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.
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.
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.