Strategic Partnership Program
The Strategic Partnership Program was designed with busy tax professionals like you in mind.
We understand that you might not have the bandwidth to juggle time-consuming activities like portfolio management and financial consulting. More than a simple referral process, this unique program offers a mutually beneficial long-term partnership between you and a fellow trusted Avantax Financial Professional who is also invested in seeing your clients succeed.
What You Do
Refer your client to a licensed Avantax Financial Professional. You control the relationship and only choose clients who could truly benefit from comprehensive financial planning advice.
What We Offer
- A licensed Financial Professional to develop customized planning solutions for your clients' unique situations.
- The personalized care of a dedicated team and the power of over 40 years of experience.
- Increased revenue with no additional workload for you or your employees.
How Clients Can Benefit
With the Strategic Partnership Program, clients get two Financial Professionals for the price of one — your services as a tax and accounting expert with a strong financial planning foundation and the tenured wealth management partner. There’s no additional cost to the client, and you and your partner work jointly to provide comprehensive services through a tax-focused lens.
Mutual Benefits for You and Your Partner
As the Referring Financial Professional (RFP), you can still offer wealth management services and benefit from a commission split depending on your licenses and the agreement you have with your Planning Financial Professional (PFP). Your PFP benefits from qualified referrals and the second opinion of a tax professional to help minimize tax liabilities as part of the financial planning process.
Getting Started Is Easy
As the Referring Financial Professional (RFP), you can still offer wealth management services and benefit from a commission split depending on your licenses and the agreement you have with your Planning Financial Professional (PFP). Your PFP benefits from qualified referrals and the second opinion of a tax professional to help minimize tax liabilities as part of the financial planning process.
Operational support includes:
All tracking, compensation and reporting for partnership accounts.
A unique partnership number for easy identification of partnership production.
Tools for streamlining and tracking partnership clients.
Resource materials, including partnership forms, Frequently Asked Questions (FAQs), best practices and more.
Periodic check-ins from your program and growth consultants to answer questions and offer guidance.
Is the Strategic Partnership Program Right For You?
Contact us or schedule an appointment with our team and you’ll be on your way to a referral-generating partnership that can help add growth, scalability and brand awareness to your business.
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