Strategic Alliances Enhance your Practice
Talk to Tandem Head Consulting LLC today about our Professional Alliance Network that matches Financial Service Organizations across multiple disciplines to create a dynamic and mutually beneficial partnership that builds trust through transparency. Our program will drive growth and collaboration with turnkey solutions that do not disrupt your core business.
Smart Alliance Partners
Creating Partnerships between Financial Representatives and Accounting & Tax Professionals
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 moving into the CPA and bookkeeping spaces all the time, a reactive
business model isn’t enough.
As a trusted resource, your input in all client decisions is integral to their overall financial well-being. Your alliance with us will only strengthen that relationship.
Your alignment with Smart Alliance will provide access to advice on many additional products and services, including:
Retirement Accounts (IRA, SAR/SEP, etc.)
Life Insurance and Key Man Insurance for Businesses
529 Products and College Planning
Mutual Funds and Brokerage Accounts
Smart Alliance allows you to retain your independence and focus on your core business, while
allowing your clients to access the extensive financial services that we have available. You will maintain full control of your client relationships, and continue to be the trusted, objective counselor to your clients.
You can add an entire team of experts to your staff without adding any new costs. A team of experts, available at any time, to help solve your client’s most difficult financial problems. In fact, this alliance program provides you with the ability to diversify, and significantly increase, your revenue stream, and includes multiple flexible option for you to partner with Smart Alliance.
ONLY REGISTERED REPRESENTATIVES THAT PASS OUR DUE DILIGENCE PROCESS WILL BE ALLOWED TO ENTER THE PROGRAM