|
|