Retain, refer, replicate

With a 99% client retention rate, Pickler Wealth creates a comfortable environment for their clients to be able to refer their friends and associates. In an interview with Gregg Greenberg, David Pickler details how he replicates great client relationships. Bringing together the law, accounting and wealth advisory creates great synergy to provide clients with a one-stop-shop experience.

2011-2012 Barron’s Top 1000 Advisors, created by Barron’s. The 2012 award was presented in March 2012 based on data gathered from Sept 2010 to Sept 2011. Approximately 4,000 advisors were considered, 1000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

2015 Five Star Wealth Manager Award, created by Five Star Professional. Presented in October 2015 based on data gathered within 12 months preceding the issue date. 690 advisors were considered, 143 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

“Advisors pay a fee to hold out marketing materials for the awards mentioned in the interview. Not indicative of advisor’s future performance. Your experience may vary. Reach out to Pickler Wealth Advisors to learn more.”