As an accountant you have spent years building and maintaining relationships with your clients and communities. Since your clients have a need for the products that you refer out to other professionals like yourself, such as 401 k rollovers, SEP IRA contributions, IRA contributions, and other Insurances. It is time to keep that additional revenue with your practice.
With our Partnership Platform it allows you to seamlessly build a Life, Health and Retirement division with no added expense or training required. By plugging into Back Office Advisory Desk platform and white-labeling our process(as your own) you will instantly be able to help your existing and future clients with all of their Insurance needs.
Since our process is a process of true partnership, we will spend the time to figure out what product lines best fit your practice, while implementing strategies and marketing plans to make sure that you see an increase in your firms bottom-line. Not only will you see that, but you will also be able to make sure that your clients are receiving the best no-biased opinion to help them with their future goals. All of this without having to get someone else that is not associated with you involved.
Since you have spent the time, energy and money to acquire your Loyal Client base, let’s make sure you have the ability to fully maximize your opportunity with them
Contact Back Office Advisory Desk now to Learn more