Welcome to The Preferred Adviser

Welcome from Brian Richards

Brian Richards

MBA (Fin Mgt)

CEO, The Preferred Adviser

CEO, Recession Resister

Welcome to The Preferred Adviser!

I believe in leading with value, giving first.

Putting this into practice, I'd like to give you a few valuable gifts right now, just for taking a few minutes to drop by our website to see what's on offer.

I also believe that the essence of our authority as professional advisers is 1. Educate in our core areas of expertise and 2. Advocate on behalf of the interests of our clients, partners and communities.

These three essential principles are embedded into the 1,200+ pages on this site and our sister site at Recession Resister.

I have looked for ways to apply these principles every day eg as the State Manager of a large financial institution, where some of my most gratifying work was handing over grants from our Foundation.

I then had an even greater opportunity to implement as CEO of a high profile national Non-Profit Organization.

At The Preferred Adviser, we now live these principles by doing our best work for community-minded professionals. You'll see an example of that in our eye-opening Mortgage Broker story.

At this time of considerable unrest and disquiet, our core desire is to support and partner with aligned people who have causes and groups they are championing.

We'd like to showcase your efforts and ideally help your favorite cause or two. Perhaps together we can help make life and business just a little more safe, secure and meaningful for people.

In October 2023, we have launched several new services. These include:

Our heavily discounted Personal Brand Websites (called Hero Maker Pages).
Our new Benefits Hub available to all
OMNAI sales and marketing solution
Exclusive Business Insider feature articles

In November 2023, we are re-launching our unique Financed Data and Emailing solution. This is a breakthrough system that combines exclusive access to the largest opt-in email database in the US, a powerful, extremely low cost emailing technology in partnership with Microsoft and guaranteed lease financing of the whole package through our preferred partners. The database, the emailing system and leasing arrangements are all proprietary and only available through us.

To help you navigate from here, I've listed a few key items of value to help you quickly get your bearings, access your gifts and navigate the options you have available with us.

I've set this out in suggested "steps", potentially leading to our signature The 100 Voices Project for some. We are starting to award $50K sponsor packages to Community-Minded Professionals in Q4 2023.

You can dip your toe into any of the goodies on offer along the way. Am hoping you at least explore your gifts in Step 1.

Thank you for stopping by! Please reach out to me via the Help Desk if you have any questions.

Hoping to be of service to you soon.

Brian Richards

"We seek a partnership of professionals to help make life and business more safe, secure and meaningful."

A Call to Community-Minded Professionals

Invitation to Apply for The 100 Voices Project

Are you a community-minded professional with a passion for meaningful impact? Brian Richards invites you to explore a significant collaboration opportunity with The 100 Voices Project.

Together, let's amplify voices that matter. Your involvement can shape a legacy and help elevate the causes that matter to you.

Reserve your time slot to ensure your questions are thoroughly addressed and you can make informed decisions with confidence.

SECURE A 20 MINUTE MEETING WITH BRIAN NOW

Adviser Vault Help Desk Notices

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100 VOICES PROJECT