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Managed Money
The differentiation
between CPAs and Financial Advisors is becoming less and
less distinct.
Clients are
searching more and more for an Advisor who can provide
ALL of their financial needs, including: taxes, money
management, mortgages, life insurance, estate planning,
trust services and more. The Advisor of the future will
be the one who can offer the most comprehensive services
to his clients. The benefits to you include:
ü
Increased
Client Satisfaction
ü
Increased
Revenue
ü
Increased
Personal Satisfaction
A recent study by Tiburon
Strategic Advisors was given to over 800 tax
professionals (CPAs, EAs, etc) to assess the impact of
adding financial planning to a tax practice. Some of
the results included:
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“Tax
professionals who earn revenues from financial planning
earn substantially higher overall revenues ($273,000 vs
$193,000) then those who do not offer financial
planning.”
Ø
“The
average tax professional has 560 tax clients and
converts 25% of them to investment clients.”
Ø
“The
average tax professional generates $408 in financial
planning revenue per financial planning client.”
Ø
“Therefore, the average tax professional could create an
additional $57,120 per year in revenues by offering
investments to only 25% of his or her client base.”
UBA’s strategic
alliance with SummitAlliance Investment Group
(SIG) makes it easy for you to offer a leading
edge money management program to your clients.
SIG is an independent investment advisory and
research firm that provides outsourced
comprehensive investment management solutions
nationwide through an extensive network of
financial advisors via a robust, web-based managed
money platform that is open-architecture and
product-neutral. (http://www.sigcm.com)
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Click
here to download an Information
Packet on the UBA/SIG managed money
program.
The only
thing that you have to decide is if you
would like to receive compensation for (1)
managing your client’s money through the UBA/SIG
managed money program or (2) referring
clients to a qualified Financial Advisor
within the UBA/SIG network.
(1)
Click
here
if you are interested in managing your
client’s money through the UBA/SIG managed
money program.
(2)
Click
here
if you are interested in becoming registered
to offer fee-based services to your clients
through the UBA/SIG managed money platform
offering.
(3)
Click
here
if you are interested in referring clients
to a qualified Financial Advisor in the UBA/SIG
network. |
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