Join a growing community of CPAs across the country who partner with us to extend their solutions and services.
As a CPA, you may be considering adding wealth management services to expand your offering, be more competitive and extend client services, all while potentially earning additional revenue.
With your tax experience and our in-house teams, you’ll be able to offer your clients comprehensive, personalized advice, as well as take advantage of resources to help you grow and scale your business. And, when you refer clients to our firm via this program, we’ll compensate you for those referrals.
Reasons to Consider the Program:
When you partner with our firm, you maintain your independence while benefitting from direct access to our in-house, tenured wealth management teams to expand your client offering.
Experience: You’ll get the benefit of working with our advisors who have partnered and collaborated with CPA firms and their clients since our inception in 2006.
Growth: You’ll have the ability to grow your practice by providing new services to help gain a competitive edge and exceed client expectations.
Revenue: You’ll have the opportunity to create diverse, recurring revenue streams when you refer clients to our firm with little to no upfront costs.
Relationships: Expanding your services to offer integrated tax and wealth management strategies can help strengthen current client relationships and acquire new ones.
Retention: The partnership can help you provide greater growth and opportunity for your younger CPAs to help increase employee retention.
Succession: Through our business advisory services, you’ll have access to succession planning support and opportunities.
Ready to Get Started?
We will collaborate with you throughout the client’s relationship cycle, because we believe that tax and wealth management strategies should complement one another.
Senior Vice President, Referral Partner Program