In this episode, Brook introduces the Code Manager program at Presilium, a unique structural approach designed to revolutionize the way clients experience financial planning. We dive into why moving away from the "solo advisor" model toward a co-manager system is essential for providing long-term security. By integrating multiple advisors into every relationship, Presilium ensures that no client is ever left without expert guidance due to an advisor’s vacation, life change, or retirement.

In this episode:

• The Code Manager Program: A deep dive into why Presilium utilizes a team-based approach to wealth management.
• The Safety Net of Co-Managers: How having multiple advisors ensures your financial care remains uninterrupted.
• Continuity in Financial Planning: Protecting your long-term strategy against life changes and transitions.
• Elevated Decision-Making: Why team dynamics and diverse perspectives lead to higher quality outcomes for clients.
• Balancing Advisor Wellness and Client Care: How the co-manager structure allows advisors to recharge without compromising service.

The Code Manager program at Presilium ensures that your financial journey is supported by a dedicated team rather than a single point of failure. This collaborative approach provides the consistency and peace of mind necessary to build a lasting relationship rooted in trust.

#FinancialPlanning #CodeManager #Presilium #ClientExperience #TeamDynamics #Continuity #WealthManagement #FinancialAdvisors

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Connect With Brook:

Brook Hart, CFP®, CEPA®

President & CCO, Presilium Private Wealth

Email: [email protected]

LinkedIn: linkedin.com/in/brook-hart Meet Brook: https://www.presiliumpw.com/team_member/brook-hart-cfp/

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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.

Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.