Offer exclusive expertise to your high-net-worth clients.
With a partnership with PAG, you can provide counsel on vehicle purchases, sales, and maintenance to your current and potential clients. This lets you add value to your clients, firm, and services portfolio.
Many high-net worth individuals are car collectors or selective buyers. By offering PAG’s expertise as a service, you set yourself apart from other wealth advisors, financial planners, and attorneys.
VALUE TO YOUR CLIENTS
Advocates on Call
At our core, both you and PAG are client advocates — digging deeply into their interests, lifestyle, values, and desires.
Sometimes, advocacy takes the form of protecting our clients from making unwise decisions. Other times, we find new solutions to provide our clients the benefit of unexpected value.
PAG’s services are tailored to each client and their specific needs. We can advise on a project basis or offer several tiers of retainer relationships for clients who prefer an ongoing, always-available, superlative level of expertise that cares for their collection as they would themselves.
Our range of advice includes:
● buying and selling
● detailing and collision repair
● service repair
● motorsports and car control clinics
● and other services
Often, our clients’ collections are investment-grade vehicles. This creates the need for comprehensive advice, agreed-value insurance policies, proper storage, maintenance, detailing and the inevitable discussion of preservation vs. restoration.
VALUE TO YOUR FIRM
A Beneficial Partnership
An ongoing relationship with PAG means you can offer distinctive services that set you apart — enhancing your relationship with current clients and giving you an entry point to new clients.
PAG works with organizations to plan webinars, seminars, and trips to exclusive car shows, auctions, motorsports, or other automotive events for your selected clients and prospects.
Participation in these events can be part of a retained relationship structure, adding value to your services as an advisor. These events also give you access to successful prospects through a hobby they are passionate about.
WORKING WITH PAG
What Does a Partnership Look Like?
PAG’s professional expertise is provided to our clients on either an hourly, project, or retained basis. We maintain a 100% transparent fee structure agreed upon by both parties. This allows our clients to be confident our advice is objective and has their best interests in mind at all times.
USE PAG TO:
- Connect PAG with clients who would benefit from their services
- Use my relationship with PAG as a point of distinction with current or potential clients
- Use my relationship with PAG to open doors to new high-net-worth clients
“Dave has advised two of my five largest clients, both highly successful executives, on auto purchases of $75,000 to $150,000. I can introduce Dave with a high degree of confidence that he will deliver and enhance my relationship with clients in much the same way I might recommend an art appraiser/consultant or attorney/estate planner.”
— Long-time wealth advisor in the Chicago area
“While I’m the furthest thing from a car guy, my clients have found huge value in the consultative services PAG provides. They truly help my clients make better automotive decisions.”
— Rob O’Dell, Coyle Financial Counsel, Chicago/Naples