A Collaborative Approach Matters
This unique CPA Referral Program™ was created to provide comprehensive advice to clients.
At Strittmatter Wealth Management Group, we believe that great advice starts with a dedication to knowing our client’s overall financial situation.
By working with you as a team for the benefit of our mutual clients, we will be better informed about their financial lives. This process will involve open lines of communication about the client and their financial situation, joint meetings when necessary, and a collaborative approach to financial advice.
This will equip all of us with the best solutions to assist the client in achieving their financial goals. Our partnership will provide our clients with a unique client experience unmatched in the financial industry.
How Our Referral Program Works
Step 1
Tax professional to introduce client to SWMG.
Step 2
Client to initiate financial planning process.
Step 3
SWMG prepares financial plan and investment recommendation with tax professional.
Step 4
Client presented with plan options.
Step 5
Tax professional receives compensation based on implementation of asset recommendations.
Step 6
SWMG and professional collaborate; provide ongoing advice to clients for years to come.
“The Collaborative Approach CPA Referral Program™ was created as a professional partnership to provide the best comprehensive financial advice to your clients.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
Chief Executive Officer and Chief Investment Officer
Benefits for Your Clients
Partnering with Strittmatter Wealth Management Group gives your clients added benefits that will help them pursue their financial goals. Our partnership can provide your clients with invaluable tools such as unbiased financial advice, asset management, retirement planning, financial planning, and educational opportunities.
Advantages for the Client:
- Unbiased Financial Advice
- Asset Management
- Comprehensive Financial Planning
- Social Security Optimization
- Trusts and Succession Planning
- Educational Opportunities
Benefits for You
Partnering with us could give your firm the advantage of a peer-to-peer collaboration on business development and monetary revenue. Your firm may benefit from more billable hours, more quality referrals, and revenue sharing. On top of the added monetary gain, you will also benefit from the sharing of ideas, procedures, and systems which could in turn increase the efficiency of your firm.
Advantages for the PROFESSIONAL:
- Business Development
- New Client Acquisition
- Client Management Software
- Marketing Strategies
- Succession Plan/Exit Strategy
- Human Resources Strategies
- Recruiting Strategies
- Revenue Sharing
Your Revenue Projection
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Start Growing Your Revenue Today
Get in touch for more details! A qualified team member will be in touch within 24 business hours to answer your questions.