“Are We There Yet?” Is your advisor revenue where you want it to be?
Expand your services and your income by partnering with a highly successful Avantax Advisor, Paul Carpenter, CPA/PFS, CFP of Paul Carpenter Capital Advisors.
With locations in Western PA and Charlotte, NC, Paul is one of the most successful Advisors in our network, and since joining Avantax (formerly HD Vest) in 1989 has built his business by integrating many tax professionals like you into his growth model.
“Are We There Yet?” is a sales and marketing system for connecting with people who are serious about planning for retirement and their family’s financial future. Using the metaphor of traveling the road to retirement, Paul helps individuals develop his or her own Money Action Plan (MAP). The objective of the MAP is to successfully reach the Eight Financial. Paul’s approach is to use only easy to understand language. He utilizes stories and straight talk.
Investors appreciate the jargon-free, easy to comprehend way that Paul works with them. Together, Paul and the advisor partners join together on behalf of the client to form an unbeatable team. This partnership provides confidence and security for the investor. It is truly a win-win-win situation.
Paul’s growing network of referring advisors can attest to the fact that Paul and his team are steadfast in their belief that your clients remain just that: your clients. How you and your clients may both benefit is in the opportunity to work with proven experts who have been in your shoes and are eager to share their knowledge about how they’ve integrated financial services alongside their tax practice.
Paul would welcome a chance to personally speak with you and explore the opportunity to grow your own revenue, and provide financial services to your clients in a broader more holistic fashion. Rest assured, all communications are confidential and your clients will always be your clients.