You’ve spent hard-earned marketing dollars to bring in a new client. After several meetings, you feel confident that you’ve built a sensible, effective plan based upon their financial goals and risk tolerance. What’s more, your plan delivers much-needed relief to your client’s tax situation, relief that your client had wanted and needed.

Have you ever had that client come back to you with a new plan, a plan that has been altered or sabotaged after your client received conflicting advice from a CPA or tax preparer?

We have the solution. Plug into the SoundTax Network! You, as a financial advisor or planner, should control the tax consequences of your plan. But it’s not that simple. Many advisors have tried to network with a CPA or tax preparer in their area. It’s not easy, and it could take years before a productive relationship is established. If you’re like most Producers, you’ve found that although there are many good CPAs and tax preparers out there, there aren’t too many who are keen on networking with another financial advisor. Let’s face it: some of us are great networkers, but many of us are not.

See the Solution