When I joined the CPAlliance® as the Assistant Director in 2022, my search for a company whose values aligned with my own was finally over. I found a one-of-a-kind program that is more than just a turnkey asset management program (TAMP), but rather a community of like-minded CPA Financial Planners (members) committed to helping their clients achieve financial independence. Our role at CPAlliance® is to serve our members and cultivate a supportive community that promotes connectivity, growth, and ongoing learning and development.
How do we do this? CPAlliance® members have access to a wide range of benefits aimed at helping them manage a busy practice, including exclusive networking events, specialized training programs, and much more. Ready to dive into what we have to offer?
First and foremost, CPAlliance® believes in the value of building strong connections and valuable relationships, which lend to the success of our members. We offer opportunities to connect on a daily, weekly, monthly, and annual basis. Each day starts with the "Morning Flash" email, giving you an overview of the markets for the day and any important economic updates. We also share weekly newsletters and host monthly meetings to discuss relevant industry topics, strategic planning, and new ideas and initiatives for their practices.
In addition, our specialized events, like our Executive Roundtable and Winter Retreat, are always something our members look forward to! This past Winter Retreat was one for the books. We arrived in New York City and kicked off our time there with enlightening presentations by renowned Fidelity speakers Brad Pineualt & Danielle Kelley, who provided valuable insights on the state of the markets and the benefits of charitable giving. We then had a New York Stock Exchange Historian present on the history of the NYSE, followed by an exclusive tour of the Floor to witness the closing of the Bell! As the Bell rang, the room was filled with an electric and palpable energy. It was truly a unique experience, and sharing it with our CPAlliance® members made it all the more incredible.
If you're thinking, "I want to do that!" then just wait until you hear about the CPAlliance® Executive Roundtable! In next month's blog, we'll take a deep dive into what makes the Roundtable the event of the year for our CPAlliance members!
Business Support
We understand the challenges of running a CPA Financial Planning practice. Our role as a TAMP is to provide on-demand business development and practice management support tailored to meet the unique needs of our members. CPAlliance® offers not only technological infrastructure but also strategic guidance on how to seamlessly integrate financial planning services into members' busy CPA practices. From new member business development and one-on-one coaching, administrative staff support groups, and ongoing specialized training, CPAlliance® equips members with the tools, knowledge, and resources needed to thrive in an ever-evolving industry.
Ongoing Learning and Development
CPA Financial Planners know that continuous learning is not only a required fiduciary obligation but crucial for professional growth and relevance. At CPAlliance®, we wholeheartedly value continued education and staying on top of innovations and industry trends, which is why we prioritize ongoing learning opportunities for our members. Through weekly market updates, monthly training sessions, and immersive experiences like the Annual Executive Roundtable and the Winter Retreat, we equip our members with the knowledge they need to provide the best services for their clients and grow their thriving practices. Our commitment to continuous learning creates a culture of excellence and innovation, empowering members with insights and skills to navigate complex financial landscapes.
Expertise and Support Infrastructure
Last but not least, we make sure firms are not going at this alone. Member firms are backed by a team of highly credentialed and experienced staff. With a legacy spanning more than 25 years as CPA Financial Planners, CPAlliance® boasts a team of seasoned professionals dedicated to supporting our members' success. From the insightful guidance and dedication of our investment team, diligent assistance of our service support staff, and visionary leadership, CPAlliance® offers members exclusive access to expertise, mentorship, and strategic counsel.
If you would like to learn more about how you can become a CPAlliance® member and enjoy the numerous benefits we have to offer, visit CPAlliance.com or contact me, CPAlliance® Assistant Director Rachael Saviñon, at RSavinon@CPAlliance.com.
Rachael A. Saviñon
CPAlliance® Assistant Director