Close search field
Partner With Accountants & Offer Tax-Advantaged Wealth Management

Partner With Accountants & Offer Tax-Advantaged Wealth Management

Specialty: Financial Advising
Size: Small Firm
Annual Revenue: $250K – $1M

Most independent financial advisors never grow beyond themselves.  We’ll show you how to turn your financial advising work into a full-fledged business with a team.

Request & Receive Files & Documents You Need From Clients, Analyze Their Tax Returns for Tax Savings, Investments and Insurance in Seconds With Corvee Software

Use our tax practice management software to manage all client requests, generate tax plans and collect client payments in one centralized and secure client portal.

Every Single Thing You Ever Needed From Clients in One Place

Corvee Client Collaboration allows you to digitally request, receive and track agreements, questionnaires and file requests from clients, all in one place. See what’s been requested, what’s been received and what each of your team members has access to, right from your executive dashboard.

Every Single Thing You Ever Needed From Clients in One Place

Corvee Client Collaboration allows you to digitally request, receive and track agreements, questionnaires and file requests from clients, all in one place. See what’s been requested, what’s been received and what each of your team members has access to, right from your executive dashboard.

Every Single Thing You Ever Needed From Clients in One Place
Optimize Every Client’s Tax Position With Tax Planning

Optimize Every Client’s Tax Position With Tax Planning

Corvee Tax Planning scans tax returns, gives recommendations and helps you export proposals and deliverables for tax planning— even if you and your staff aren’t tax professionals.

Accept Payments From Clients via ACH and Credit Card

Corvee Payments gives you total control of charging your clients for tax planning, consulting and other services that aren’t provided through your broker-dealer, Registered Investment Advisor (RIA) or Office of Supervisory Jurisdiction (OSJ).

Accept Payments From Clients via ACH and Credit Card

Generate Appointments With High-Value Business Owners Ready for Tax-Advantaged Wealth Management With Corvee Growth & Development Programs

Join our 12-month growth and development programs to predictably grow your assets under management (AUM) and insurance engagements every month and get support on marketing, sales and delivery. Our 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.

Generate Appointments With High-Value Business Owners Ready for Tax-Advantaged Wealth Management With Corvee Growth & Development Programs

Confirmed Annual Revenue Growth From Our Small Firm Clients

Read Our Methodology Memo for how we calculate these numbers

Create an Incredible Sales Process That Can Be Done Without You

Create an Incredible Sales Process That Can Be Done Without You

If you’ve got other advisors on your team, how do you get them to sell like you do? We’ve created a 150+ slide education-based sales presentation for investments and insurance so you can convert clients on tax-advantaged wealth management even if you’re not on the call.

Market to Business Owners Across the US

We’ll help you build LinkedIn marketing, Facebook advertising and email newsletters to transition away from retirees and towards business owners giving you a higher lifetime value per client.

Market to Business Owners Across the US
Build a Team That Can Deliver Without You

Build a Team That Can Deliver Without You

Growing beyond just a one person show can be hard. We’ll help you map out your org chart, key hires, competitive compensation, internal workflow and processes to build a team that’s ready to scale.

Partner With Accountants & Offer Tax-Advantaged Wealth Management Through Corvee Advisors and Cambridge Investment Research

Partner with our branch OSJ through Cambridge Investment Research to take full advantage of a partnership with Corvee.

We Support Outside Business Activities Like Tax Planning

So many broker dealers and RIA’s don’t support outside business activities. We believe that if it’s allowed, and it’s good for the client, we need to figure out how to do it. Through our partnership with Cambridge Investment Research, we’ll support your tax planning business and more.

We Support Outside Business Activities Like Tax Planning
You Can Work With Solicitors Under Our Model

You Can Work With Solicitors Under Our Model

There are 11 states where solicitors can receive a percentage of advisory fees even if they’re not licensed. This is a big incentive for referring tax and accounting firms and we’ll help you set up the process to make sure everyone is in compliance.

We’ll Choreograph Referrals With the 9,000+ Tax and Accounting Professionals in Our Network

Tax and accounting professionals work with us to help them grow their firm and monetize their client base. Many of them are not licensed and need to partner with an advisor to offer wealth management to their clients. We’ll introduce you, go through their client list and set up introduction calls with ideal clients.

We’ll Choreograph Referrals With the 9,000+ Tax and Accounting Professionals in Our Network

More to Explore

Most financial advisors never make it past a one person firm. We’ll help you build a whole team and face the challenges that go with building a team to grow revenue month over month while maintaining profitability.

Tax Planning

Tax Planning

We recommend every single client has a tax assessment outside their investment and insurance relationship with the firm. We teach you how to estimate savings, prepare a sales presentation and proposal, convert and deliver tax plans as a financial advisor.

Wealth Management

Wealth Management

Tax-advantaged wealth management isn’t just about the tax implications of investment and insurance recommendations. It’s about reviewing the client’s entire tax position and optimizing it for net worth growth over the long term.

Financial Coaching

Financial Coaching

Generally we want over $400,000 of income, investable assets or net worth for a qualified prospect. If someone is smaller but wants to work with us, we’ll offer them financial coaching where we train them how to manage their finances but don’t onboard them as a full financial advising client.

Managing Your Time

Managing Your Time

Now that you’ve started to build your team, managing your time becomes even more crucial. You not only have your normal responsibilities, but staff to train and coach as well. We’ll help you build out the technology, workflow and task management process to work on your business and not in it.

Pricing Your Services

Pricing Your Services

Tax planning, investments, insurance and financial coaching are a combination of consulting fees, advisory fees and commissions. We’ll help you map out the process to properly price clients and find the best fee and commission structures for the products your clients need.

Profitability Assessment

Profitability Assessment

You should be generating 50-60% profit margins on a cash basis. If you’re not, we’ll perform a profitability assessment to determine whether your pricing is too low, staffing costs are too high or there’s a problem with other operating expenses. We’ll help you build a plan to improve margins every month.

Client Acquisition

Client Acquisition

To be able to continue to grow and afford the additional expenses associated with that growth, you need to have a consistent stream of appointments on the calendar every single week. If you don’t know exactly how many leads, qualified opportunities, appointments and closed sales you had in the last week, that’s a problem. We’ll help you build an active marketing system with LinkedIn marketing, Facebook advertising and email newsletters to produce appointments every single week.

Building Your Marketing Team

Building Your Marketing Team

Now that you’re building a team, your marketing has to be consistent. Whether it’s an admin, personal assistant or a marketing coordinator, we’ll help you train someone to report how many leads and appointments they’re generating every single day.

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.

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

Interested in Partnering?

Fill out the form below, and we’ll be in touch.

  • This field is for validation purposes and should be left unchanged.

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

Want to Learn More?

Please fill out the form below.

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

AccountingTax.com by Andrew Argue is now Corvee