Why You Should Consider Becoming a Resource Partner
Whether your product or service appeals to either the Investment or the Tax & Accounting advisor, our Resource Partners' comprehensive profile contains all of the relevant information an advisor would need to make an informed buying decision. Many of our Resource Partners are smaller firms that may be new to the industry but offer innovative products and services that will benefit the financial advisors’ practices.
Financial Advisors will be able to easily view your comprehensive profile and contact you directly with any questions they have regarding your product or service. This is a great way for you to increase your company’s exposure to our expanding registry of financial advisors and keep them updated on all the new developments in the wealth technology industry.
1. Investment Advisor Resource Partner categories
There are nine Investment Advisor Resource Partner categories:
2. Tax and Accounting Advisor Resource Partner categories
There are nine Tax and Accounting Advisor Resource Partner categories: