Andree Mohr, President of Integrated Partners, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how advisors can grow their business by partnering with CPA firms.
Integrated Partners is an RIA that helps advisors grow their business by partnering with CPA firms. Integrated Partners works with over 200 advisors and CPA firms.
When CPA firms are given a revenue share of client referrals, advisors get access to the right types of potential clients. Referrals to complex, high-net-worth clients can quickly scale the advisor’s business. When advisors and accountants align to provide proactive advice, their shared clients receive greater value.
Integrated Partners creates a wealth management entity for each advisor/CPA alliance to co-market under a shared brand. The firm is looking for growth-minded CPAs with access to the right types of clients. These partnerships are ideal for CPAs moving from the role of a preparer towards a planner but may have difficulty finding the time to scale the planning side of their business.
In addition to fostering the advisor/CPA alliances, Integrated Partners offers technology that reduces the mundane tasks of running an advisory business. By offloading those tasks onto the Integrated Partners platform, advisors can focus their time on what matters to their practice, their clients, and prospects.
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