CPA CFP Team-Based Model for Smarter Strategies and Better Results

In the last five to ten years there’s been a dramatic shift in what people want and need from their Advisory Teams. CPAs are generally expected to be their clients’ “most trusted business advisors. Your CPA probably doesn’t want to be defined as a traditional services provider (ie: tax preparation, audits, and financial statements).

In this shifting landscape, Advisory Teams must learn how to engage in a CPA CFP Team-Based Model in order to excel in the future of Wealth Management.

CPA CFP Team-Based Model is designed to help CPAs:

• Provide ongoing education on topics that impact clients wealth and well-being

• Reduce the risks that come from referring clients to incompetent “Financial Advisors”

• Create a “Synergy of Specialists” by working with a qualified team of experts

• Increase organic growth by giving clients an experience worth telling their friends about

• Reduce the risk of losing clients by engaging in a more proactive planning process

• Provide significantly more value while increasing client satisfaction

CPA CFP Team-Based Model is designed to help Financial Advisors:

• Follow a proven process to Identify, Contact, Engage, and Maintain Partnerships with CPAs and CFP® Professionals

• Identify and communicate with your clients using The Blueprint for Financial Success™

• Increase revenue by working on more advanced strategies and larger cases

• Reduce marketing costs as a result of a constant flow of cases

• Build a better business modelthat doesn’t rely on transactional selling

CPA CFP Team-Based Model is focused on delivering Smarter Strategies and Better Results for Individual Investors, Families, and Business Owners.

CPA CFP Team-Based Model helps you build the Advisory Team of the Future which will give you an unfair competitive advantage in the marketplace.

If you are like most Financial Advisors, you’re too busy staying too busy. It’s time to shift your focus from spinning your wheels to building a better business model by delivering Smarter Strategies and Better Results for your clients — and your self.

CPA CFP Team-Based Model Coaching

The BEST way to achieve a significant goal is by learning from someone who’s’ already successfully done what you want to do. CPAGamePlan.com provides coaching for Financial Advisors, CPA teams, CFP® Professionals (and their clients) to create compelling financial plans that deliver Smarter Strategies and Better Results for your clients and for your business.

CPA CFP Team-Based Model helps CPAs, Financial Planners, and Allied Professionals Maximize Business by creating a “Synergy of Specialists”