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Partner With Us to Build a Tax-Advantaged Financial Advising Firm

Partner With Us to Build a Tax-Advantaged Financial Advising Firm

Specialty: Financial Advising
Size: Medium & Large Firms
Annual Revenue: $1M – $10M+

Most financial advisors never make it as far as you have. But now, we can start setting some real goals like charging 1–5% assets under management, and architecting every part of your medium or large financial advising firm that needs to change to get there.

Manage & Analyze Your Clients’ Tax Returns for Estimated Tax Savings, Investments & Insurance in Minutes With Corvee Software

Use Corvee software to automate tax planning recommendations, get a bird’s eye view of all client statuses and get paid with ease.

Enable Your Team to Create and Deliver Tax Plans for Clients

Corvee Tax Planning scans all your clients’ tax returns, gives recommendations and creates proposals and plans that your team can deliver to clients. Each plan will make recommendations for tax planning strategies, many of which include needs for investments and insurance.

Enable Your Team to Create and Deliver Tax Plans for Clients

Corvee Tax Planning scans all your clients’ tax returns, gives recommendations and creates proposals and plans that your team can deliver to clients. Each plan will make recommendations for tax planning strategies, many of which include needs for investments and insurance.

Enable Your Team to Create and Deliver Tax Plans for Clients
See All Client Requests and Their Statuses via an Executive Dashboard

See All Client Requests and Their Statuses via an Executive Dashboard

As your medium or large financial advising firm grows, the number of agreements, engagement letters, questionnaires and requested files it manages can get out of control. Corvee Client Collaboration will give you an executive dashboard to see the status of every single client and what’s still outstanding.

Accept, Store and Process ACH and Credit Card Information for Clients

Use Corvee Payments to gain complete control over charging clients for services not processed by your broker-dealer, Registered Investment Advisor (RIA) or Office of Supervisory Jurisdiction (OSJ). You can ensure you get paid upfront and can charge the client when you want. Never chase for payment again.

Accept, Store and Process ACH and Credit Card Information for Clients

Learn How to Generate Appointments With High-Value Business Owners and Sell Them Tax Planning, Investments and Insurance Products With Corvee Growth & Development Programs

Going from $1M to $10M and beyond in fees and commissions isn’t something you do alone. We’ve built the marketing, sales, delivery and operations materials to support you in the next phase of growth of your medium or large advising firm. Our 12-month growth and development programs include 1-on-1 success coaching, weekly Q&A calls with industry experts, a private client community to ask questions and get quick feedback and both in-person and virtual events so you can meet and learn from others like you.

Learn How to Generate Appointments With High-Value Business Owners and Sell Them Tax Planning, Investments and Insurance Products With Corvee Growth & Development Programs

Confirmed Annual Revenue Growth From Our Medium and Large Firm Clients

Read Our Methodology Memo for how we calculate these numbers

Build an Inbound Marketing Machine to Attract High-Net Worth Business Owners

Build an Inbound Marketing Machine to Attract High-Net Worth Business Owners

We’ll help you build a process where you market tax savings to business owners using LinkedIn marketing, Facebook advertising and email newsletters. Every one of your tax plans will have recommendations for growing the investment and insurance side of your firm.

We’ll Help You Train and Hire Sales Reps

Some services need to be sold by a licensed financial advisor, some don’t. We’ll help you hire, train and coach a salesperson who can convert 2–5 tax planning clients every week using our 150+ slide education-based sales presentation. Once these prospects become paying clients, you or another licensed financial advisor will sell them into taking up investments and/or insurance..

We’ll Help You Train and Hire Sales Reps
Design Your Tech Stack So You Can Work On The Business, Not In It

Design Your Tech Stack So You Can Work On The Business, Not In It

From marketing and sales and onboarding to delivery, task management, workflow and managing client payments, we’ll help you design the software, technology and tools needed to manage your business from a bird’s-eye view.

