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Partner With Us & Help Clients With Tax-Advantaged Wealth Management

Partner With Us & Help Clients With Tax-Advantaged Wealth Management

Specialty: Financial Advising
Size: Sole Practitioner
Annual Revenue: Less Than $250K

We believe that in order to give proper financial advice, you’ve got to understand your clients’ entire financial pictures, which includes the amount of taxes they are paying every year. We’ll teach you how to add tax-advantaged wealth management to your sole practitioner financial advising firm—even if you’re not a tax professional.

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Track Your Client Requests & Documents in Corvee Software & Analyze Client Returns for Tax Planning Opportunities

Use our software to understand your client’s tax situation, prepare a proposal and generate a finalized tax plan deliverable that saves them tens of thousands in taxes.

Corvee Tax Planning Helps You Be Better Than Most Tax Professionals

As a financial advisor, you might not know everything you need to know about taxes. But the advice you’re giving to clients already has many tax implications. Use our tax planning tool to analyze a client’s tax return and make recommendations that save them tens of thousands in taxes, while growing your investments and insurance business.

Corvee Tax Planning Helps You Be Better Than Most Tax Professionals

As a financial advisor, you might not know everything you need to know about taxes. But the advice you’re giving to clients already has many tax implications. Use our tax planning tool to analyze a client’s tax return and make recommendations that save them tens of thousands in taxes, while growing your investments and insurance business.

Corvee Tax Planning Helps You Be Better Than Most Tax Professionals
All Client Requests and Files in One Place

All Client Requests and Files in One Place

Corvee Client Collaboration allows you to digitally request and receive agreements, engagement letters, questionnaires and file requests from each of your clients, and get real-time reports on what’s still outstanding.

Accept Payment for Services Provided and Control Client Credit Cards and ACH

Tax planning is an outside business activity (OBA) from your broker-dealer or Registered Investment Advisor (RIA). Use Corvee Client Payments to accept payments from your clients and get paid upfront, in full.

Accept Payment for Services Provided and Control Client Credit Cards and ACH
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Build a Marketing, Sales and Service Delivery Machine for Tax Planning & Financial Services With Corvee Growth & Development Programs

Join our 12-month growth and development programs to help you learn tax planning, create systems for acquiring business owners as clients and deliver tax plans that recommend investment and insurance strategies. 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.

Build a Marketing, Sales and Service Delivery Machine for Tax Planning & Financial Services With Corvee Growth & Development Programs

Confirmed Annual Revenue Growth From Our Sole Practitioner Clients 

Read our Methodology Memo for how we calculate these numbers

Learn Tax Planning and Save Clients Tens of Thousands in Taxes, Even If You're Not a Tax Professional

Learn Tax Planning and Save Clients Tens of Thousands in Taxes, Even If You’re Not a Tax Professional

We’ll teach you how to sit down with a business owner and, in an hour, without their tax return, ask questions on deductions, legal entity structures, retirement planning, insurance, niche strategies, advanced strategies and more to determine how much you can save them in taxes in both the current year and future years. You can and likely already are saving clients money on taxes—we’ll help you package, price and deliver your tax plans accordingly.

Use Marketing Systems to Create Dozens of Inbound Appointments

We use LinkedIn marketing, Facebook advertising and email newsletters to generate 5–50 appointments per week with business owners who are ready, willing and able to pay for tax planning, investments and insurance. We’ll help you pick a niche, craft your messaging and build systems to generate appointments with predictability.

Use Marketing Systems to Create Dozens of Inbound Appointments

Onboard and Deliver Tax Plans That Convert Investment and Insurance Clients

Onboard and Deliver Tax Plans That Convert Investment and Insurance Clients

From the request list and questionnaire, to the kick-off call script and the crafting of the final tax plan deliverable, we’ll walk you through them all. We help financial advisors who are neither accountants nor tax professionals add tax planning to their firms so they can help save clients money on taxes, while growing their assets under management and insurance client base.

