Unique Platforms

The demand for Cutting-Edge Marketing is undeniable. ONE MARKETING CHANNEL remains a viable, cost-effective, efficient opportunity to create a pipeline of qualified prospects with a real opportunity to turn them into long-term, mutually beneficial clients: ALLIANCES!

CPA Direct helps financial professionals PARTNER with CPAs. As trusted Advisors, clients often look to their accountants for guidance and advice on a wide range of tax related and financial issues. But not all firms can offer a full solution to their clients, thus missing out on important business opportunities and a competitive edge. Designed to generate successful alliances between Advisors and CPAs, unlike other CPA marketing strategies out there, CPA Direct is unique in the industry in that dynamic solutions help financial and tax professionals focus on eliminating the volatile sales cycle that plagues the industry. COMMITMENT to our programs enables the financial professional to create opportunities to reach incredible levels of SUCCESS.

The Financial Services World is evolving...

This is a CLIENT ACQUISITION strategy, not an ordinary lead-generation program
Designed to BUILD your practice
Designed to PRODUCE millions in sales
Potential for HUGE COMMISSIONS at a low cost
Teaches you how Advisors and CPAs can EFFECTIVELY work together
Becomes more POWERFUL the more you become devoted to it
GROWS unencumbered by compliance and regulatory concerns
Changes the way you attract highly MOTIVATED and affluent prospects

What Advisors are Saying about CPA Direct...

“In this economic time, this couldn’t be more of a perfect strategy to work with CPAs and attorneys. I learned how to take what’s happening in the economy and harness that to really help people.”