Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
We partner with CPAs, tax firms, group benefit agencies, independent property and casualty agencies, and other companies to formalize a relationship that helps both of our organizations grow and better serve our clients.
Though it can often begin as a simple referral-sharing relationship, true trusted business alliances do much more than share leads—they partner with, support and complement each other—all to the significant benefit to the client.
The Seamless Path to Full-ServiceAt the heart of the Trusted Business Alliance Program is the easiest path to offering the complete breadth of financial planning services to your existing roster of service offerings. Your clients receive all of the guidance they need "under one roof," never having to look elsewhere for complementary financial guidance ever again.
Watch this video to better understand the opportunity to grow your firm and strengthen your client relationships:
Contact us to schedule an introductory conversation with Jeffrey Manzella, Executive Director of Financial Planning.
Click below to glean additional insights on how our firm partners with firms like yours to market the firm and grow the business:
Is "doing more with less" the new reality?
Competing against the big players? Beat them at your own game!