Full financial agency with a very robust digital platform.
Is your CPA practice “complete,” or are your clients taking their wealth management needs elsewhere?
Many CPAs and single practitioners are “too busy” to manage their clients' broader financial lives. However, being busy shouldn't mean leaving your clients' retirement accounts, investments, and college funds to sit in bank accounts where they are “safely losing money.”
In this video, we discuss how World Financial Group (WFG), a Transamerica company, provides a 100% digital, paperless, and cashless platform that allows CPAs to scale their practice and provide a holistic “one-stop-shop” experience for their clients.
The Power of the Largest Toolbox in the Industry
What sets us apart is the sheer scale of our platform. We offer:
- 150+ Providers: Access to a massive spectrum of financial products and solutions.
- National Reach: Our digital-first model via Zoom allows us to serve clients across all 50 states (currently active in 39+).
- Mission Before Commission: We provide our services to the practitioner and client free of charge; we are compensated directly by the providers.
Case Study: Converting the “Untapped” Book of Business
We highlight a CPA from Fort Lauderdale with 1,500 clients who was strictly focused on tax. By integrating our digital platform:
- 33% Conversion: One-third of the existing book of business was transitioned into managed wealth strategies.
- Maximizing Profit Margins: The CPA doubled their income per client without adding significant administrative overhead.
- Client Retention: Clients now refer more business because they know they will leave the office “whole” and “complete.”
Who We Help:
From single practitioners looking to grow into a huge practice to enterprise-level clients like Southwest Airlines and Hard Rock Cafe, our 60,000 licensed professionals are equipped to handle any volume and any type of financial business.
