Financial Advisor/CPA Referral Program
Help your clients and support your business with High Echelon’s Referral Program for Financial Advisors & Planners.
Financial Advisor/CPA Referral Program
Help your clients and support your business with High Echelon’s Referral Program for Financial Advisors & Planners.
Being a Trusted Advisor Means Connecting Clients to Experts
A core component of success for anyone in a consultative/advisory role is connecting clients with other trusted partners they need on their pathway to success.
How It Works
We work together in three main ways:
Affiliate/Commission: For every qualified client you refer to us, you earn a percentage of all recurring revenue billed to them.
Referrals From Us: Clients reach out to us looking for an advisor. Let us refer them to you!
Cobranded Marketing/Sales Campaigns: We can work together to do email, event, and webinar-based campaigns to our combined customer lists for cross-selling opportunities.
How To Get Started
We would love to discuss if this would be a good fit for your clients and ours! Please schedule an introductory call with us, so we can get a chance to meet one another and learn about the mutual opportunity to partner together.
Our Clients Say It Best
This is a high-quality, local Atlanta CPA that provides great service. The principals have been advising us and preparing tax returns for years. They have my complete endorsement. Before starting my own companies, I was a CPA with a major firm. I feel very qualified to evaluate them.
Who We Are
CPA Michelle Frank founded High Echelon to help small businesses simplify and streamline their finances so they can focus on growth and success. Accounting doesn’t need to be complicated we make it easy.
Read Our StoryGet a Free Consultation
Work smarter, not harder. Get started with High Echelon, a top small business CPA firm serving the greater Atlanta area and Georgia, today.