- Grow Your Practice
- How It Works
- Getting Started
- Ongoing Support

Grow Your Practice

As an accounting professional, you are in the best position to understand your clients’ tax situation and address their financial needs in an appropriate manner. Through our mutual affiliation, your clients can benefit from your insight, coupled with our expertise in financial services. This creates an ideal environment to help them achieve their investment objectives and provides you with an additional revenue stream.

Our program addresses the primary concerns you may have in developing a financial services business: time, expertise and experience. We provide you with experienced professionals who serve as extensions of your staff. These representatives have the necessary time and expertise to ensure that your financial services business can develop properly.

We recognize the importance of preserving quality and protecting professional integrity throughout the business-expansion process. We respect the loyal relationship between you and your clients. Our program strives to maintain, and even strengthen, your position as a trusted advisor to your clients.