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.
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.
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.
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 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.
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.
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.
Confirmed Annual Revenue Growth From Our Sole Practitioner Clients
Read our Methodology Memo for how we calculate these numbers
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.
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.
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.
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.
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.
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.
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.
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.
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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