Reaching New Heights Together
We partner with CPAs, tax firms, group benefit agencies, independent property and casualty agencies, and other companies to formalize a relationship that helps both of our organizations grow and better serve our clients.
Though it can often begin as a simple referral-sharing relationship, true trusted business alliances do much more than share leads—they partner with, support and complement each other—all to the significant benefit to the client.
Program Benefits:
- Leverage our proven process, system and resource library for marketing your firm.
- Offer your clients the complete breadth of financial planning services to expand your existing roster of service offerings without adding costs or hiring new staff.
- More time and fewer distractions, enabling you to more fully serve existing and future clients.
- Strengthen existing relationships by offering more, so clients look to you as a single-source advisor.
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