fast-track training

the power of the partnership.

Branch Strategic Partnership Training Success
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client success is the root of
the branch strategy

Two heads are better than one.  When a successful partnership is formed between advisor and CPA, multi-leveled expertise is delivered to the client with a concise and streamlined approach. The CPA remains a trusted advisor while adding additional revenue sources and growth opportunities to their practice. 

THE BRANCH WEALTH MANAGEMENT program

LEVERAGE YOUR EFFORTS
Working with CPAs to grow your business is not a new concept, however, Branch Wealth Partnership has re-tooled the approach.  Branch Wealth Partnership replaces the never-ending referral quest with the groundwork and tools to create permanent partnerships between Financial Advisors and CPAs. Coupled  with our step-by-step action plan, we eliminate the busy work for both the advisor and the CPA.  From compliance guidance and access to our online learning center to customized marketing materials and one-on-one coaching, we do the heavy lifting so you can focus on making your business relationships powerful and lucrative.  

GROW YOUR BUSINESS
The Branch Wealth Partnership program is designed to be easy to implement, so you are at peak performance, before your first visit to a CPA prospect has been set. Our program helps build excitement for both the CPA and the Advisor, by providing a clear roadmap to the mutually beneficial strategy of joining forces.  We supply you with the knowledge and tools to quickly transition your contact into a partnership, primed to produce a stable revenue stream between you and the CPA.

WIN-WIN-WIN PARTNERSHIP
The Branch Wealth Partnership program allows the CPA to remain the financial management expert, while the Financial Advisor tackles the wealth management side of the business, behind the scenes. The CPA is able to provide enormous value-add to their clients who gain a team of experts, working on their behalf. 

INDUSTRY ANALYSIS

According to CPA Horizons 2025 findings, CPAs
overwhelmingly believe that they will need to provide a greater
variety of services. CPAs who look beyond traditional services
while continuing in their trusted advisor role will enhance their
value to clients, business and employers.
— -AICPA, HORIZONS 2025 FORECAST REPORT

The branch TRAINING program includes

  • Consulting: Overview of Current Business

  • Strategic Plan to Find and Partner with CPAs and P&C Shops.

  • Digital learning center

  • CPA and P&C Shop onboarding 

  • compliance guidelines

  • Customizable digital assets and website.

A CPA SHARES HIS SUCCESS STORY OF PARTNERING WITH A FINANCIAL ADVISOR.

CPA Testimonial
CLICK HERE TO READ AICPA'S REPORT, RECOMMENDING CPAs ADD WEALTH MANAGEMENT SERVICES TO THIER BUSINESS

BRANCH'S FAST-TRACK TRAINING

It just takes one strategic partnership to dramatically improve your book of business.

Branch Wealth Partnership

Contact

Email: info@branchwealthpartnership.com
Phone: 919-755-3051
Address:
4000 Westchase blvd., Suite 400
Raleigh, NC 27607

CONTACT US