Integrated Partners The Northeast Planning Integrated Partners system for working with CPAs is excellent... - Christian Beliveau, Financial Planner  more testimonials
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The Market Potential is Great!

  • There are more than 450,000 CPAs in the US
  • Approximately 75%, or 340,000, are members of the AICPA
  • Over 131,000 CPAs work in public practice
  • Approximately 8,000 belong in the AICPA Personal Financial Planning Division
  • Another 2,600 have earned the title Professional Financial Specialist (PFS), and the number signing up to receive this certification has doubled in just the past two years.
  • Approximately 5,800 are Certified Financial Planners (CFP)
  • With the current changes in the regulatory climate expected to continue, this number will likely grow in the coming years.

This enormous untapped market gives you a long list of qualified prospects! These CPAs are actively looking for ways to increase their offerings in a fiercely competitive and constantly changing marketplace. By offering these professionals the partnership solution they need to fully service their clients, you greatly increase your revenue potential! For every $1,000,000 charged in fees by the CPA, there is estimated to be $100,000,000 in assets available for investment.

This opportunity is too good to ignore!

 










A proven system that provides you with the specialized knowledge and insights you need to partner with CPA’s and grow your practice.

For professional use only, not for use by general public.