Creating a Strategic Partnership for Practice Optimization and Affluent Client Acquisition & Retention
Next Level Programs
What is the CPA Fiduciary Alliance?
This Partnership is specifically designed for CPA Practices and Fiduciary Advisors who are dedicated to enhancing their levels of expertise and capabilities in order to provide their current and future clients with the most innovative and comprehensive financial services, thereby expanding their practice to include Tax and Risk Mitigation Strategies for High-Net-Worth individuals, Business Owners, and Real Estate Property Owners.
About Us
Vision Statement
Through education, thought leadership, and collaboration we provide our CPA Fiduciary Alliance partners the resources and support necessary to foster practice management, growth, and enhanced client value through back office support and a team of experts working together in the best interest of your clients.
Why Partner with the CPA Fiduciary Alliance?
Fiduciary Responsibility of CPAs and RIAs
Our financial services industry landscape is rapidly changing – with increased complexity in technology, tax legislation, and an over-abundance of information, the expertise necessary to properly address and service our clients’ evolving needs is continuously expanding.
As Fiduciaries, we are compelled to provide the best possible financial services and advice to our clients. We believe we have a duty to provide and deliver the most advanced financial planning and tax deferral strategies available. Through the CPA Fiduciary Alliance, our team of experts at Caitlin John Private Wealth Management are committed to ensuring you remain the most Trusted Advisor, maintaining the highest level of engagement with your current client base, while also positioning you to attract and retain NEW and Affluent clientele.
Our programs, partnerships, collateral and team of leading experts in the areas of 1031 Exchange transactions, qualified retirement plan implementation, and advanced insurance strategies will undoubtedly help provide the added value you require to remain highly relevant and competitive in the marketplace by meeting and exceeding the needs of your High Net Worth and Business clients and prospects. The game is changing. How will you adapt?
PARTNERSHIP BENEFITS
Trusted Advisor
Retain your existing clients by driving engagement and displaying superior capabilities and expertise
Differentiate Your Practice
Discover how these advanced planning strategies will differentiate you from your competitors and facilitate increased market share
Command Premium Fees
Empower your practice through more comprehensive and coordinated financial services to command higher fees in the marketplace
Boost Revenue
Learn about advanced techniques and solutions that you can increase revenue in your practice
Partnership Opportunities for CPAs
Become a Caitlin John Advisor
Are You Already an Advisor?
Not interested in being an IAR but still interested in partnership?
Align your practice with a Fiduciary Advisor
Our Capabilities
Conventional Accounting Services alone are no longer enough to become the trusted advisor your business and affluent clients are looking for. Let us show YOU how to add more value today!
Tax Deferral Techniques
Qualified Plans
Insurance Strategies
Become a Caitlin John Advisor
As one of the few true Fiduciaries in the financial services industry, CPAs are widely regarded as the foremost Trusted Advisor by the vast majority of retail clients. Clients turn to CPAs for much more than just accounting and tax advice, and often look to their CPA to provide guidance on their investments. However, CPAs are not able to receive separate compensation for any advice or recommendations they offer unless they are registered as an Investment Advisor Representative of a Registered Investment Advisor Firm. As a CPA your existing clients already consult you on financial and investment matters – becoming an IAR will help you both sharpen the financial expertise you provide AND allow you to earn additional compensation to do so. By becoming an IAR with Caitlin John, we take the complexity out of the compliance and registration process. You just need to pass your Series 65 Exam. We also will provide you with the education and support required for successfully managing the new Financial Planning and Investment Advisory side of your practice, as well as implementing various advanced planning techniques and Exclusive Programs beyond the capabilities of most RIAs.
Are You Already an Advisor?
Even if you already offer Financial Advisory Services, our team of experts can help add value to your client base and to your practice through our advanced planning techniques and strategies. Successfully implementing these complex concepts and strategies, from the beginning case design to the end execution of the transaction, requires a team of professionals with the necessary expertise, experience, and relationships – resources which undoubtedly require a substantial investment of time and money to gather and develop. We already have the team in place. We’ll partner with you to facilitate implementing these strategies for you clients and prospects, allowing you to be involved as much or as little as you’d like throughout the process, and split the compensation with you. It’s simple: we do the work, you get paid. All you have to do is make the client introduction.
Not interested in being an IAR but still interested in partnership?
As a Financial Advisor, in order to receive compensation for offering investment advice you must be registered as an Investment Advisor Representative of a Registered Investment Advisory Firm. This does involve extra layers of regulatory and registration compliance, which includes TIME that most CPAs do not have much of to spare, especially during busy season. But what if you could still increase your revenue and receive additional income by Partnering with CPA Fiduciary Alliance to help implement the various complex concepts and strategies for your clients? That is exactly what we can offer through the CPA Fiduciary Alliance. We’ll handle implementing the advanced planning solutions and executing any investment transactions, you simply bill US for your additional consulting time to complete and prepare any extra forms and/or disclosures associated with these strategies on your Client(s) tax return.
Align your practice with a Fiduciary Advisor
Perhaps the Financial Advisory path is not for you. We understand the demands of managing a CPA practice is challenging and time-consuming enough on its own, and you may prefer to stick to your area expertise. However, there is still a massive opportunity to add value to Your Practice and to Your Clients by partnering with a Fiduciary Advisor you can trust. Are you confident that your Clients are receiving the optimal financial planning advice, with someone quarterbacking the multiple facets of a wholistic plan and ensuring they is all in alignment? Perhaps you are the one facilitating this oversight – is your client’s Financial Advisor a true Fiduciary, acting in their best interest at all times and maximizing their investment strategies and retirement planning? Perhaps its time you provided your clients with a better Financial Advisor. We help connect you with Fiduciary Advisors of Caitlin John Private Wealth Management, with branch offices across several states.
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Learn how our team of experts can provide a seamless partnership and full suite of financial services to your client base, while letting YOU be seen as their Trusted Advisor – offering a coordinated and comprehensive approach to their entire financial blueprint.
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