PARTNERSHIP OPTIONS
Joint Marketing
For CPAs who prefer not to pursue licensing or receive fees and commissions, joint marketing offers a way to stay competitive and provide additional value to your clients. By partnering with a trusted financial professional, you can strengthen client relationships while offering enhanced services without compensation.
Our CPA program supports joint marketing with:
- Consultative Services
- Technical Assistance
- Product & Design Services
- Continuing Education Seminars
- Technical Reference Guides
- Advisor Planning Concepts
- Co-sponsored Seminars
This approach allows you to meet your clients’ financial needs and remain a valuable resource in their decision-making process without requiring licensing.
Strategic Alliances
Referral for Fees
By establishing a relationship with an experienced insurance professional, you can ensure your clients receive expert guidance while retaining control of follow-through. Your clients benefit from working with a trusted partner, and you can receive referral compensation for connecting them with reliable services.
Our CPA program supports strategic alliances with:
- Target Marketing Programs
- Referral Fees
- Marketing Support
- Consultative Services
- Technical Assistance
- Product & Design Services
- Continuing Education Seminars
- Technical Reference Guides
- Advisor Planning Concepts
- Co-sponsored Seminars
This arrangement ensures both your clients and your practice benefit from the added value and trust created through strategic partnerships.
Joint Venture
Commissions
If you’re interested in expanding your practice to integrate tax strategies with financial planning, our joint venture option may be ideal. This partnership model allows you to directly offer financial products and services, enhancing your practice and creating additional revenue streams.
Through joint ventures, Fortunata Agency provides:
- Training & Support
- Target Marketing Programs
- Revenue-Sharing Arrangements*
- Compliance & Licensing
- Marketing Support
- Consultative Services
- Technical Assistance
- Product & Design Services
- Continuing Education Seminars
- Technical Reference Guides
- Advisor Planning Concepts
*Revenue-sharing arrangements are designed to maximize your earning potential while maintaining compliance and delivering exceptional value to your clients.
CONTACT US TODAY FOR MORE INFORMATION
At Fortunata Agency, we’re committed to helping you choose the partnership model that aligns with your goals. Together, we can enhance your practice, better serve your clients, and secure a brighter future for your business.