When CPAs and financial advisors work together the results are inspiring and profound. The Integrated CPA Alliance can help you establish a value-add, revenue producing division for your firm to help you grow your business, secure top talent, and plan for succession.
Through our “co-source” model, we’ll help you launch a wealth management division of your firm under your brand which will generate a new line of recurring revenue. The best part, you own it.
The results for our partner firms have been extraordinary. Our partners are the critical nucleus to our growth since launching the program over two decades ago. Our role is to promote trust between our partners and their clients by providing an environment that supports long-term relationships rather than interfering with your structure.
As an independent, financial planning firm we do not sell any proprietary products but work as fiduciaries for our advisory clients. It is our advisors’ legal duty to put their clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.
This isn’t financial jargon. This philosophy is at the core of everything we stand for at Integrated Partners. Often, our CPAs and advisors work together with clients that have significant net worth, and therefore more complex financial lives. Integrated’s advisors are backed by our in-house team of dedicated, tenured and credentialed specialists, enabling our advisors to deliver a range of services to the most complex business owner and family office clients, along with the mass affluent and retirees.
This provides our partners and advisors the confidence to approach even the most complicated clients with the knowledge that they have a team in their corner, tackling every challenge. Together.
Our value does not end with our structure, experience of our planning teams or with the new revenue source generated from the program. It extends to our marketing as well.
Our proactive marketing approach builds out the referral funnel for our partnership. Our marketing team is nimble, so the content is timely and impactful ensuring we are always delivering value to both you and your clients.
The results are real, and the strategy is battle tested.
Integrated Partners will work tirelessly with you, for your clients, your firm, and your legacy.
Join the alliance. Become a partner.