FSP Members: CPA Alliances

PrintTax season is over. Now is the time to ally with CPAs.


We position our clients as owners or representatives of financial services firms who can help CPAs to better service their clients by providing additional expertise and resources in the areas of executive benefits, estate planning, and succession planning for business owners and high-net-worth individuals. This approach combined with our proven appointment setting methodology—that has our clients rating 83 percent of appointments as qualified or highly qualified—benefits your business by providing you with:

  • Qualified and verified face-to-face meetings with CPAs who are seeking partnerships with experienced financial services professionals
  • Meetings with CPAs wanting to better serve their clients while also increasing their revenues by providing insurance/financial services to their clients
  • Partnerships/alliances with CPAs to provide a pipeline of highly qualified referrals and the opportunity for high-growth revenue streams

This powerful new business engine can help you to build a highly profitable pipeline for referrals and sales. And our appointment setting program will jumpstart it for you.

Connect with us or contact John Pojeta, our VP of Business Development, to discuss how our CPA Alliances Program can benefit your business.