The Trusted Business Advisor Program is a turn-key program designed to create formalized relationships with other key trusted advisors, such as CPA firms; Accounting agencies; Independent Property Casualty agencies; Employee Benefit agencies; Community Banks/Credits Unions; and Law firms. The desired outcome is the ability to offer consultative financial planning services and customized marketing capabilities for the benefit of the TBA partner, and paired financial advisor, for the purpose of increasing their revenue and building equity in their businesses.
There are three revenue sharing models available, which, depending upon appropriate licensing and registration, the Trusted Business Advisor partner may choose from in structuring their TBA relationship.