Growth Strategies

Improve the tax season experience for your clients by aligning planning and tax preparation through a stronger collaboration with a CPA.

At some point, every advisor runs into a situation that crosses into tax territory. A business sale. A big liquidity event. A client income picture that keeps changing year to year. You can clearly see the investment strategy. But the tax side is layered and nuanced. That’s where a strong CPA relationship can make a real difference.

You don’t need to be a tax expert. In fact, trying to be a “jack of all trades” can introduce risk and dilute your value. Clients don’t expect you to do everything, but they do expect you to build the right team around them.

A CPA advisory collaboration brings investment strategy and tax planning together in a way that feels more complete, more thoughtful, and more aligned to the client’s full financial picture.

In today’s competitive financial advisory market, offering strong investment strategies alone may not be enough to differentiate your practice. Employers are increasingly seeking advisors who offer holistic retirement plan solutions—plans that not only manage assets but also enhance employee engagement and encourage healthier financial habits.

Pooled employer plans (PEPs) are a type of retirement plan designed specifically to eliminate some of the barriers that have traditionally kept smaller businesses from offering a retirement savings plan, and make it easier for more Americans to participate in an employer sponsored retirement plan. 

Recent changes in the nonqualified deferred compensation (NQDC) plan landscape present new opportunities for employers. Tap into the latest trends—and use them to your advantage.

Discover the untapped potential of small business retirement plans and learn how these plans can expand your advisory practice to drive growth.

Discover how Corporate-Owned Life Insurance (COLI) can enhance nonqualified deferred compensation plans. Learn how COLI offers tax advantages, reduces plan costs, and supports long-term financial security for your clients. 

Help clients maximize the effectiveness of their bank-owned life insurance (BOLI) programs with these six best practices. Learn how to structure a BOLI program, understand regulatory and tax rules, review due diligence procedures, verify credit quality, monitor market conditions, and find a comprehensive provider.

Join the Elite Advisor program to enhance your advisory practice and reward your commitment to quality, transparency, and service excellence. This exclusive program offers advanced support, dedicated service, and unique opportunities to help you scale your business, position yourself as an expert, and grow your client base. 

Explore the concept of "getting there" both personally and professionally, and how it aligns with helping clients achieve their retirement goals. 
 
Our Advisor Stories series showcases real-world insights and strategies from successful advisors.

Learn how partnering with the right service provider can provide the expertise needed to grow your advisory practice.

Our Advisor Stories series showcases real-world insights and strategies from successful advisors.

Leverage advanced technology, expert insights, and comprehensive plan solutions to drive efficiency, improve outcomes, and amplify your retirement practice with Ascensus.

Enhance your advisory practice with the Elite Advisor program, offering exceptional support, advanced tools, and expanded opportunities to drive growth and client satisfaction. 

Address common employer concerns about starting a retirement plan and learn solutions to overcome them. 

With high interest rates persisting over the past few years, it's crucial for advisors to review and enhance clients' Bank-Owned Life Insurance (BOLI) policies to improve performance, credit, and risk-weight characteristics. Learn two proven strategies to help your clients optimize their BOLI portfolios.

Discover how integrating retirement plans into your practice can enhance client relationships, capitalize on growing demand, and protect your business from competitors

Your growing retirement plan business requires actionable insights to inform client meetings, drive strategy, and demonstrate value to your clients. Explore the benefits of becoming an Elite Advisor—access a holistic view of your business, complete with analytics and recommendations for improved results.

Learn how BOLI programs can help clients offset employee benefit expenses, achieve higher returns, and improve credit characteristics, and discover how partnering with an expert in institutional insurances can help you navigate the complexities of BOLI while growing your long-term, sustainable revenue.

Scale your retirement plan business efficiently by recommending pooled employer plans (PEPs) to clients, leveraging economies of scale and simplified administration.

For financial advisors, recommending sophisticated retirement plans beyond the standard 401(k) can unlock significant growth for your practice and provide superior value to your clients.

Proactively recommending options beyond the 401(k) helps you build stronger, long-term client relationships and defend against competitors. This guide explores four powerful retirement plan solutions to expand the possibilities for your small business clients.

Expand your advisory practice by integrating retirement plans, leveraging the SECURE 2.0 Act and state mandates to meet growing demand and enhance client relationships.