The Tandem Head Smart Alliance Program has been designed to bring together registered representatives with other financial professionals including accountants, bookkeepers and attorneys.
The Program is designed to incentivize collaboration and provide a foundation of trust built on transparency.
Turbocharge your business with actionable information on potential Alliance Partners, and a technology backbone to serve as the foundation of your relationships. Tandem Head Smart Alliance facilitates these relationships by identifying the most constructive relationship targets and enabling client sharing in a proactive team-based environment with your chosen Alliance Partners. Let Smart Alliance match you with the perfect partners to become your Trusted Centers of Influence for years to come, and enhance the Value Proposition of your Agency.
Signing up as a Smart Alliance Partner will increase the services and solutions available to you and your clients. By partnering with Tandem Head Smart Alliance, you have the opportunity to proactively respond to client needs, and offer them a consolidated forum to address any and all needs contingencies before they even occur. In today’s fast-paced environment, and with additional competition , a reactive business model isn’t enough. Smart Alliance can provide your clients with the collaborative, proactive services they deserve.