Receive Choreographed Accountant Referrals by Partnering With Corvee Advisors

Partner with our branch OSJ, Corvee Advisors, through Cambridge Investment Research and get access to one of the top broker-dealers, thousands of tax and accounting firms ready to refer clients and active marketing and sales support to help grow your medium or large financial advising firm every quarter with predictability.

We Support Outside Business Activities (OBAs)

Most broker-dealers and RIAs aren’t supportive of outside business activities like tax planning. We believe if it’s good for the client, and it’s good for you, we need to figure out a way to do it.

We Support Outside Business Activities (OBAs)
Work With Solicitors and Allow Them to Share in Fees

Work With Solicitors and Allow Them to Share in Fees

There are 11 states in which solicitors don’t need to be licensed to share in advisory fees. In the other states, we recommend they pass the Series 65 exam so they can do so. Using solicitor’s referrals, particularly from tax and accounting firms, is one of the fastest ways to grow your firm with high-net-worth business owner clients.

We’ll Introduce You to Our Network of 9,000+ Tax and Accounting Firms

Working with Cambridge Investment Research, we’ve been able to design the best process in the industry for partnering with tax and accounting professionals. Supporting tax planning as an OBA and enabling solicitors is something rarely supported by broker-dealers. Join our branch OSJ to learn what it’s like to work with a broker-dealer which cares about clients first.

We’ll Introduce You to Our Network of 9,000+ Tax and Accounting Firms

More to Explore for Medium & Large Financial Advising Firms

Growing your financial advising firm to the next level is…something rarely achieved in the industry. You’ll need all the support you can get. We’ve mapped out the processes to overcome key challenges in your journey.

Tax Planning

Tax Planning

Ignoring tax planning can have devastating consequences for clients. But turning this challenging area of a client’s life into the front-end focal point of your financial advising firm can be your most powerful tool for client acquisition, conversion and maximizing each client’s lifetime value. Even if you’re not a traditional tax professional, we’ll give you and your team all the tools you need to be able to deliver tax plans with confidence.

Wealth Management

Wealth Management

While you’ve likely got a great process for delivering wealth management support to clients, we’ve got tools to help you implement tax-advantaged wealth management and create a new stream of revenue for new prospects and existing clients.

Client Acquisition

Client Acquisition

We’ll help you and your marketing and admin team implement systems to acquire leads on a daily basis using LinkedIn marketing and Facebook advertising. We’ll then teach you how to nurture these leads using email newsletters to book an appointment for tax planning, investments and insurance. We’ll show your team how to report to you the results of their marketing efforts daily.

Pricing Your Services

Pricing Your Services

Now that your financial advising firm has reached this size, half of your future revenue should come from upselling existing clients and the other half, from new clients. We’ll help you design your pricing and packaging to maximize the lifetime value of your clients.

Profitability Assessment

Profitability Assessment

Our goal is to increase revenue growth quarter-over-quarter, while maintaining 50% profit margins on a cash basis. We’ll do a profitability assessment to see if you’re on track and if not, we’ll build a plan for you to increase profit margins every month.

Managing Your Time

Managing Your Time

Growing to the next level means taking a step back more than you ever have before—managing the team instead of being a financial advisor yourself. We’ll help you build processes for task management and workflows to manage both the team and your schedule, in order to optimize for revenue growth.

Hiring a Salesperson

Hiring a Salesperson

We’ll help you recruit, hire, onboard and train a salesperson to offer tax plans to new prospects. Once these prospects become clients, you can offer them investments and insurance through tax-advantaged wealth management.

Building Your Marketing Team

Building Your Marketing Team

To be able to get to the next level, daily and consistent marketing is crucial. We’ll help you train a marketing coordinator who can generate appointments daily with predictability.

Hiring Tax Managers

Hiring Tax Managers

When tax planning becomes a major part of your financial advising firm, we’ll help you hire a tax manager who can help you with prospects, existing clients, planning proposals and final deliverables so you can get the right tax answers for clients fast.

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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