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Search no further. The essential guide to Partnering with CPAs and Tax Professionals is here. Download your copy today to learn how you can bring unprecedented value and insights to CPAs and their firms and help them identify key clients for wealth management solutions.

How can I help CPA firms expand beyond accounting and advisory services to grow their business?

The highly challenging and competitive environment that exists today, creates a huge opportunity for you to partner with CPAs and tax professional firms. They are looking for a way to compete, create additional revenue streams and grow their business – and you can show them how big of an untapped revenue opportunity they may be sitting on. By Partnering with CPA Firms, you will be provided the opportunity to bring your expertise to a new relationship and add value to the CPA Firm and their clients who may be in need of financial, retirement or wealth transfer planning.

Ink A Strategic Partnership with the CPA Firm Conversation eBook

Identify a potential strategic partner in the CPA space. Prior to your approach, familiarize yourself with the eBook. This CPA firm conversation eBook is designed to position you as a service oriented expert for insurance, estate planning, financial planning, retirement planning and wealth transfer.

You will be able to easily demonstrate how Partnering together will provide deeper insights into the financial needs within their client base and the potential to create a new revenue stream by offer wealth management services to their clients.