Introduction to Integrated Wealth Solutions! Congratulations on the growth in your business over the past nine months. No doubt you are now being rewarded for all of the value you’ve brought to the CPAs you work with as well as their clients. But we’re not done! In phase 4 we’re going to introduce you to a concept we call Integrated Wealth Solutions. You’ve gained valuable insight over the past nine months in how to work closely with CPAs and move those relationships from just an alliance to actual CPA client introductions and new business. In Winning With CPAs we strive to help you continue to bring value to your CPA relationships and IWS is one way we do that.
Over the next three months we’re going to take your understanding of the CPA’s world to another level. Opening your eyes to how helping your CPA partners build out their own in house wealth management firm can take the relationship and your production even higher.
At the beginning of this phase you’ll have a chance to attend a live IWS training with other high caliber advisors also at the same stage of growth in their CPA relationships. At the training we’ll outline how to take your existing relationships to this level, and if you are at a point where you are ready to graduate up into even bigger opportunities we’ll teach you our IWS CPA workshop, so that you can go back to your market and educate the CPAs where you live on the in’s and out’s of serving the true needs of their clients, positioning you as the expert.