Dedicated Support

No matter where you are, your dedicated Regional Planning Specialist is out in the field and ready to work with you.

Overview

We can make your practice’s growth not only achievable, but also manageable—while ensuring that your business is structured and positioned for maximum value and transferability. We know it takes an outstanding amount of dedication and time to ensure both your tax practice and your financial services practice are successful.

Our team will give you access to all the strategies, solutions, training and support that you need to grow your practice. Your designated Regional and Internal Planning Specialists provide you with help to run your practice more efficiently, navigate product offerings, and deliver client support through one-on-one consultations.

Climb with Us to Reach New Heights

Climb with Us to Reach New Heights

Consult

We guide you in setting up repeatable processes to create time efficiencies needed to help grow your financial services committed to delivering the ideas that help you solve problems, share ideas with your peers, and further your tax practice.

Lead

Our leadership is committed to delivering the ideas that help you solve problems, share ideas with your peers, and further your tax practice.

Innovate

We assist in creating strategic marketing plans based on your business goals, target niche and unique value proposition.

Mentor

We consult with our advisors in the field, with an average of 50 one-on-one meetings per month.

Build

We train you on our custom business analytics tools to monitor and elevate current business or support acquisitions of other CPA practices.

We've Got You Covered

No matter where you are, your dedicated Regional Planning Specialist is out in the field and ready to help.

Your Customized Transition

From the moment you decide to join us and each day after, we provide you with a level of service that reinforces the wisdom of your choice. We customize our transition process around you and your clients, with a focus on minimizing, if not eliminating, any disruption to your business. Our 90-in-90 Transition Plan focuses on transferring 90% of your accounts in 90 days with minimal disruption and stress.

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Operations Support and the Resource Center

An effective mix of industry-experienced professionals and technology, our online resources enable services 24 hours a day, seven days a week so you can streamline your trade processing, clearing, and record keeping and deliver accurate and timely client statements. Our Resource Center can answer most of your questions immediately, taking ownership of any concerns you have until a resolution is reached. In addition to general questions, our Resource Center handles commission inquiries, technology questions, status updates, and escalated operational issues.

Technology

SmartWorks®, our fully integrated, online technology hub and advisor workstation, is a one-stop shop for everything you need to manage your business. It allows you to access accounts, place trades, retrieve client notes, view current account data, access market intelligence, and review performance through multilevel reporting capabilities.