CPA Advantage Edge Program

Be Part of the Premier Program for Building Strategic Partnerships with the Accounting Community!

The Table Bay CPA Advantage Edge Program™ is an exclusive program designed to help advisors enter the lucrative CPA referral market.  How does it work? This highly specialized program has been designed to help qualified advisors build new business with qualified CPAs. Undoubtedly you have heard that one secret to unparalleled success in the financial services industry can be found by forming strong alliances with CPAs.  Our unique CPA program shows you how to successfully build long term, powerful business alliances with accountants in your area.  CPAs around the country are looking to add wealth preservation services to their existing practice.  These CPAs turn to you as their “go to advisor” to help them with their clients’ retirement distribution and financial planning needs.

For over a decade, we have been helping advisors form successful alliances with CPAs and increase their income exponentially.  Learn how to turn CPAs into eager partners and get in front of clients who need and want your specialized expertise.

Do you want to increase your income and get in front of quality prospects? Contact us today to learn more about this exclusive program and make 2016 your best year ever!