Introduce the program to you, your partners, your staff and your clients
Provide a professional financial advisor to support you and your clients
Take you through the required licensing process and offer CE credit opportunities
Offer practical seminars with actionable ideas and CPA relationship-building opportunities for financial services and your practice
Assist in creating your business plans and objectives, entity selection, and compensation model
Demonstrate value by providing planning to you, your partners and your staff
Coach you on how to consult with clients while retaining independence and objectivity
Offer guidance on legal and compliance concerns
Assist with marketing plans, programs and materials
Produce detailed production reports to support goals and accountability
Support you with tax basis and both preliminary and final gain/loss reports
Conduct free client investment and risk management reviews
Compliance Required Disclosure: The testimonial contained on this page may not be representative of the experience of other clients and is no guarantee of future success.
