CPA Alliance Program
Our Alliance Program allows us to form strategic alliances with attorneys, CPAs and other professionals and institutions. As a professional you are constantly seeking ways to help grow your business, add value to your current client relationships, and generate additional revenue. Your clients are looking for ways to simplify their lives, including establishing effective approaches and strategies to reach their investment goals. As your clients’ most trusted advisor, there is no individual more appropriately suited to assist with this critical need.
By forming a strategic partnership with Wealth Management Services, you can take a practical approach towards enhancing the services that you provide to your existing clients, attract new business, and increase revenue. When you ask your clients about their investments, or you recognize their need for professional advice, you can take a more active role in the process.
As a partner in our alliance program you are able to provide your clients with a complete and diverse range of financial services – without the added burden of managing client investments on a full-time basis. This arrangement adds tangible, long-term value to your business by creating an income stream and strengthening your relationship with their clients.
The LPL Financial Professional Advisors Alliance Program represents a menu of programs designed for the LPL Investment Advisor Representative, their professional alliances and the clients they both serve.