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Change Your Broker-Dealer & Partner With Us

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Partner With Us

Join a network with over 8,900 accountants and certified public accountants (CPAs) who are ready to refer their clients for wealth management services. We’re an Office of Supervisory Jurisdiction (OSJ) of Cambridge Investment Research and help financial advisors grow their business through tax planning and choreographed referrals from accountants.

Change Your Broker-Dealer & Partner With Us

Tax Planning is at the Heart of What We Do

We build our marketing, sales and upsell materials around tax planning first, followed by fulfillment of investments and insurance products tailored to the client’s specific needs. We’ll show you how we first offer tax planning to every client, then recommend investments and insurance as a tax planning strategy.

Personal & Business

Personal
Income
Expenses
Net Worth

Business
Revenue
Expenses
Enterprise Value

Exit, Retirement Plan

Tax Planning

Deductions
Legal Entity
Structure
Retirement
Insurance
TCJA, CARES
Advanced
Strategies
Niche Specific
Asset & Gift Freeze

Investments

IRA
Solo 401k
Brokerage Account
Simple IRA
REIT
Alternative
Investments
Roth IRA
Private Placement
Opportunity Zones
Self Directed 401k

Insurance

Cash Value Life Insurance
Annuities
Term Life Insurance
Key-Man Policies
Buy-Sell Agreements
Captive Insurance
Irrevocable Life
Insurance Trust

Estimate Planning

Wills & Living Wills
(Advanced Health Directives)
Gifting Plans
Succession Planning
Asset Protection (Trusts)
Charitable Giving
Beneficiary Selection

Cash & Equivalents

USD
Gold
Silver
Foreign Currency
Bitcoin
Foreign vs.
Domestic Holdings
Physical vs. Banked
T-Bills

Grow Your Financial Advising Firm through Active Marketing & Referrals

We have a proven model for growing financial advising firms who start with tax planning, and then ascend their clients into other services. In fact, our clients average 83%* year-over-year growth. Why? Because we do things differently. We’re actively involved in your marketing, sales and referral processes to ensure you perform as many consultations as possible, to grow your Assets Under Management (AUM) and commissions. 

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Scientific Growth the Financial Advising Industry Has Never Experienced

Tax Planning Marketing

Tax Planning Marketing

Trying to offer investments and insurance directly is nowhere near as powerful as starting with tax planning. Even if you don’t know it, you’re offering tax planning—you just haven’t packaged it as an upfront service for $2,500 to $9,800. That’s exactly what we’ll help you build using LinkedIn, Facebook and email newsletters to get appointments every single week.

Proven 150+ Slide Sales Decks

Getting appointments isn’t enough—it’s the conversion that matters. We’ll help you educate prospects on the financial products available so they can decide what makes the most sense for them. We’ll do so by arming you with 150+ slide presentations on tax planning, AUM, investments and insurance. These proven decks convert prospects at 25-50%.

Proven 150+ Slide Sales Decks
Choreographed Referrals With Accountants and Certified Public Accountants (CPAs)

Choreographed Referrals With Accountants and Certified Public Accountants (CPAs)

We have a network of over 8,900 tax and accounting professionals. Many of them can receive advisory fees as solicitors without a license. We train them to identify clients with $400k+ income and/or $400k+ investable assets, and refer them to you. You’ll also get to review their client list, co-select ideal clients and set up discovery and education-based sales presentations.

Partners Who Support Outside Business Activities and Solicitors

One of the biggest problems with broker-dealers today is their lack of support for tax planning and accounting services as outside business activities (OBAs). Additionally, they don’t support partnering with accountants and offering them fees under a solicitor’s agreement, even if they’re not licensed. Not only do we support both, we also actively help you build a tax planning business and choreograph solicitor introductions and relationships.

Partners Who Support Outside Business Activities and Solicitors
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A Proven System to Help Financial Advising Firms Generate New Clients Every Single Month

Most broker-dealers, registered investment advisors and Offices of Supervisory Jurisdiction offer back office and administrative support. But, they don’t offer the methods to grow your financial advising firm using a proven model. We start with growth coaching and accountability first. Then, we’ll help you design marketing and sales systems to convert cold prospects into AUM and insurance clients. Additionally, we provide high-net-worth referrals from accountants and CPAs from our network of over 8,900 tax and accounting firms. We also offer administrative support and a proactive compliance team with Cambridge Investment Research, which is one of the top 10 broker-dealers in the industry.

Coaching and Accountability

Coaching and Accountability

Each week, we review how many leads, opportunities, sales presentations and paying clients you’ve signed up. We help you design systems to get appointments and push you to move people through the pipeline.

Growth-Focused and Referrals From Accountants

Prospects, existing clients and choreographed referrals from accountants and CPAs are all ways to get new clients. We help you design systems and push you to grow your firm. Financial advising firms that work with us grow at an average of 83%* year over year.

Growth-Focused and Referrals From Accountants
Practice Management and Administrative Support

Practice Management and Administrative Support

We design administrative support systems so you can focus on doing what you do best—selling and managing clients. Our team has mapped out the process for onboarding new clients and we do it with as few clicks and keystrokes as possible.

Technology

Through our partnership with Cambridge Investment Research and our internal technology stack for managing marketing, sales opportunities and existing clients, there’s no better technology support you’ll find in the financial advising industry to assist you in growing your firm.

Technology
Investment Outsourcing

Investment Outsourcing

Through Cambridge Investment Research’s Cambridge Asset Allocation Platform (CAAP) program, we offer many of the top money managers (such as Goldman Sachs), mutual funds and other investment products. This way, you can focus on asset acquisition while others handle the active asset management.

Transition Your Financial Advising Firm Today

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Corvee Advisors LLC are not affiliated. This communication is strictly intended for individuals residing in all 50 states, D.C. and PR.

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