Affiliation
Nobody Understands Your Needs Better Than ·¬ÇÑÊÓƵapp
From the way you run your business to your current size and plans for growth, we understand one size does not fit all. That’s why you have options when affiliating with ·¬ÇÑÊÓƵapp. No matter how you choose to partner with us, you will receive the same level of training and support across the board.
Option 1: Make ·¬ÇÑÊÓƵapp Your Wealth Management Partner
As a licensed professional with ·¬ÇÑÊÓƵapp Wealth ManagementSM, our products, services and expertise will stand behind you as you deliver financial planning and investment management services directly to clients and prospects. Beyond ensuring a smooth licensing and transfer process, ·¬ÇÑÊÓƵapp offers a dedicated regional growth consultant to help you integrate our tax-intelligent offerings and a specialized investment team to lead you through tax-intelligent client strategies. You will also have access to technology like: the ·¬ÇÑÊÓƵapp tax-loss harvesting platform, Social Security planner, 1040 Anaylstâ„¢, the capital gains analyzer, and more.
We can also help you form partnerships with tax professionals, creating alliances that can provide specialized tax expertise to clients AND serve as sources of referrals. Financial Professionals who work with ·¬ÇÑÊÓƵapp have access to a broad network of tax professionals they can team up with. Those associations don’t have to be one-on-one: Financial Professionals may have relationships with several CPAs and other tax professionals. You are not tied to a single relationship.
Option 2: Affiliate With Our Registered Investment Adviser
Affiliating with ·¬ÇÑÊÓƵapp Planning PartnersSM relieves you of the burden of building and maintaining a complex infrastructure and gives you access to our team of tax-intelligent planners and consultants. If you’re considering making the move to become a Registered Investment Adviser, come talk with us.
The Strategic Partnership Program
Prospecting is an essential part of growing your financial practice, but it also takes time away from helping your clients. As a member of the Strategic Partnership Program, you can team up with an existing ·¬ÇÑÊÓƵapp tax professional who wants to provide their clients with the financial guidance they need but don’t have time to focus on both wealth management and their tax and accounting services.
As the Planning Financial Professional (PFP), you will focus on providing your partner’s clients with comprehensive wealth management services. The benefits:
- Qualified referrals from an ·¬ÇÑÊÓƵapp Tax Professionals.
- The potential for ongoing client growth and increased AUA.
- The tax-planning support of a qualified professional.
- A rewarding, long-term partnership.
- Tracking, reporting and support provided by ·¬ÇÑÊÓƵapp.
Enjoy an Easier Transition
We know how you feel…the thought of transitioning to a new wealth management partner dredges up all kinds of fears that make you procrastinate on even the best of opportunities. Your success is paramount to ·¬ÇÑÊÓƵapp. That’s why we have processes in place to make your transition as painless as possible. You have our support from day one with a dedicated onboarding specialist to guide you through the process, technology and training to get your practice running with ·¬ÇÑÊÓƵapp in as little as 10 to 15 days.
Which Model Is Right for You?
No matter which model you choose, we’ve been helping professionals like you add tax-intelligent financial services to their practices for 40 years.
Ready to expand your practice? Why not join the wealth management firm designed for tax professionals? Contact us today to start your ·¬ÇÑÊÓƵapp journey and join a community of like-minded professionals.
Looking to grow your business as part of a supportive community?
Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an ·¬ÇÑÊÓƵapp financial professional.