Currently Seeking Strategic Alliance Professionals interested in growing their businesses
Currently Seeking
Strategic Partners
interested in growing their businesses
As one of the top boutique private wealth management firms in the country, we are extremely good at what we do... and so are you! I’m looking for a handful of elite professionals that are looking to add an additional revenue stream to their business, protect their client base, and be part of a go-to network for high net worth individuals.
This opportunity will only be available to a select few professionals, and I would welcome the opportunity to see if you are a fit.
Strategic Alliance Professionals Must Display the Following Characteristics...
- Highly Motivated to Grow Your Practice & Income
- Entrepreneurial Outlook
- Very Easy Going & Nice
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Provide State-of-the-Art Expertise
- Open to Adding Advanced Planning for High Net Worth Individuals
Strategic Alliance QUALIFICATIONS
We are actively looking to expand our strategic alliance network of CPA's/CPA Firms, Attorney's/Law Firms, Property & Casualty Agents/Agencies, and Third Party Administrators who are comfortable working in the high net worth and business owner markets, and are also interested in the following...
OFFERing ADDITIONAL VALUE
By forming a strategic alliance with us, you will be able to leverage our subject matter and/or product expertise to offer more comprehensive planning services and add even more value for your clients than you already are. Our goal is to create a win-win-win scenario for everyone involved.
ProtectING Your Client Base
Professional firms that offer financial planning services to their clients grow faster. Firms that don't provide financial planning or at least align themselves with those that do are not only going to grow at a smaller rate, but many have been losing clients to firms that have more services than a small practitioner may provide.
GROWing YOUR BOTTOM LINE
In an ideal scenario, our strategic alliances are interested in substantially increasing income by growing their bottom line through additional revenue streams that we are able to provide. Oftentimes, this is without adding any other licenses or additional work to your plate!
If you fit these qualifications, simply click on the button below to answer a few simple questions and pick the day/time that works best for a no-obligation introductory call!
A Quick Word from Jack Gelnak, JD, AIF®
A Quick Word from Jack Gelnak, JD, AIF®
President & CEOWealth Preservation Strategist
"At Premier Wealth Advisors, we use a comprehensive, consultative process to help our clients address each of their five key concerns:
- Making Smart Decisions About Their Money
- Mitigating Their Taxes
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Taking Care Of Their Heirs
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Making Sure Their Assets Are Not Unjustly Taken
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Magnifying Their Charitable Gifts
And to do this correctly, it takes a team of experts. When you're ready to see if a strategic alliance with us is right for you, simply click the button below, answer a few simple questions, and pick a time for us to talk.
I look forward to hearing from you!"
Getting Started is as easy as 1-2-3
Step One
Schedule Your Introductory Call
Everything begins with a conversation. Simply click the button below, answer a few simple questions, and pick a time that works best for us to talk.
Step TWO
Advisor Discovery Meeting
We understand that there are several philosophies when it comes to wealth management. On this discovery call, we will get to know each other and begin to understand each other's practice better, and see if working together makes sense for all parties involved.
Step THREE
Strategic Alliance Meeting
Once we have all agreed that moving forward makes sense, it's time to get rolling! We will formalize our strategic alliance, and have a meeting to put the various processes in place to start doing business together.
