As Certified Public Accountants and real estate agents, you are key allies in your client’s financial endeavors. So Capital Investment Counsel has created two unique, mutually beneficial programs to help you provide greater financial services and support to your clients - as well as extend and enhance your practice or business in the process.
CPA Alliance
The bullish investment markets of the 1990s have made many people wealthier than they ever thought possible. As market volatility has increased, they recognize professional investment management can help preserve their nest egg. Often, they turn to their most trusted and perhaps only financial advisor - their CPA. But without required securities licenses, a CPA cannot legally provide assistance.
By forming a strategic alliance with Capital Investment Counsel, CPAs can offer clients access to quality investment management without having to obtain licensing. We provide the investment services and through a sharing of fees, create new revenue streams for your practice. You remain your client’s single source of trusted financial advice without sacrificing your objectivity, confidentiality and integrity.
Learn more about our CPA Alliance program. Call today for more information.
* CPA Alliance program only available to Certified Public Accountants in Colorado
Real Estate Alliance
No matter the state of the economy, there is always money being generated through real estate sales. Perhaps an investment property has appreciated and its owner wants to diversify. Or empty nesters want to downsize from a large family home and invest the proceeds. Maybe someone who has inherited property simply wants to sell it and put the money to work in other ways.
By forming a strategic alliance with Capital Investment Counsel, real estate agents can offer clients another valuable service: a referral to a trustworthy wealth manager. This not only strengthens your relationship and keeps the door open for future business, but also provides you with new opportunities for increased revenue through a unique fee-sharing arrangement where you receive a portion our fees for providing wealth management services.
Call today to learn how you and your clients can benefit from our Real Estate Alliance program.
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