CPA Strategic Alliance

A strategic alliance with a CPA provides potential benefits

NetworkingFor an advisor looking to develop their business, nothing is more effective than networking and creating partnerships with other professionals. At GVA, we feel that a strategic alliance with a CPA provides the greatest potential benefit to an advisor looking to expand their client portfolio.

GVA has extensive experience setting up strategic alliance programs and partner Ryan C. Todd, CPA can provide a road map to creating a successful CPA strategic alliance. Ryan and his eventual partner, Michael J. Dedda, ChFC originally started as a CPA strategic alliance.

In addition to the one-on-one services offered by GVA, we have built a portfolio of successful marketing materials and agreements that is available to our advisors.

Great Valley Advisor Group and LPL do not provide tax advice or services. Please consult your tax advisor regarding your specific situation. You are under no obligation to use the services of CPA Strategic Alliance and may choose any qualified professional to provide CPA services.

Cross Platform Program

Sharing of commissions/fees with banks is legally permissible, and if you have not considered setting up this relationship, there is no better time than now.

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