Ƶapp Planning Partners℠
A Tax-Focused Employee-Based RIA
Our turnkey model provides CPA firms with comprehensive, tax-focused financial planning and wealth management by partnering your firm with Ƶapp Planning Partners advisors, subject-matter experts and support staff who are our full-time employees. Plus, they’re backed by the resources, knowledge and experience of our national firm, which has exclusively served CPA firms for nearly 30 years.
Ƶapp Planning Partners was born from a CPA firm, and because working with CPA firms is all we do, we know how to structure relationships to help ensure the accounting firm’s culture, people and processes are aligned to deliver the best possible financial planning and advisory services to your firm’s individual and small-business clients.
Differentiating Yourself with Upscaled Service
Clients want to know they can turn to one professional for all their financial needs — including tax, accounting and comprehensive wealth management services. That’s why a tax professional who also offers financial planning services can be high on the list of “must-haves” when hiring a tax or accounting firm. Imagine the financial confidence you can foster when your clients meet with you and your Ƶapp team to review a customized plan designed to protect and build their wealth.
What You Do
Offer clients a seamless financial planning experience with you at the forefront. We provide the financial planning, practice management, support and resources needed to add wealth management as a core offering of your firm with less of a time commitment than doing it on your own.
You provide leadership, accountability and tax-planning advice to better serve clients while the Ƶapp Planning Partners team handles the wealth management business.
What We Offer
Ƶapp Planning Partners recruits and builds relationships with CPA firms that desire to provide their clients with tax-advantaged wealth management solutions and financial plans but prefer to outsource that service to a trusted partner.
The Ƶapp Planning Partner turnkey program provides:
- A salaried, employed Financial Planning Consultant to work with you and your clients on their financial needs.
- A financial planner who focuses on building best-in-class financial plans.
- A client development specialist who helps your team prospect and turn leads into opportunities.
- A firm relationship manager who will provide best practices and guidance to help your firm be successful.
- Assistance with paperwork, Compliance, marketing and more.
The Benefits You
Can Expect
You can provide your clients with tax-intelligent financial strategies to protect and grow their wealth. You can deepen existing relationships while adding a consistent, new revenue stream. Finally, you can offer holistic tax and financial planning services from your office instead of referring clients to a financial advisor who isn't a trusted partner.
The Opportunity to Reimagine Your Practice
With the potential for more revenue and better client retention comes the ability to transform your practice to meet your personal and professional goals. Whether it’s increasing marketing, expanding your office or team or improving your work/life balance, more resources can make all the difference.
Cultivating a Smaller
Client Base
With more potential revenue per client, some CPAs opt to transform their practice with a smaller, more engaged client base. With fewer clients, you can move your practice away from grueling tax seasons and focus more on in-depth, year-round strategies that include comprehensive planning.
Why you should get started with APP
Holistic financial planning is the core offering of Ƶapp Planning Partners. In-house Financial Professionals provide guidance in asset management, retirement planning, advanced planning (including business succession planning, estate planning and more), strategic tax and income planning and insurance.
With the Ƶapp Planning Partners model, we do the heavy lifting with a simplified solution and robust licensing support to get you started. Our unique approach requires just one person at your firm to pass the FINRA Series 65 exam or obtain the Personal Financial Specialist (PFS) designation to meet state requirements for fee-sharing.
Ready to Start the Conversation?
Talk with an Ƶapp Business Development Consultant at 800.742.7950 today and learn how financial planning and wealth management services can add value for your clients and your practice.
Let's Connect