The Whole Story
Membership includes all of the following benefits:
CPA Marketing Portal
Your membership includes a personalized web portal with customized content that attracts CPA's to you and builds your credibility.
Two unique videos on advanced tax planning topics added to your website each month branded specifically to you.
Mentoring and Coaching
With Advisor2CPA, you'll never be alone! Personal mentoring and coaching is available on a regular basis. Speak directly to an experienced RIA!
Monthly Conference Calls
Training provided every month via live conference calls. Ask questions and get the answers you need.
Leverage our experience and our resources in order to assist your CPA's with advanced tax planning strategies.
Our turn-key email marketing keeps you in front of CPA's in your local area on a regular basis. We do the work, you focus on your practice.
CPA's Are Looking to Partner with Experienced Advisors
We'll show you how to connect with them.
“What people really need is a partner… a financial confidante to talk to them about what is going on in their businesses.”
“The CPA acts as a relationship manager between clients and network professionals. Having a network in place makes the CPA firm a one-stop shop”
"Part of maintaining your role as a client’s trusted business adviser means acting as the client’s quarterback and having a network of professionals to engage when connecting the client with the appropriate specialist."