Pickler Wealth Advisors is an independent wealth advisory firm which is dedicated to wealth management and estate planning which provides customized solutions for clients’ life goals. The Pickler Wealth Advisors process includes: discovery, recommendations, implementation and systematic monitoring and review.

 

www.picklerwealthadvisors.com Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.  1135 Halle Park Circle | Collierville, TN 38017

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The Pickler Law Firm is dedicated to providing outstanding legal advocacy and superior client service. Our experienced professionals offer legal excellence in comprehensive estate planning, probate administration, family law, civil dispute resolution, and corporate law. The law firm specializes in financial, legal and risk management, as well as strategies to protect client’s assets and ensure maximum tax efficiency. www.picklerlaw.com

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Pickler Accounting Advisors  was founded in 2012, but with over 30 years of experience in the tax field, the team is dedicated to both the clients and community. The accounting team offers a host of services including: tax preparation, tax planning, software implementation, IRS issue resolution, bookkeeping services, and business advisory services. www.pickleraccounting.com​

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Pickler Events believes "it's all in the details." As a premier event planning and coordination service in the Mid-South, we help make your dreams a reality. Whether it be a fairy-tale wedding, an intimate networking event, or a grand fund-raising gala, we are here to bring your next event to life! www.picklerevents.com​

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American Public Education Foundation is an independent 501C3 non-profit foundation whose mission is to educate, inspire, and lead all those involved in public education. APEF was founded by David Pickler along with nationally recognized education leaders to help ensure America’s economic and national security interests through public education. APEF is based in Collierville, Tennessee. www.theapef.org

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WE BRING IT ALL TOGETHER

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PURSUING THE PERFECT PRACTICE

Download Process Manual
View Individual Parts from Process Manual
Download Forms

INDIVIDUAL PARTS (SECTIONS)

Part 1: The Vision
Part 4: The Ideal Client
Part 7: New-Client Process
Part 10: Compliance
Part 2: Business Planning
Part 5: Advising Our Client
Part 8: Clent Care
Part 3: Team Roles
Part 6: Prospect Processes
Part 9: Internal Operations
Part 11: Marketing & Brand
 
 

FORMS, CHECKLISTS & QUESTIONNAIRES

New Client Checklist
PR Agenda
(Gold/Plat) Risk Tolerance
Client Scheduling Checklist
SWOT Form
(Green) LPQ
Yearly RMD Checklist
(Gold/Plat) LPQ
(Green) Risk Tolerance
New-Client Doc. Checklist

FORM LETTERS & TEMPLATES

FP Form Letter
Sponsor Reimbursement
Bull Talk Email Template

PROCESS & MARKETING MATERIALS 

Pickler Process
Gold Client 1-Pager
Advisor Training Document
Platinum Client 1-Pager
Green Client 1-Pager

info@picklercompanies.com

901.316.0160

© 2021 Pickler Companies

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