Advisor Services


The Warner Companies works in partnership with you to help deliver superior services to your clients that may be unattainable elsewhere in the financial service marketplace. We provide access to design innovation, proprietary products, and add value, performance, and expertise that create credibility in the eyes of the affluent. Our analysis includes economic modelling that may help to accurately measure "bottom line" results. We work in tandem with you to ensure a seamless planning process, and a favorable experience for your client that will enhance your reputation.


Private Briefings are a specialized and highly tailored alternative to traditional seminar selling. They allow you to target market your services with better results. Our presentations introduce state-of-the-art strategies to expose your clients to sophisticated wealth transfer planning and corporate benefit techniques and opportunities. These Private Briefings can be customized to offer the planning advantages that specifically address your audience's concerns and promote interest and motivation to take action.