Bring unprecedented value to CPA firms and help them identify the key clients for wealth management solutions

Wealthmetrics' essential guide to partnering with CPA Firms details the opportunity for you to bring your expertise and add value to CPA's clients who may be in need of financial, retirement or wealth transfer planning. 

Download the eBook and learn to:

  • Better identify and approach potential CPA firms to provide wealth management solutions

  • Position yourself as a service-oriented expert for insurance, estate planning, financial planning, retirement planning, and wealth transfer

  • Easily demonstrate how your partnership will provide deeper insights into the financial needs within their client base and create additional revenue by offering wealth management services

  • Facilitate a productive conversation resulting in an "inked" partnership