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Grow Your Firm Through Accountant Referrals and Tax Planning With Corvee Advisors and Cambridge Investment Research

We’re partnered with Cambridge Investment Research as a branch Office of Supervisory Jurisdiction (OSJ), and also support solicitors and OBAs like tax planning. If you join our partnership, we’ll partner you with some of the thousands of accounting professionals in our network.

Join Our OSJ to Get the Full Benefits of Working With Us

We’ve partnered with Cambridge Investment Research as a branch OSJ. We’re not like other OSJs: we’ve got a proven model for marketing, sales and delivery where we give you all the materials, and coach and hold you accountable throughout the process to grow your financial advising firm year after year.

Join Our OSJ to Get the Full Benefits of Working With Us
We Support Solicitors and Outside Business Activities

We Support Solicitors and Outside Business Activities

Not every broker-dealer or RIA will support you paying referrals fees to third-parties or accountants. And most broker-dealers don’t support OBAs like tax planning. We, in our partnership with Cambridge Investment Research, support both. There are 11 states where solicitors don’t actually need to be licensed to share in advisory fees. We’ll help you, and the solicitors we partner you with, follow all the necessary compliance requirements to help the client, and help everyone share in fees.

We’ll Connect You With Tax Professionals Looking to Refer Wealth Management Clients

Our advisors receive access to our network of over 9,000 tax and accounting professionals who are ready to refer their clients for wealth management. We choreograph these relationships and set expectations so you’re both providing value to the client.

We'll Connect You With Tax Professionals Looking to Refer Wealth Management Clients
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More to Explore for Sole Practitioner Financial Advising Firms

Growing your sole practitioner financial advising firm with tax planning is an entirely different approach. It’s not changing one thing, it’s changing everything—and we’ll be there with you every step of the way.

Tax Planning

Tax Planning

We’ve compiled the core tax planning strategies you need to save clients tens to hundreds of thousands in taxes. We’ll teach you these strategies, show you how to apply them with your clients and provide the supporting documentation, including tax code references and court cases, so you can deliver with confidence.

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Wealth Management

Wealth Management

Given our tax focus, we take a different approach. Learn more about how to use tax-advantaged wealth management to bring in new clients and deliver the highest value to them.

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Financial Coaching

Financial Coaching

We generally set a minimum at $400k income, investable assets or net worth. This makes some clients too small for assets under management and insurance. If they are still keen to work with you, we will offer them a financial coaching package for $2,500–9,800.

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Client Acquisition

Client Acquisition

With tax planning at the center, we’ve designed a digital client acquisition program using LinkedIn marketing, Facebook advertising and email newsletters to produce appointments on the calendar with business owners ready for tax planning, investments and insurance services.

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Pricing Your Services

Pricing Your Services

We’ll help you price your tax planning, financial coaching, financial planning fees, AUM, and we’ve structured a competitive compensation package for our partners if you decide to join our OSJ.

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Making Your First Hire

Making Your First Hire

When you’re first getting started, you have to get to at least $250,000 in annual sales before you hire your first team member. But once you’re ready, we’ll help you with the job ads, interview process and competitive compensation structure needed to make your first hire. We’ll also show you how to get your new hire onboarded for success.

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Profitability Assessment

Profitability Assessment

Being a financial advisor can be a very profitable business. You should have a goal of doing 60–80% profit margins on a cash basis when you’re getting started and before you’ve built a big team. If you’re not there yet, we’ll analyze your profit margins and determine how much of it is related to the quality of your revenue, or your spending habits. We’ll work with you to build a proactive plan each month to improve your gross and net profit margins.

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Managing Your Time

Managing Your Time

Whether you become a partner with us, or work with your current broker-dealer, RIA or OSJ, managing your time is crucial. We’ll help you prioritize marketing, sales and client servicing, and push the admin work to the back office.

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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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