The Perfect Team: Financial Advisors and CPAs

This week, Joe discusses the benefits of forming mutually beneficial relationships with Certified Public Accountants (CPAs). Smart advisors know that CPAs can add value to their practice, both by providing tax advice and by referring clients who need financial plans.

Being unable to provide tax advice should not stop you from helping your clients build a tax-efficient retirement plan. Enable clients to make good decisions by building relationships with qualified tax professionals using our free CPA introduction letter template.

CPA partnership vlog

FinPlan Fridays

In our video blog series, FinPlan Fridays, Covisum® Founder and President, Joe Elsasser, CFP®, offers his take on the issues financial advisors see every day. Joe is a practicing financial planner with a unique perspective into the challenges for which Covisum provides technology solutions. Join us on the first Friday of every month for FinPlan Fridays, and get helpful tips to grow your financial planning practice. 

FREE CPA Intro Letter