Partnering With A Purpose
The Walter Joseph Group professional advisor program begins with integrating 3 critical areas of planning for each client; financial, real estate and generosity. We respect and appreciate that you provide your own unique level of expertise for your client. Our elite team, in partnership with you, will provide the expertise for real estate and generosity planning. At the Walter Joseph Group, we don't compete for your clients or take in assets under management, it's the exact opposite. Our partnership assists in enhancing your client's relationship and maximizing their real estate assets to help meet their goals. You are your client's partner, we are yours.
Take Your Practice To The Next Level
It is no surprise advisors are looking for creative, state of the art ways to offer a higher level of service and care for their clients. Advisors who have the heart, passion and enthusiasm to provide their clients with the best possible guidance and support, we invite you to partner with the Walter Joseph Group. Our professional real estate and generosity advisor program is designed to seamlessly integrate with your planning practice to
- Elevate your practice to be the top, leading professional in the area
- Offer a higher level of service and value not found elsewhere
- Learn techniques to engage and keep high net worth clients
- Provide opportunities to create new assets under management
- Grow your client base exponentionally
Contact us today to learn how you can bring this valuable service to your advisory planning program.