Business Development & Practice Management

Few firms offer guidance, feedback, and fresh ideas to independent advisors after they are on board. But even the very best and most experienced advisor – perhaps especially the very best and experienced advisor – benefits from support, motivation, and one-on-one coaching. Presidential Wealth Management has on-staff professional practice management and development expertise to 1) help advisors through the analysis necessary to make smart decisions, 2) help advisors with the transition to a new liberating culture, expansive investment platform, and client management systems, 3) assist advisors to grow their businesses while maintaining a healthy balance between professional and personal priorities, and 4) quickly aid them in positioning themselves as leading financial advisors in their local community.

Exhaustive resources for complex case construction and management​

Assembling and presenting recommendations for the high net worth family, including trust issues, beneficiary structures, and life-cycle choices can be complicated. You can’t afford to make mistakes or leave options out. As an experienced advisor, you understand that wealthy clients have particular, and often complex, needs. You require the resources to service them well over the long term.

We provide assistance in these highly specialized primary areas:

  • Access to teams specializing in high net worth asset and plan construction
  • Business consulting
  • Ongoing access to compliance and regulatory experts and a comprehensive suite of risk management, technology, and compliance support solutions
  • Education and insights
  • Unique thought-leadership forums
  • Specialized technology and tools
  • Experienced legal expertise for complex estate planning needs

Interested in learning more? Call 303-694-1600 and ask for Tony Campen or submit the form and Tony will be in touch. 

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