top of page
Your wealth management firm is thriving.
You are a successful wealth manager. You are wired to help people reach their financial goals.
You want to expand your reach.
But there is a challenge. Your revenue mostly comes from the already wealthy. How do you help those high-potential but not wealthy YET future clients?
What do you do?!
Let's get started!
The Challenge
How do you develop future clients and keep the children of your current clients?
Empowered Decisions
PFR provides decision-making and personal finance services to provide a lifetime of health and wealth.
The Answer
The Decision FIRST approach:
Personal Finance Reimagined has the answer. Via content, technology tools, seminars, books, and videos, PFR provides a cost effective firm growth approach. PFR helps you extend your brand to future clients.
PFR wraps your future clients in the tools necessary for success!
Exceptional Quality
Easy setup with financial data aggregator and existing information sources.
Develop client plan using PFR’s Investment Barbell Strategy and PFR’s Savings Waterfall.
Quarterly client connection with the PFR team. This is to ensure your client is on track and make mid-course corrections if needed.
Personal Finance videos, podcasts, and related alternative learning resources.
Tech and related resources to help supercharge your client's confidence
White labeled with the wealth management firm or client referrals. Integration with most firm operating systems, as needed.
Free group seminars on high impact investment and other personal finance topics.
Check out our blog for case studies and videos.
What they are saying...
"The Investment Barbell Strategy is a massive help. The PFR team makes it work!"
Daniel Hulett - Co-President, The Hulett Brothers and accounting firm client.
​
Check out our VidCast with Daniel and how we work together
bottom of page