CPA Leads/Acquisition
Are you looking for an effective way to get more leads for your Financial Services practice? Partner with a CPA and share in referrals. With so many Financial Advisors and CPA’s partnering and Aligning these days it only makes sense to jump on the bandwagon. ARS can help open the door of communication between you and local CPA’s. We will reach out to the local CPA’s and gauge their level of interest in learning more about the benefits of partnering with a Financial Advisor. We will prescreen them and schedule a time for you to speak with them directly.
Looking to Acquire a CPA practice? We can help you with that too. Over the years we have helped several Financial Services Practices purchase CPA firms to grow and add value to their Wealth Management practices. If you want to do the same give Dana a call and she can explain the Recruiting process in detail.